This is an overly reductive view of a fully trained LLM. You have identified the pieces, but you miss the whole. The inference code is like a circuit builder, it represents the high level matmuls and the potential paths for dataflow. The data blob as the fully converged model configures this circuit builder in the sense of specifying the exact pathways information flows through the system. But this isn't some inert formalism, this is an active, potent causal structure realized by the base computational substrate that is influencing and being influenced by the world. If anything is conscious here, it would be this structure. If the computational theory of mind is true, then there are some specific information dynamics that realize consciousness. Whether or not LLM training finds these structures is an open question.