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-share
https://www.theinformation.com/newsletters/ai-agenda/five-kinds-model-routers-cut-ai-costs
https://www.theinformation.com/articles/nvidia-says-will-take-cut-customers-cloud-revenues

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Chapters:
00:00 - Introduction
01:13 - Nvidia Backstops Neo-Cloud GPU Purchases
12:42 - Why Microsoft’s Real Value is Closer to $3.8 Trillion
22:34 - AI's Visual Reasoning Challenge
34:35 - Can AI Be Conscious?
45:30 - How Model Routers Are Lowering AI Costs