Nvidia(US:NVDA) Hua Er Jie Jian Wen·2025-11-27 12:49Core Viewpoint - The company is aggressively pursuing an "AI transformation" across all levels, with CEO Jensen Huang emphasizing the importance of automating tasks through AI and reassuring employees about job security despite industry layoffs [1][2][3]. Group 1: AI Implementation Strategy - Jensen Huang expressed strong discontent towards management's suggestion to limit AI usage, insisting that every task that can be automated should be [2]. - Huang encouraged employees to use AI tools even if they are not fully capable yet, promoting a culture of improvement and adaptation [2]. - The company is actively hiring, having added "thousands" of employees in the last quarter, contrasting with layoffs in other tech firms [2]. Group 2: Company Growth and Performance - NVIDIA's aggressive strategy is supported by strong financial performance, with a market capitalization exceeding $4 trillion and a quarterly revenue of $57.01 billion, representing a 62% year-over-year increase [3]. - The workforce has grown from 29,600 employees at the end of fiscal year 2024 to 36,000 by the end of fiscal year 2025, indicating significant expansion [2][3]. - The company is also expanding its physical presence, having moved into a new office in Shanghai and constructing two new campuses in the U.S. [2]. Group 3: Industry Context and Challenges - NVIDIA's commitment to AI is seen as a demonstration of confidence in its technology, while also serving as a case study for how tech companies can balance AI application with workforce expansion [3]. - Despite the positive outlook, there are concerns regarding the sustainability of the AI boom, as voiced by investor Michael Burry [3].