Microsoft’s True Value of $3.8T, Nvidia’s Cloud Revenue Cut, Can AI Be Conscious?

Phoebe Liu, Nvidia Reporter, talks with TITV Host Akash Pasricha about Nvidia’s financial backstops for GPU purchases. We also talk with Anita Ramaswamy about Microsoft’s true market valuation and Andrew Dai, CEO and Co-Founder of Elorian, about why AI models fail basic visual reasoning tasks. We also chat with Rob Long of Eleos AI about the empirical evidence for machine consciousness, and Laura Bratton about how model routers are reining in enterprise software costs.Articles discussed on this episode: https://www.theinformation.com/articles/microsofts-real-value-close-3-8-trillion-500-sharehttps://www.theinformation.com/newsletters/ai-agenda/five-kinds-model-routers-cut-ai-costshttps://www.theinformation.com/articles/nvidia-says-will-take-cut-customers-cloud-revenuesSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Nvidia Backstops Neo-Cloud GPU Purchases12:42 - Why Microsoft’s Real Value is Closer to $3.8 Trillion22:34 - AI's Visual Reasoning Challenge34:35 - Can AI Be Conscious?45:30 - How Model Routers Are Lowering AI Costs