Bloomberg Businessweek Apple Will Add 20,000 US Jobs Amid Threat from Trump Tariffs
15 snips
Feb 24, 2025 
Max Chafkin, a Bloomberg Businessweek columnist known for his insights into the tech industry, discusses Apple's plan to hire 20,000 new employees in the U.S. amid tariff concerns. He also dives into the fierce competition in the autonomous vehicle market, spotlighting Anthony Lewandowski's pivot to industrial applications. Monika Bickauskaite-Aleliune, Public Policy Director at Key Elements Group, shares her perspectives on the geopolitical landscape surrounding the ongoing Russia-Ukraine conflict and the implications for U.S. foreign policy.
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Microsoft's AI Revenue
- Microsoft's AI revenue comes mainly from inferencing, not training of large language models.
- OpenAI's collaboration with Oracle and SoftBank for training may indicate resource reallocation.
Microsoft and OpenAI
- Microsoft benefits from OpenAI's usage through their agreement, generating revenue without heavy training investment.
- Their CapEx remains substantial, but they are strategically allocating resources.
Apple's US Investments
- Apple's job creation may be influenced by pressure to demonstrate local investment.
- The company may be investing in AI servers and semiconductor technology.
