Nvidia(US:NVDA) 3 6 Ke·2025-11-27 10:19Core Insights - NVIDIA's CEO Jensen Huang expressed frustration over internal management urging teams to use less AI, emphasizing that all tasks that can be automated by AI should be automated [1][3] - Following a record quarterly revenue of $57 billion, Huang reinforced the importance of AI in maintaining employee competitiveness and job security, stating that AI should be integrated into daily workflows [3][6] Group 1: Company Performance and AI Integration - NVIDIA reported a record quarterly revenue of $57 billion, a 62% year-over-year increase [3] - The company has expanded its workforce from approximately 29,600 to around 36,000 in the past year, with an additional 10,000 positions still needed to meet demand [3][4] - Huang highlighted that the software engineering team is utilizing AI coding assistants like Cursor, indicating a shift towards an "AI-native" engineering culture [4] Group 2: CEO's Vision and Employee Assurance - Huang envisions NVIDIA growing to a workforce of 50,000 with 100 million AI assistants, demonstrating a commitment to AI integration [4] - He reassured employees that AI is not a threat to their jobs but a tool to enhance productivity, stating that the real competition comes from those who can leverage AI effectively [6] - Huang's message aims to alleviate employee anxiety regarding job security in the face of AI advancements, emphasizing that job roles will evolve rather than disappear [6]