Phoebe Liu
@_pheebini
AI + semis reporter at @theinformation, phoebe.liu@theinformation.com, chat (confidentially) @phoebe.789 on Signal / Atlanta Hawks glazer
1.8K Following 2.3K Followers
New: Thinking Machines' latest round, Nvidia in talks to participate (could be a big check)
More details + what the fundraise might mean with @steph_palazzolo, @julia_hornstein for @theinformation:
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New for @Forbes on how CoreWeave is thinking about risk, revenue concentration with OpenAI (after @berber_jin1 reported the co missed projections) and more with @richardjnieva:
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My latest for @Forbes looks at the $$ behind physical security for AI data centers.
— Two execs have gotten more requests for drone defense after Iran's attacks on AWS data centers in UAE and Bahrain.
— One exec: “There's enough work that, frankly, we need to be working together … there’s not a lot of us out there.”
(Link in 1st comment)
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In November, I did some back-of-napkin math in @Forbes to suggest OpenAI was spending more than a quarter of what it’s making to power Sora. OpenAI is now shutting it down.
I wonder how much $$ it ended up burning, whether this is part of a bigger sunset of side quests and what exactly killed the Disney deal. (Also, what other loudly proclaimed deals just quietly ... didn't happen?)
Would love to chat. DMs open, phoebe.789 on Signal
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Three months after a blockbuster $20 billion deal, @nvidia announced its plans for @GroqInc's fast inference chip at #GTC2026#. Here's how it came together and what's next.
My latest for @Forbes, with @_IainMartin @richardjnieva and @annatonger:
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Epstein had access to tech billionaires like Thiel and Musk. But he walked away from several deals with major startups—including Spotify and SpaceX—that could have netted him hundreds of millions in total.
Ffrom @_IainMartin and me for @Forbes:
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