Nvidia(US:NVDA) 美股IPO·2025-11-28 01:09Core Viewpoint - The company is aggressively promoting a comprehensive "AI transformation" across all levels, with CEO Jensen Huang emphasizing the necessity of automating tasks using AI and reassuring employees about job security despite industry layoffs [1][5][8]. Group 1: AI Implementation - Jensen Huang expressed strong dissatisfaction with managers advising employees to reduce AI usage, insisting that every task that can be automated should be [2][3]. - Huang encouraged employees to use AI tools even if they are not fully capable yet, stating that they should contribute to improving these tools [4][6]. Group 2: Recruitment and Expansion - Despite widespread concerns about job losses due to AI, the company has been actively hiring thousands of employees, leading to a shortage of parking spaces at their offices [4][6]. - The workforce has grown from 29,600 at the end of fiscal year 2024 to 36,000 by the end of fiscal year 2025, indicating a significant expansion [6]. Group 3: Financial Performance - The company's aggressive strategy is supported by strong financial performance, with a reported revenue of $57.01 billion for the last quarter, a 62% increase year-over-year [8]. - The company has become the highest-valued firm globally, with a market capitalization exceeding $4 trillion [8]. Group 4: Industry Context - The company's approach reflects a broader trend among tech giants, with competitors like Microsoft and Meta also integrating AI into their operations and performance evaluations [2][8]. - There are ongoing debates about the sustainability of the AI boom, with some investors expressing skepticism about the long-term viability of the current AI trends [8].