Phoebe Liu

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

[Phoebe Liu @_pheebini]

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

[The Information @theinformation]

Exclusive: Litong Inc, a group of companies connected to Alice Huang, has imported 240,000 Nvidia chips worth at least $7.5 billion into China since 2023 despite U.S. export controls.

It also invested in DeepSeek, which is still trying to get more Nvidia Blackwell chips.

Full story: https://t.co/7utxNDRyyj

[julia hornstein @julia_hornstein]

vcs, founders and semi execs say they expect $NVDA to pull back on its frenetic dealmaking pace, which totaled $140b, incl massive credit guarantees, in just two months this year. we rounded up all the recent deals that could be in flux:

[Jessica Lessin @Jessicalessin]

In recent years, Huang told some senior colleagues that he planned to run Nvidia until he is 120 years old, according to a former Nvidia manager who heard the comments (Huang is currently 63). “This company was built around him for 30 years,” this person said. “This is unimaginable.”

https://t.co/zGkgmbkPPL

[Nick Wingfield @nickwingfield]

The plot thickens. Alice Huang's companies had a stake in DeepSeek and those companies aimed to help the Chinese AI superstar get access to banned Nvidia chips. More amazing reporting from @jingyanghk and @QianerLiu in @theinformation

[Leo Schwartz @leomschwartz]

Jensen Huang's stunning fall from grace is already have ripple effects on export control policy.

My scoop from late last night on the Commerce Department finalizing a rule long opposed by Nvidia that would target Chinese AI firms remotely accessing chips in countries like Malaysia and Thailand

[Amir Efrati @amir]

fmr Nvidia manager told me that Jensen told them & others that he planned to run the company for another 60 years, so no succession planning needed.

hence why there is nothing resembling a No. 2 exec at what was the world's second most valuable company...

[Jing Yang @jingyanghk]

SCOOP: Yes Jensen is out. But we have a new find for you. Alice Huang's companies recently became an investor in #DeepSeek through SPVs, under the promises that they can supply #Nvidia blackmarket Balckwell chips to DeepSeek. with @qianerliu via @theinformation $NVDA

[Stephanie Palazzolo @steph_palazzolo]

A crazy morning of news… if you’re looking to get a break from reading about Nvidia/Jensen, I get into whether the recent Fireworks hack will lead to a chilling effect across inference providers more broadly.

https://t.co/vk4HqDEgHS

[Leo Schwartz @leomschwartz]

New: Companies tied to Alice Huang recently invested in DeepSeek so that the Chinese AI lab could receive a steady stream of Nvidia's Blackwell chips, which are banned from sale in China, @jingyanghk and @QianerLiu report.

Alice Huang's companies invested through special purpose vehicles, and as a result do not appear directly on DeepSeek's shareholder list.

The previously unreported relationship will add heat to scrutiny about Nvidia and now ousted CEO Jensen Huang's relationship with Alice Huang and her corporate network in China

https://t.co/0i76ItDbyt

[Techmeme @Techmeme]

Colette Kress may take a more conservative approach than Jensen Huang; sources say she sometimes pushed back on his riskier deals like backstopping OpenAI (@_pheebini / The Information)

(Visit Techmeme dot com for the link and full context!)

[Lauren Goode @LaurenGoode]

west coast friends just waking up asking if I've "seen the news" will be temporarily muted

[Abe Brown @abebrown716]

Who is Colette Kress, the Nvidia CFO who's now interim CEO?

She's a longtime Nvidia exec who disagreed with some of Jensen's biggest bets and worried over the company's central bank role in the AI economy.

https://t.co/HlYWbZjUYV

All the details to know this morning from @_pheebini

[Amir Efrati @amir]

more new facts about what happened re Nvidia:

Chinese companies with ties to Jensen mistress Alice Huang ~~invested in DeepSeek~~ with a plan to supply DeepSeek with access to (banned) Nvidia chips

[Amir Efrati @amir]

https://t.co/VW93qdRKqz @_pheebini

[Amir Efrati @amir]

👀👀Jensen departure is terrible news for daughter Madison Huang, a rising star at Nvidia who has clashed with CFO Colette Kress (who is now interim CEO)

Jensen ruled with an iron fist but Kress frequently pushed back on Jensen's most aggressive dealmaking

[Jessica Lessin @Jessicalessin]

Breaking: Jensen resigns. Here is what’s next.

https://t.co/TzOuQUGayN

[Phoebe Liu @_pheebini]

1/ What am I missing? DMs and Signal (phoebe.789) open.

[Phoebe Liu @_pheebini]

Lots of details on how $NVDA interim CEO Colette Kress has operated within the org in @theinformation:

https://t.co/gcDq6kdQyv

[julia hornstein @julia_hornstein]

interim $NVDA ceo colette kress may take a more conservative approach to dealmaking than jensen, @_pheebini reports

[Valida Pau @validapau]

Interim Nvidia CEO Colette Kress Has Tried to Tame Nvidia’s Riskiest Bets via @_pheebini