Qianer Liu
@QianerLiu
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I write about chips and AI in Asia for @TheInformation Tips: [email protected], Signal: qianer.88 Ex @FT
Hong Kong
Joined August 2019
New: WSJ reports that our June story on OpenAI using Google’s TPUs caused Jensen Huang to call Sam Altman—a call that led them to sign a $100b deal https://t.co/zT3hpfNL0d
BREAKING: OpenAI is renting Google's TPU chips for inference, as it looks to lower costs. The deal marks OpenAI's first effort to use non-Nvidia chips in a significant way. much more here: https://t.co/lhpcEFBYJX w/ @QianerLiu
@theinformation
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Exclusive: OpenAI Is Working With SoftBank’s Arm on Broadcom AI Chip Effort Read more from @QianerLiu and @anissagardizy8 👇 https://t.co/Ml7qCKvB4p
theinformation.com
OpenAI’s development of its own artificial intelligence chip could end upbenefiting SoftBank, one of its biggest shareholders, which is also helping the ChatGPT maker develop and finance its ambiti...
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Nvidia's $100 billion investment in OpenAI shows how it's starting to turn into something like AI's government and central bank. Check out my latest with @anissagardizy8 @nickwingfield @QianerLiu for @theinformation
https://t.co/dYBAgZshtM
theinformation.com
Even by the standards of one of the most prodigious dealmakers in tech, the past month or so has been a head-spinning one for Nvidia’s Jensen Huang. Just in September, Nvidia agreed to buy any unused...
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How Jensen Huang is Using Nvidia Cash to Rule the AI Economy https://t.co/5zlrQKhlKl w/ @nickwingfield, @waynema, @QianerLiu for @theinformation
theinformation.com
Even by the standards of one of the most prodigious dealmakers in tech, the past month or so has been a head-spinning one for Nvidia’s Jensen Huang. Just in September, Nvidia agreed to buy any unused...
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“A growing number of Chinese AI researchers and doctorate students in the U.S. are seriously considering moving back to China.” @JuroOsawa @QianerLiu
https://t.co/XRSz8EMNZB
theinformation.com
The U.S. artificial intelligence sector is so crowded with Chinese researchers that some joke the global AI race is between two groups of Chinese—those in the U.S. and those in China. That joke may...
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What's that slurping sound? OpenAI draining more of Apple's hardware talent. It's even cozying up to Apple's supply chain. @waynema, @aatilley, @QianerLiu & @JuroOsawa with the details. https://t.co/OPivNYqKlP
theinformation.com
As OpenAI’s plans to make devices infused with its artificial intelligence get closer to reality, the company is increasingly plucking talent from Silicon Valley’s most successful device maker:...
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https://t.co/XVSEFf4yBj OpenAI has been poaching not just AI talent but employees in Apple's hardware engineering, operations and human interface teams to make its first consumer device. Check out my latest scoop with @aatilley, @QianerLiu and @JuroOsawa for @theinformation
theinformation.com
As OpenAI’s plans to make devices infused with its artificial intelligence get closer to reality, the company is increasingly plucking talent from Silicon Valley’s most successful device maker:...
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https://t.co/lbX7JYpQZ2 Apple is boosting production of the standard iPhone 17 after strong pre-orders. This signals that consumers might want the cheaper model as its specs have narrowed considerably compared with the Pros. Check out my latest with @QianerLiu @theinformation
theinformation.com
Apple is rushing to boost production of its newly released entry-level model iPhone 17 after strong pre-orders last weekend. The tech giant told at least two suppliers to boost their daily output of...
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Exclusive: DeepSeek Opts for Huawei Chips to Train Some Models DeepSeek, one of China’s leading AI developers, will use Huawei’s AI chips to train some models, a sign it is starting to shift away from Nvidia. Read more from @QianerLiu and @JuroOsawa 👇 https://t.co/MxvSLXM9Xu
theinformation.com
DeepSeek, one of China’s leading artificial intelligence developers, has decided to use Huawei Technologies’ AI chips to train some of its AI models, a sign it is reducing its reliance on Nvidia...
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News: It’s Nvidia versus CCP in China as the chip designer halts h20 production.
