Nvidia CEO Jensen Huang is telling employees to embrace artificial intelligence as much as possible — and to stop worrying about being replaced by automation.
Speaking at an all-hands meeting last Thursday, the 20th, a day after the chipmaker released another quarter of record results, Huang reacted sharply to reports that some managers within the company were encouraging teams to reduce the use of AI. Business Insider listened to the meeting.
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“My understanding is that Nvidia has some managers telling their teams to use less AI,” Huang said. “Are you crazy? I want every task that can be automated with artificial intelligence to be automated with artificial intelligence,” he added. “I promise, you will have work to do.”
Huang told the team that Nvidia’s own software engineers use the AI programming assistant and encouraged employees to continue trusting AI tools even when they fail. If AI still doesn’t work for a specific task, he said, employees should “use it until it works” and “go in and help make it better, because we have the power to do it.”
Silicon Valley embraces AI
Nvidia is not alone in this strategy of using AI to build AI. In June, Microsoft told employees that using AI is “no longer optional” and is incorporating tools like GitHub Copilot into internal workflows, while Meta plans to include the use of AI as a criteria in employee performance reviews.
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In June, Google also told engineers to start using the company’s own Gemini AI for programming, and Amazon employees even asked the company to adopt the Cursor tool for programming.
Inside Nvidia, Huang told employees that AI will help them, not replace them.
He pointed to the growth of the company’s workforce, saying Nvidia hired “several thousand” people in the most recent quarter, noting that headcount is “probably still about 10,000 short of where it needs to be.”
Nvidia is also establishing new offices in the US and Asia, including in Shanghai and Taipei.
All eyes on Nvidia
Of course, there has been a lot of talk about a possible AI bubble recently, and Huang also acknowledged these discussions with employees.
He told contributors that “the market didn’t appreciate” Nvidia’s “amazing” quarter: After reporting record earnings and raising its forecasts for the next quarter, shares initially soared but fell the next day as investors again questioned how long the AI spending boom could last.
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“If we deliver a bad quarter, that’s evidence that an AI bubble exists. If we deliver a great quarter, we’re fueling the AI bubble,” Huang said, adding that Nvidia is in a “no win” scenario.
“If we delivered a bad quarter, if we missed it by a hair, if it looked just a little shaky, the whole world would have fallen apart.”
Externally, some high-profile investors have questioned whether Nvidia’s earnings and broader AI development are sustainable. Michael Burry, whose career became known in the film “The Big Short”, has been openly skeptical of the AI boom and criticized Nvidia.
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In his first Substack post, he drew parallels between Nvidia and Cisco’s role in the 1990s dot-com bubble. “Companies are allowed to innovate until they die. And more and more are emerging to do this. Sometimes the new company is the same company in a movement of change,” he wrote.
For this story, Fortune used generative AI to help with the initial draft. An editor checked the information for accuracy before publication.
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