Nvidia(US:NVDA) 猿大侠·2025-11-30 04:11Core Viewpoint - Nvidia's CEO Jensen Huang emphasized the necessity of automating all tasks that can be automated by AI, asserting that AI should be integrated into daily workflows to enhance efficiency and productivity [3][7]. Group 1: Company Performance and Strategy - Nvidia reported a record quarterly revenue of $57 billion, marking 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, indicating a strong demand for talent to support its data center operations [3]. - Huang mentioned that Nvidia is currently short of about 10,000 employees to meet its operational needs [3]. Group 2: AI Integration and Employee Adaptation - Huang expressed frustration over internal requests to limit AI usage, highlighting that all tasks suitable for automation should be automated [3][6]. - The use of AI coding assistants like Cursor by software engineers at Nvidia signifies a shift towards an "AI-native" engineering culture [6]. - Huang reassured employees that AI is a tool for enhancing their competitiveness rather than a threat to their jobs, stating that the real competition comes from those who can utilize AI more effectively [7]. Group 3: Future Vision and Challenges - Huang envisions Nvidia evolving into a company with 50,000 employees and 100 million AI assistants, showcasing a commitment to deep AI integration [6]. - Despite the technological advancements, the challenge lies in changing employee habits and fostering a culture where using AI becomes second nature [7].