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China Demands Companies to Halt Nvidia Chip Orders Over Security Concerns Nvidia has hit a new snag on sales of chips to China, as China’s internet regulator has ordered local companies to freeze orders of Nvidia chips. Read more from @QianerLiu 👇 https://t.co/nAvn1UsuqD
theinformation.com
Just weeks after Nvidia reached a deal with President Trump allowing it to sell AI chips in China, the chipmaker has hit a new hurdle—Chinese authorities. China’s internet regulator in the past two...
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How Cursor’s Global Success Is Lifted by China China has become a big market for Cursor, the fast-growing AI coding tool, in part thanks to the access it offers to U.S. AI models. That may not last Read more from @JuroOsawa and @QianerLiu 👇 https://t.co/r1utOlD46K
theinformation.com
When a powerful typhoon battered Guangzhou earlier this month, hundreds of programmers in the southern Chinese city braved torrential rain and gusting wind to show up to an event they’d been waiting...
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Huawei is working on a new AI chip design that could be used for a wider array of AI development work, closing the gap with Nvidia. Read more from @QianerLiu 👇 https://t.co/V8YSFqcHku
theinformation.com
China’s Huawei Technologies is plotting a fundamental redesign of its next artificial intelligence chip in a bid to seize market share from Nvidia. The Chinese tech giant is working on a new AI chip...
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Microsoft is working on 3 successor AI chips to Maia 100 due in 2025, 2026 and 2027. But its next version, Maia 200, has been delayed by six months, and its performance falls short of Nvidia's chips. Check out my latest scoop with @QianerLiu
https://t.co/dq3lKMI4Eh
theinformation.com
Microsoft has spent years designing its own artificial intelligence chips, in part to reduce its dependence on Nvidia. It isn’t going so well. The software giant, which Nvidia employees say was its...
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News: Google convinced OpenAI to pay for tensor processing units and shift away from Nvidia. OpenAI has ~billions and billions~ of reasons to seek cheaper AI chip alternatives
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BREAKING: OpenAI is renting Google's TPU chips for inference, as it looks to lower costs. The deal marks OpenAI's first effort to use non-Nvidia chips in a significant way. much more here: https://t.co/lhpcEFBYJX w/ @QianerLiu
@theinformation
theinformation.com
OpenAI, one of the world’s biggest customers of Nvidia artificial intelligence chips, recently began renting Google’s AI chips to power ChatGPT and other products, the first time it has used non-Nv...
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Microsoft’s AI Chip Effort Falls Behind Microsoft’s next internally developed AI chip is facing a delay, putting it further behind efforts to catch up to Nvidia’s latest chips. Read more from @waynema and @QianerLiu 👇 https://t.co/vJOR4erpFt
theinformation.com
Microsoft has spent years designing its own artificial intelligence chips, in part to reduce its dependence on Nvidia. It isn’t going so well. The software giant, which Nvidia employees say was its...
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Thanks for the faith, Jing! Couldn't have done it without the guidance and support from great editors like you and our amazing team. Forever indebted😆
SO proud of @QianerLiu for winning the SOPA Young Journalist Award & an honorable mention in the Scoop Award for her coverage of the chip war @theinformation. #SOPAwards2025 Read her stories here 1/2 Nvidia AI Chip Smuggling to China Becomes an Industry https://t.co/uTk0OTq4Ox
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DeepSeek’s Progress Stalled by U.S. Export Controls DeepSeek's next AI model is coming, but China doesn't have enough chips to run It. Read more from @QianerLiu and @JuroOsawa 👇 https://t.co/lecNGmoP8U
theinformation.com
The latest round of U.S. chip export controls may have curbed DeepSeek’s rise, at least for now. DeepSeek’s highly anticipated upcoming large language model, R2, may not be as quickly and extensively...
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Exclusive: Nvidia’s Biggest Chinese Rival Huawei Struggles to Win at Home Despite the Nvidia CEO’s warning about competition from China, Huawei is having a hard time convincing big Chinese tech firms to buy its chips. Read more from @QianerLiu 👇 https://t.co/A8cA8cxHbu
theinformation.com
Nvidia CEO Jensen Huang has in the past months repeatedly warned, in both public speeches and closed-door meetings, of intensifying competition from China’s Huawei Technologies in the market for AI...
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