covering AI infrastructure for @WSJ. Signal: 215-896-1307
San Francisco, CA
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Anissa Gardizy retweeted
Exclusive: The board of Goldman Sachs has discussed a plan for David Solomon to step down as CEO and be replaced with COO John Waldron as soon as next year, according to people familiar with the matter. @AAndriotis & @EmilyGlazer wsj.com/finance/banking/gold… via @WSJ
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Anissa Gardizy retweeted
NEW: Oracle sent a force majeure notice to developer, has removed a key partner (BorderPlex), and faces local resistance to ‘Project Jupiter’ to New Mexico
story: wsj.com/finance/investing/cr…
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Anissa Gardizy retweeted
Our WSJ investigation on today’s A1:
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Anissa Gardizy retweeted
NEW: Anthropic plans to stage its blockbuster initial public offering in November, later than many investors expected.
With @cdriebusch and @KateClarkTweets
wsj.com/tech/ai/anthropic-sh…
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Anissa Gardizy retweeted
NEW: Crusoe made its name building one of the biggest AI supercomputers on earth. The firm’s next big bet is going small.
Fueling the strategy is a fresh $3.9 billion funding round that values Crusoe at about $30.9 billion after the investment.
wsj.com/tech/ai/the-startup-…
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Data centers, GPUs, tokens 👉 this round funds all three.
@anissagardizy8 of @WSJ on our fundraise, the Crusoe Spark factory in Brighton, and how we monetize vertical integration at every layer: wsj.com/tech/ai/the-startup-…
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We profiled Jacob Coxon, the "normal researcher" who quit Anthropic and caused a firestorm, tracing his journey from high school math whiz to London rationalist to self-proclaimed "doomer."
with @AmrithRamkumar @berber_jin1 @bzcohen: wsj.com/tech/ai/jacob-coxon-…
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Anissa Gardizy retweeted
Very well written piece by @anissagardizy8 that dives deep into the magical nuance that makes @CrusoeAI so special. wsj.com/tech/ai/the-startup-…
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Anissa Gardizy retweeted
👀 📱scoop: OpenAI quietly bought a startup developing higher quality cameras for smartphones.
with @KateClarkTweets for @WSJ
wsj.com/tech/openai-buys-sta…
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Excited to attend my 4th AI Infra Summit in Santa Clara this week!
Drop me a line if you want to chat about cloud computing, data centers, and energy ⚡️
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Anissa Gardizy retweeted
This is very strange.
Larry Ellison scrapped plans to sell up to $7.5 billion worth of his Oracle stake, a day after the company disclosed the billionaire’s trading plans wsj.com/business/larry-ellis… via @WSJ
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Anissa Gardizy retweeted
Scoop w/ @rudegeair: The Pentagon is in talks to lend roughly $5 billion to AI cloud-computing startup Fluidstack.
All the details in @WSJ
wsj.com/tech/ai/pentagon-in-…
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Source: former OpenAI executive Fidji Simo joins the board of directors at AI infrastructure startup Nscale; Simo will continue as a part-time advisor to OpenAI (@anissagardizy8 / Wall Street Journal)
(Visit Techmeme dot com for the link and full context!)
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Anissa Gardizy retweeted
Exclusive: Anthropic has signed a cloud-computing deal worth $35 billion with Nvidia-backed cloud provider Lambda, with Nvidia itself holding the lease on the data center, according to people familiar with the deal on.wsj.com/4qNAJKg
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Anissa Gardizy retweeted
SCOOP: Anthropic signed a $35B cloud deal to rent GPUs from Lambda—at a Texas data center Nvidia leased from Hut 8.
🤯 hard to keep that one straight
More details on the arrangement in my latest for @WSJ: wsj.com/tech/ai/anthropic-si…
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