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

Google is pitching TPUs as a cheaper, more reliable alternative to Nvidia GPUs and targeting cloud providers built around Nvidia hardware. Nvidia is responding with financial guarantees that could help those companies fund new data centers. Full story: thein.fo/4fccuQB

And a couple appearances, with plans for many more, from yours truly! If you haven't yet, please tune in.

It's been one year of TITV 🚨 🎯 950+ interviews 🎯 1M new followers 🎯 25M video views Ready for year two 🚀

Google is pitching TPUs as a cheaper, more reliable alternative to Nvidia GPUs and targeting cloud providers built around Nvidia hardware. Nvidia is responding with financial guarantees that could help those companies fund new data centers. Full story: thein.fo/4fccuQB

Jensen Huang is absolutely ruthless. He doesn’t leave even the slightest opening. (according to The Information)

more here w/ @catherineperlo1 @_pheebini theinformation.com/newsletters/ai…

AI infra 🔥 Google's quiet effort sell TPUs to Nvidia's most loyal customers is getting interesting. Jensen is ~activated~.

Nvidia and other tech companies have shown interest in Lancium, the power developer behind OpenAI and Oracle’s Stargate campus in Texas. Full story: thein.fo/44SBXtI

blockbuster lawsuit: Apple sues OpenAI over alleged trade secret theft by ex Apple employees now developing AI devices at OpenAI including leader Tang Tan

Scoop: Elon Musk told staff at Tesla to move to using Grok for internal AI work, according to a memo sent to employees. Musk said employees should make the change given Grok 4.5’s lower token costs as compared to competitors and to email him directly with any feedback on the model.

Cursor is developing a general-purpose AI agent called Sand as it looks beyond coding tools for its next wave of growth. The product could put Cursor more directly against Anthropic’s Claude Cowork and OpenAI’s ChatGPT Work. More details: thein.fo/4eYkBA8

Here come the eggmaxxers! @AmyDMarcus spotlights women who are banking eggs by the dozens—way beyond what's recommended by medical professionals—and why. theinformation.com/articles/eggma…

@boymanrobshit Interesting! Would love to chat more about this: phoebe.789 on Signal

Anecdotal feedback from sales perspective from raise paris. Just based on conversations - market under appreciates neocloud capex. I heard more people say they were selling into the neos vs anything else. Knowing this increases capex spending by a shit ton is asymmetrical information. - data center builds in Europe are insanely robust. - huge level of fragmentation in these data center builds. Meaning it’s not nbis it’s Joe Schmoe data center All are buying $NVda bc nvda provides x% backstop through offtake that makes the debt raise easy and the equity check minimal. Its 100% monopolistic but it’s also warranted because the demand is legitimate. They won’t use the backstop. It’s an option. I don’t think there’s an appetite for antitrust violations, but it’s there there if you look closely - much of these builds seem as a result of Trump‘s actions. there’s an anti-American stance on US hyperscale and Trump has driven local requirements for sovereign compute. Bad strategy in my opinion. - sovereign providers are filling up thousands of GPU’s with local consumption. I spoke to an eastern European country who has thousands of racks consumed all local Enterprises and he’s printing money. insanely bullish that it’s not just all Anthropic. - the software layer is super thin on neos as almost all of these data center builders are just serving bare metal. that’s the froth in the market. Too many folks out there just building taking the backstop and not owning customer specs. These guys become colo facilities some point. for this reason, I really like together and fireworks and NBIS who are actually doing real things with the software layer. If there’s no ML team, your neo cloud is bullshit. Its neo colo - I don’t think we’ve touched even 2% of the market for enterprise coding - claude is the only model that matters for enterprise coding - Claude code bills are insanely expensive - I heard 1000 people tell me they’re building a agentic orchestration while I know what those words mean I do not understand what you’re building. There’s not any standardization here those applications are bullshit. - TONS of security apps and this is a gap in the public market versus private. security is underappreciated right now Probably 10 more things, but all in all everything’s insanely bullish BUT I see a world where 90% of these Neo clouds go away. And that’s gonna cause a lot of pain when that starts happening, but I don’t know that that’s happening tomorrow.

Exclusive: Apple wants more AI to run directly on iPhones, and a Khosla-backed startup says it has solved a major obstacle. PrismML claims its compression technique preserves performance while dramatically reducing model size. Full stoy: thein.fo/3QJZMAH

Big AI infrastructure scoop in @theinformation from @validapau and Ann Davis. theinformation.com/articles/power…

China is allowing select AI companies to buy a limited amount of Nvidia H200 chips. "Beijing is still trying to limit tech companies' reliance on US chips.” “But it is also recognizing that Chinese AI developers now are facing a real shortage of high-end chips for training AI models.” — @QianerLiu, The Information

Scoop: Lancium, the land/power developer behind OpenAI's Stargate Texas is drawing tech companies' interests to sell a stake. Talked to Anthropic but the talks are exploratory only. Nvidia has discussed investing. Tech companies now realize how important it is to get power lined up for their data centers.

Will AI compute shift away from the cloud? @aatilley explains what he heard from the PrismML CEO: "In a few years, he said, 95% of this AI compute will be running on device, whereas only 5% of really the leading edge is going to be running in these clouds."

Also for the time being, I’m writing our bi-weekly newsletter Dealmaker with @julia_hornstein ! Please subscribe! Ideas, tips are welcome. Signal validapau.59

Interesting piece from @LauraBratton5 tallies 22 professors who have taken leave or stepped back from their roles at top universities like Stanford, Berkeley and USC to go to AI labs. theinformation.com/newsletters/ai…