Nvidia(US:NVDA) 华尔街见闻·2025-11-28 04:35Core Viewpoint - Huang Renxun is aggressively promoting a company-wide "AI transformation" at Nvidia, emphasizing the importance of automating tasks with AI and reassuring employees about job security despite industry layoffs [1][2][4]. Group 1: AI Implementation and Employee Assurance - Huang Renxun expressed strong discontent with managers advising employees to reduce AI usage, insisting that every task that can be automated should be [1]. - He reassured employees that they would still have jobs, contrasting Nvidia's hiring practices with other tech companies that are laying off workers, stating that Nvidia hired "thousands" of employees last quarter [2]. - The company’s 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 increase in hiring [2]. Group 2: Company Expansion and Performance - Nvidia is expanding its physical presence, having recently moved into a new office in Shanghai and constructing two new campuses in the U.S. [3]. - The company reported record earnings, with last quarter's revenue reaching $57.01 billion, a 62% increase year-over-year, which supports its aggressive expansion strategy [6]. - Nvidia has become the world's most valuable company, with a market capitalization exceeding $4 trillion, showcasing its strong performance [6]. Group 3: Industry Context and Challenges - Despite Nvidia's strong performance, there are concerns about the sustainability of the AI boom, as highlighted by investor Michael Burry's skepticism [6]. - Nvidia's commitment to AI transformation serves as a case study for the tech industry on balancing technology application with workforce expansion amid evolving AI capabilities [6].