Nvidia Probes Jensen Huang; Inside Microsoft’s AI Payoff

<p>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. </p><p>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 &amp; 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.</p><p><br></p><p>Articles discussed in today’s show:</p><p>- 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</p><p><br></p><p>Subscribe:</p><p><br></p><p>- YouTube: https://www.youtube.com/@theinformation</p><p>- The Information: https://www.theinformation.com/subscribe_h</p><p><br></p><p>Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda</p><p><br></p><p>TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.</p><p><br></p><p>Follow us:</p><p><br></p><p>X: https://x.com/theinformation</p><p>IG: https://www.instagram.com/theinformation/</p><p>TikTok: https://www.tiktok.com/@titv.theinformation</p><p>LinkedIn: https://www.linkedin.com/company/theinformation/</p><p><br></p><p>Chapters:</p><p>01:13 - Introduction</p><p>02:39 - Nvidia’s investigation into Jensen Huang</p><p>10:56 - Bing Gordon: What gaming can teach AI</p><p>20:37 - Should Microsoft sell Xbox?</p><p>26:54 - Runway’s expansion beyond AI video</p><p>36:17 - Inside Microsoft’s AI transformation</p><p>44:36 - Closing</p>