
Today is my first day at The Wall Street Journal! I'm covering all things related to AI infrastructure (cloud computing, data centers, energy, semis, etc). 📩send confidential tips here: 215-896-1307 [Signal], anissa.gardizy@wsj.com
🌶️codename confirmed! I wrote about OpenAI’s “Jalapeño” chip w/ Broadcom back in May…including the complicated $18 billion (!!) vendor financing talks. theinformation.com/articles/opena…
🗞️PERSONAL NEWS: I’m thrilled to share that I’m joining The Wall Street Journal next month as a reporter covering cloud computing and AI infrastructure. I’ve loved reporting on the wild world of data centers, compute, and energy over the past 3+ years, and I’m incredibly excited to continue doing so with the @WSJ team.
I start July 6th! In the meantime, juicy tips are welcome: 215-896-1307 (signal) 😀
NEW: OpenAI is in advanced negotiations to lease a proposed 10 gigawatt data center campus in Ohio, that could include a financial backstop from Nvidia theinformation.com/articles/opena…
The new project involves a campus on land in southern Ohio owned by the Department of Energy that is already under development by SB Energy,
Scoop: Data center developer Switch is in talks to raise billions at a >$50B valuation, months after SoftBank m&a talks broke down. More deets with @validapau: theinformation.com/articles/data-…
NEW: OpenAI is open to the idea of publicly sharing software it’s been developing to make its AI run on chips from different providers, a move that could weaken one of Nvidia’s biggest advantages. Read more of our interview w/ OpenAI's Sachin Katti in today's AI Infrastructure newsletter: t.co/R8AUMlTz2L
Watch the full panel here: theinformation.com/events/lvs-ins…