Walmart(US:WMT) 华尔街见闻·2025-09-28 13:25Core Viewpoint - Walmart is facing challenges from AI-driven workforce transformation, with executives acknowledging that AI will eliminate certain jobs and reshape the entire workforce [2][3] Group 1: AI Impact on Workforce - CEO Doug McMillon stated that AI will change every job, indicating a significant shift in corporate attitudes towards AI's impact on employment [3] - Walmart plans to maintain a global workforce of approximately 2.1 million employees over the next three years, but the composition of jobs will change significantly [3][5] - The company is actively assessing which job types will decrease, increase, or remain stable, to prepare for necessary training [5] Group 2: Job Creation and Transformation - New positions are being created, such as "agent builders," which focus on developing AI tools to assist employees [8] - Walmart expects to increase staffing in high-contact customer service roles and has added positions for in-store maintenance technicians and truck drivers [9] Group 3: Industry-Wide AI Adoption - Other companies are also embracing AI, with executives creating internal "heat maps" to identify roles that may be automated [13] - The agricultural company Syngenta has identified "lighthouse" projects suitable for AI reform in R&D and supply chain functions [14] Group 4: Future Employment Landscape - Despite concerns about job losses, many executives believe the U.S. labor market remains healthy and do not anticipate mass unemployment due to AI [17] - Historical trends suggest that technological innovation leads to skill re-acquisition and new employment opportunities in other sectors [18]