@PaveComp, @atob, @NewfrontHQ, @BessemerVP, @Penn. Current interest: assistants.
San Francisco, CA
Joined June 2014
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Nitin Gupta retweeted
SCOOP: Anthropic's latest draft S-1 documents show financials results for the first half of the year, gigantic spending plans for the future, and a laundry list of risk factors.
- Anthropic recorded a net loss of $80.7 billion in the first half of the year, tied to accounting adjustments related to previous financings
- Anthropic is set to spend >$600 billion on compute in the coming years, inclusive of cloud agreements and chip leases.
More in @WSJ:
Does your company have great design for their business writing (internal / external)? We are producing record numbers of customer updates, business cases, vendor scorecards etc. thanks for Claude Code.
I want to gather inspo material from companies who have a great design system for how they organize and visualize business writing.
Nitin Gupta retweeted
SCOOP: Meta has poached Dave Brown, one of the most senior executives at Amazon Web Services, to join its data center and compute team.
More for @WSJ: wsj.com/tech/meta-plans-to-h…
The @WSJ has become my go to source for breaking news in AI infrastructure. Big scoop from @anissagardizy8
SCOOP: Meta has poached Dave Brown, one of the most senior executives at Amazon Web Services, to join its data center and compute team.
More for @WSJ: wsj.com/tech/meta-plans-to-h…
Nitin Gupta retweeted
BREAKING: @anissagardizy8 is joining WSJ as a reporter covering cloud computing and AI infrastructure
Scoop of the week. @anissagardizy8 is the number one source of AI infrastructure reporting in the US and defined this beat over the last few years.
The Wall Street Journal just picked up a star.
🗞️PERSONAL NEWS: I’m thrilled to share that I’m joining The Wall Street Journal next month as a reporter covering cloud computing and AI infrastructure.
I’ve loved reporting on the wild world of data centers, compute, and energy over the past 3+ years, and I’m incredibly excited to continue doing so with the @WSJ team.
Nitin Gupta retweeted
NEW: OpenAI is in advanced negotiations to lease a proposed 10 gigawatt data center campus in Ohio, that could include a financial backstop from Nvidia
theinformation.com/articles/…
Nitin Gupta retweeted
I'm in NYC today for The Information's "Financing the AI Revolution" conference.
Tonight, I'll be moderating a conversation w/ some heavy-hitters from the neoclouds:
✅Marc Boroditsky, @nebiusai Chief Revenue Officer
✅Nick Robbins, @CoreWeave VP, Corporate Development
✅Chuck Fisher, @LambdaAPI Chief Financial Officer
Nitin Gupta retweeted
Special GTC-week edition of @theinformation's AI Infrastructure newsletter:
We interviewed former Andreessen Horowitz GP @AnjneyMidha and learned new details about AMP, his newly launched "grid for AI compute."
Really fascinating topic and conversation:
theinformation.com/newslette…
Nitin Gupta retweeted
@anissagardizy8 is one of the best investigative reporters in the world and her oracle/stargate stuff is era-defining
Nitin Gupta retweeted
SCOOP: Meta signed a large TPU deal with Google Cloud, and Google is talking to private equity firms about setting up joint ventures to start TPU-focused neoclouds.
Lots more in here with @amir : theinformation.com/articles/… @theinformation
Nitin Gupta retweeted
been noticing more and more top-notch peeps working on @planetscaledata lately, whatever they’re building over there must be something good 👀
Nitin Gupta retweeted
Scoop: Amazon is in talks to use OpenAI models to powers its internal AI products, such as the Alexa voice assistant
OAI employees would tweak models for Amazon’s needs
More:
theinformation.com/articles/… @catherineperlo1 @amir
Nitin Gupta retweeted
🚨We’re launching an AI infrastructure newsletter!
Building on three years of leading coverage, @theinformation is doubling down on our smart reporting and analysis of the physical infrastructure behind the AI boom.
I’m co-leading the newsletter with Ann Davis. Every Monday morning, we’ll bring reporting and analysis you can’t find anywhere else.
Sign up here: theinformation.com/features/…
Nitin Gupta retweeted
New: WSJ reports that our June story on OpenAI using Google’s TPUs caused Jensen Huang to call Sam Altman—a call that led them to sign a $100b deal
wsj.com/tech/ai/sam-altman-o…
BREAKING: OpenAI is renting Google's TPU chips for inference, as it looks to lower costs.
The deal marks OpenAI's first effort to use non-Nvidia chips in a significant way.
much more here: theinformation.com/articles/… w/ @QianerLiu
@theinformation
Nitin Gupta retweeted
~new~
Welcome to the first edition of The Information’s newsletter on AI infrastructure. In the coming months, we’ll have more special reports on data centers, chips, networking and energy.
today's edition: Sam Altman Wants 250 Gigawatts of Power. Is That Possible?
theinformation.com/articles/…
free idea: ai talent firm. call it RAMANUJAN. plucked from obscurity, unbelievable instinct. the best engineers will get it. 'i am the ramanujan of code.'
en.wikipedia.org/wiki/Sriniv…
Nitin Gupta retweeted
ÖTILLÖ Swimrun: Orcas Island 2025
An endurance partner race consisting of 26 segments of continuous swimming and running—which means we swam in our sneakers and ran with our swim caps and goggles.
✅21 miles running
✅3.5 miles swimming
✅4.8k ft of elevation gain
w/ @nitguptaa :)
acquire tournament in SF sept 27th. competition, prizes, bragging rights.
dm for details if you're ready to get crushed.
This is shocking
More than 1 in 2 @theinformation readers who responded to our survey are currently on a GLP-1. Let that sink in. More than 50%. This is about more than weight loss.
theinformation.com/articles/…
