@_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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biiiiiiig scoop from @validapau @Jessicalessin and @coryweinberg (swan song!) theinformation.com/articles/…

Instacart Is Exploring a Sale

Instacart is in talks to sell itself in a transaction that would cap the grocery delivery app’s 14-year run as a standalone company. Currently valued at $12 billion, Instacart has been working with...

theinformation.com
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Amir Efrati
@amir6h
🥕big story: Instacart is exploring a sale. talked to uber / ddash
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Valida Pau
@validapau6h
SCOOP: Instacart $CART is in talks to sell itself w/ @coryweinberg (his @theinformation swan song) + @Jessicalessin
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Michael Roddan
@MichaelRoddan10h
🏈BAD BLOOD YARN🏈 Last year Ramp CEO Eric Glyman received some bad news: A deal was falling apart. Airwallex was killing an international payments partnership between the two firms. Next minute, all hell broke loose. Read more in @theinformation 👇 theinformation.com/articles/…

Ramp Investors Went Nuclear Against Airwallex After Doomed Deal

In April 2025, Eric Glyman, co-founder and co-CEO of Ramp, received some bad news: A deal was falling apart. Glyman had been hoping Ramp, a highly valued startup that sells corporate credit cards and...

theinformation.com
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Leo Schwartz
@leomschwartz12h
Fun story by the great @MichaelRoddan on the Ramp-Airwallex feud, including a failed partnership and Airwallex's new Trump world lobbyist. Who said spend management can't be entertaining: theinformation.com/articles/…
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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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Techmeme
@TechmemeOct 22
Sources: SoftBank's SB Energy is considering going public in December or possibly waiting until next year as it monitors Anthropic's IPO, expected next month (The Information) (Visit Techmeme dot com for the link and full context!)
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oh!
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Nvidia is helping finance demand for its own chips through more than $170 billion in investments and commitments, even as shares of AI cloud providers tumble and several Nvidia-backed firms delay IPO plans. Read more: thein.fo/4hWbkLU

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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As @leomschwartz reported in @theinformation this morning theinformation.com/articles/…

Andreessen Horowitz to Drop ‘Crypto’ From Name of Flagship Blockchain Fund

Andreessen Horowitz, which made one of the boldest bets on blockchain investments in the venture world, is dropping the term crypto from the name of its fund focused on the category. A16z crypto,...

theinformation.com
Chris Dixon
@cdixonOct 22

a16z Frontier

Article · @cdixon
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Amir Efrati
@amirOct 22
in this ai-fueled cybersecurity apocalypse moment, security m&a is 🔥🔥🔥
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Valida Pau
@validapauOct 22
SCOOP w/ @aaronpholmes: Datadog $DDOG recently offered to buy cloud cybersecurity startup Upwind Security for nearly $4 billion. theinformation.com/articles/…

Datadog Offered to Buy Security Startup ‘Upwind’ For Nearly $4 Billion

Enterprise software firm Datadog recently offered to buy cloud cybersecurity startup Upwind Security for nearly $4 billion, the latest sign of white-hot interest in such firms, according to someone...

theinformation.com
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SB Energy, the SoftBank–controlled developer of a massive planned Ohio data center project for OpenAI, may go public in Dec or possibly in 2027, later than the timeline we previously reported. Feels like all 👀 are on Anthropic now... W/@validapau: theinformation.com/articles/…

SB Energy Considers Waiting Until December or Later for an IPO

SB Energy, the SoftBank Group–controlled developer of a massive planned Ohio data center project for OpenAI, is considering going public in December or possibly waiting until next year, according to...

theinformation.com
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Valida Pau
@validapauOct 22
Scoop w/ @_pheebini: SB Energy is considering going public in December or possibly waiting until next year. That is a later timeline than previously expected. Back in the summer, the data center developer was aiming to go public as soon as September. theinformation.com/articles/…

SB Energy Considers Waiting Until December or Later for an IPO

SB Energy, the SoftBank Group–controlled developer of a massive planned Ohio data center project for OpenAI, is considering going public in December or possibly waiting until next year, according to...

theinformation.com
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Amir Efrati
@amirOct 22
👀news: another GPU data center-related IPO is on the rocks this time SB Energy, which works w/ OpenAI & Nvidia on a gigantic site planned in Ohio
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aaron holmes@aaronpholmesOct 22
SCOOP: Datadog offered to buy Upwind for nearly $4 billion as cloud security demand booms. w/ @validapau theinformation.com/articles/…

Datadog Offered to Buy Security Startup ‘Upwind’ For Nearly $4 Billion

Enterprise software firm Datadog recently offered to buy cloud cybersecurity startup Upwind Security for nearly $4 billion, the latest sign of white-hot interest in such firms, according to someone...

theinformation.com
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Leo Schwartz
@leomschwartzOct 22
I wrote our evening briefing last night on the PHP vulnerability coalition, the first major engagement of the Super Intelligence Force, and a concern I keep hearing from cyber experts: the rise of cyber-capable Chinese open-source models like GLM 5.3 means the "defender's window" may not exist for much longer theinformation.com/newslette…

The Closing of the ‘Defenders Window’ Is Nigh

At first, the X headlines this morning about the latest AI-powered cybersecurity incident seemed dire. But by the time I had a cup of coffee and began parsing all the cyber jargon, I was reassured...

theinformation.com
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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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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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Ryan Barwick@RyanbarwickOct 21
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...

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