@_pheebini

AI + semis reporter at @theinformation, [email protected], chat (confidentially) @phoebe.789 on Signal / Atlanta Hawks glazer

 San Francisco, CA
Joined April 2019
  • Tweets3.7K
  • Following1.9K
  • Followers2.4K
86Media
Today is my first day at @theinformation covering all things Nvidia. I'm also now based in San Francisco! Please reach out to chat, nerd out, share tips/thoughts/Bay Area recs, or just say hello: [email protected], phoebe.789 on Signal
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Stay ahead of the AI infrastructure wars. Ann Davis Vaughan covers how tech titans are disrupting the energy sector and becoming accidental industrial giants to compete on the AI model battlefield.

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Phoebe Liu retweeted
Marie McMullan
@marie_mac9914h
Replying to @NolanRogalski @testudotimes @JudeWilkenfeld
Hey there Nolan. I am with the Student Press Freedom Initiative at @TheFIREorg. I would love to speak to you directly about this. You can call our hotline at 717-734-SPFI (7734).
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Phoebe Liu retweeted
Ryan Barwick@Ryanbarwick17h
Google will no longer require local officials to sign NDAs when it wants to build data centers. Decision follows Microsoft and Amazon in stopping the practice activists say isn’t transparent. theinformation.com/briefings…

Google Stops Using Nondisclosure Agreements for Data Centers

Google will no longer require local officials to sign nondisclosure agreements when it looks to build data centers, joining Amazon and Microsoft in stopping a practice that activists decried as...

theinformation.com
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Jeremy B. White@JeremyBWhite18h
Getting mistaken for a spam bot has me doing some serious soul searching
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Nvidia has already put more than $170 billion on the line to support AI cloud providers and other major customers. Now it's considering another major investment in Firmus, which is seeking at least $2 billion in private funding after its IPO fell apart. Full story: thein.fo/3UzBXxf

Nvidia Moves to Back GPU Cloud Provider Firmus After Investors Balk at Its IPO

Nvidia is in talks to invest hundreds of millions of dollars in Australian AI cloud provider Firmus, which abruptly pulled its initial public offering early this month, according to people familiar...

theinformation.com
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aaron holmes@aaronpholmesOct 21
NEW: Hackers used Claude, Grok, and Kimi models to set up a system that autonomously hacked multiple banks with minimal human effort: theinformation.com/articles/…

Hackers Used Claude and Grok to Fully Automate Attacks on Banks

A hacking group called CyberCartel used a web of AI agents powered by models from companies including Anthropic, SpaceX and Chinese lab Moonshot AI to automate cyberattacks against more than 400...

theinformation.com
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aaron holmes@aaronpholmes23h
OpenAI models discovered a severe vuln in PHP, and the NSA is now urging everyone that uses it (ie 70-80% of the world wide web) to install patches ASAP and consider taking down their websites in the meantime: theinformation.com/briefings…

AI Finds Flaw in Popular Web Hosting Software, Sparking Global Race to Patch

The creators of PHP, an open source programming language used by the majority of the world’s websites, on Wednesday urged web maintainers across the globe to install a new update after researchers...

theinformation.com
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Phoebe Liu retweeted
Amir Efrati
@amir20h
😮 now you can apparently use Claude to do multi-agent cyberattacks against banks and more
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I wouldn't necessarily recommend continuing to add speakers a week before your event. But if you are going to do it, make sure to add folks like Anthropic's head of public policy Sarah Heck who is joining @theinformation WTF next week. See you there! theinformation.com/events/wt…

The Information’s 2026 WTF Summit

We are thrilled to announce that for its eighth year, the WTF Summit (Women in Tech, Media and Finance) will return to Napa Valley on October 27 and 28. At WTF 2026, we convene the highest-level...

theinformation.com
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Hundreds of AI cloud providers are racing to build data centers, but executives expect only seven to 10 to survive. Nvidia is helping keep the market afloat through investments, credit support and customer referrals. Read more: thein.fo/4dPplsi

Neocloud Shakeout Looms, and Nvidia Has a Lot to Lose

How many young AI cloud providers can the market, and Nvidia, support?That’s one of the big questions after a week in which investors worried about the data center buildout and the risks that its...

theinformation.com
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Phoebe Liu retweeted
First Squawk
@FirstSquawkOct 21
NVIDIA IN TALKS TO INVEST HUNDREDS OF MILLIONS OF DOLLARS IN AUSTRALIAN AI CLOUD PROVIDER FIRMUS – TIF
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And another story from @shqne and @_pheebini putting all of Nvidia's dealmaking in perspective theinformation.com/articles/…

Nvidia Has Put More Than $170 Billion on the Line for Neoclouds

Nvidia has become something of a central bank for companies expanding the market for its chips beyond tech giants, backstopping customers and demand. But as Nvidia-backed cloud firms come under...

theinformation.com
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Nvidia, the Great AI Backstopper? A great @_pheebini scoop: theinformation.com/articles/…

Nvidia Moves to Back GPU Cloud Provider Firmus After Investors Balk at Its IPO

Nvidia is in talks to invest hundreds of millions of dollars in Australian AI cloud provider Firmus, which abruptly pulled its initial public offering early this month, according to people familiar...

theinformation.com
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Techmeme
@TechmemeOct 21
Sources: Nvidia is in talks to invest hundreds of millions of dollars in Firmus, which pulled its IPO earlier this month, citing market volatility (@_pheebini / The Information) (Visit Techmeme dot com for the link and full context!)
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Scoop: Nvidia in talks to invest in Firmus after the cloud provider yanked its IPO, via @_pheebini theinformation.com/articles/…

Nvidia Moves to Back GPU Cloud Provider Firmus After Investors Balk at Its IPO

Nvidia is in talks to invest hundreds of millions of dollars in Australian AI cloud provider Firmus, which abruptly pulled its initial public offering early this month, according to people familiar...

theinformation.com
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Nvidia is in talks to invest many $100s of millions in Australian neocloud Firmus, which abruptly pulled its IPO early this month. More details in @theinformation: theinformation.com/articles/…

Nvidia Moves to Back GPU Cloud Provider Firmus After Investors Balk at Its IPO

Nvidia is in talks to invest hundreds of millions of dollars in Australian AI cloud provider Firmus, which abruptly pulled its initial public offering early this month, according to people familiar...

theinformation.com
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Phoebe Liu retweeted
Valida Pau
@validapauOct 20
SCOOP w/ @aaronpholmes: A group of PE firms in recent months explored a deal for Xbox that could have valued it up to $150 billion.
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Phoebe Liu retweeted
Amir Efrati
@amirOct 20
👀news about the neocloud liquidity & credit crisis: Nvidia in talks to invest many hundreds of millions of dollars in Firmus, which just pulled its IPO
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We were curious just how much Nvidia has been spending to help prop up the neoclouds. It is a big number. theinformation.com/articles/…

Nvidia Has Put More Than $170 Billion on the Line for Neoclouds

Nvidia has become something of a central bank for companies expanding the market for its chips beyond tech giants, backstopping customers and demand. But as Nvidia-backed cloud firms come under...

theinformation.com
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“Unprecedented.” That is what the judges of the prestigious Signal Awards for podcasts called @theinformation TITV when they awarded us gold. In awe of this amazing team, which is at the very beginning of our journey. Thank you to all those who have watched and all those who have come on. Onward.
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