Nvidia Probes Jensen Huang; Inside Microsoft’s AI Payoff

The Information’s Nvidia reporter Phoebe Liu talks with TITV Host Akash Pasricha about the board’s investigation following reports that Jensen Huang was targeted by a foreign intelligence effort, and the questions facing his leadership.

We also talk with Everybody Wins author Bing Gordon about what AI companies can learn from gaming and Microsoft’s future in the Xbox business, and Runway co-founder and Chief Innovation Officer Alejandro Matamala-Ortiz about taking video models into robotics and other new markets. Lastly, Microsoft Corporate Vice President of AI & Work Transformation Katy George discusses the company’s approach to measuring AI’s impact, including an approximately 10% increase in revenue per seller among employees adopting AI tools.

Articles discussed in today’s show:

- Nvidia Board Is Launching Investigation After Reporting That CEO Targeted By Chinese Informant: https://www.theinformation.com/briefings/nvidia-board-launching-investigation-reporting-ceo-targeted-chinese-informant

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Chapters:

01:13 - Introduction

02:39 - Nvidia’s investigation into Jensen Huang

10:56 - Bing Gordon: What gaming can teach AI

20:37 - Should Microsoft sell Xbox?

26:54 - Runway’s expansion beyond AI video

36:17 - Inside Microsoft’s AI transformation

44:36 - Closing