Phoebe Liu

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: phoebe.liu@theinformation.com, phoebe.789 on Signal

One manifestation of everyone looking for the pockets of available power that exist. No new data centers may mean…. data centers in old telco buildings?

Feels like a shift in Nvidia’s playbook from focusing on massive, hyperscale facilities

@KevKubernetes @dakincampbell

Should OpenAI and others be afraid of Nvidia? Lots of details in this one around Nvidia's D.C./policy strategy and soft power:

With @leomschwartz @steph_palazzolo @jemimacmcevoy @Jessicalessin

— Anthropic's ~15-person ASIC team uses Claude models for chip design.
— It's asked some EDA firms to buy or use some of their chip design data.
— Claude cuts down the time to design chips vs to Nvidia/AMD, per engineers' est

With @QianerLiu @validapau:

theinformation.com/articles/anthr…

compute prices this compute glut that but what about @valkyries, eating too much halloween candy and yaxel putting up 37 🏆🍬🏀

joking aside, i’d love to hear your compute scarcity (or lack thereof) stories. you know how to reach me

(don’t worry i’m still a hawks fan)