Full Speed Ahead on AI

If you're a Nvidia (NVDA) manager who's been telling your team to ease up on artificial intelligence tools, Jensen Huang has some words for you. And those words aren't particularly gentle.

According to a report from Business Insider on Wednesday, the Nvidia CEO told employees at an all-hands meeting last week that it was "insane" for managers to be advising staff to "use less AI." That's quite the rebuke from the leader of a company that's essentially become synonymous with the AI revolution.

Huang didn't just criticize the cautious approach. He laid out his vision pretty clearly: he wants "every task that is possible" to be automated with artificial intelligence. Even better, he encouraged employees to lean on Nvidia's software engineers and emphasized that if AI doesn't work for something specific, workers should "use it until it does." In other words, persistence is the name of the game, and employees should actively contribute to improving the technology.

Nvidia didn't immediately respond to a request for comment on the CEO's remarks.

Walking the Walk on Employment

Here's the thing about aggressive AI adoption: it typically makes employees nervous about job security. But Huang's pushing back hard on that narrative, and the company's hiring numbers back him up.

Nvidia substantially expanded its workforce over the past year, growing from 29,600 employees at the end of fiscal 2024 to 36,000 by the close of fiscal 2025. That's a meaningful jump for a company that's simultaneously automating everything in sight.

This isn't the first time Huang has preached the AI gospel. In a podcast interview earlier this year, he warned that people who don't embrace AI will get left behind in the job market, arguing that the technology will both create jobs and fundamentally change how work gets done.

He's not alone in that view. Even "Shark Tank" investor Kevin O'Leary has jumped on the bandwagon, saying AI is creating better jobs overall. O'Leary pointed out that more than 50 of his companies use AI to slash costs and boost productivity. One of his insurance businesses can now issue policies in nine seconds flat. According to O'Leary, AI eliminates repetitive grunt work and lets people transition into higher-paying positions.

Facing the Skeptics

Not everyone's convinced about the AI boom, though. "The Big Short" investor Michael Burry recently targeted Nvidia with doubts about whether the AI surge is sustainable. The company responded by sending a memo to Wall Street analysts addressing his criticism.

Still, Nvidia's performance metrics tell a pretty compelling story. The company ranks in the 93rd percentile for quality and the 99th percentile for growth, reflecting strong execution on both fronts.

As for the stock, it's had a solid year, climbing 28.57% on a year-to-date basis. On Tuesday, shares fell 2.59% to close at $177.82.