Big tech articles

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Tech giants and the evolving productivity landscape

Qualcomm does indeed have 50,000-ish employees, double those of Nvidia and AMD
Why it matters: After looking at revenue and operating income per employee for big semiconductor companies, we thought that was a fun exercise, so we have looked at another dozen tech companies in various sectors. Broadcom and Apple are in a league of their own – it is good to have a software or licensing business.
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How to sell a CPU

Editor's take: Much of the focus in semiconductors is on chip performance, and so for many outside the process it can be mystifying why sometimes a "better" chip loses out to a "weaker" chip. To name just one example, Intel still sells a lot of server CPUs despite their poor comparison with the latest AMD or Arm offerings.
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As the AI race unfolds, OpenAI keeps the lead and unveils GPT-4

Why it matters: OpenAI launched GPT-4 this week, an update to its popular language model and technology that aims to improve precision and is designed to act as an underlying engine for chatbots, search engines, online tutors, and more. GPT-4 is now available to paid subscribers and there's a waitlist to use the model via API. Furthermore, the AI race is on, with "AI startups" raising funds like there is no tomorrow and big tech companies like Google scrambling to make it known that they are not so far behind.