Jensen Huang in Leaked Recording—'Not Going All-In on AI Is Madness'

(Seoul=Yonhap Infomax) Si Yoon Yoon — NVIDIA Corp. (NASDAQ: NVDA) CEO Jensen Huang sharply criticized certain managers for restricting the use of artificial intelligence (AI) within the company, according to a leaked recording from an all-hands meeting held the day after NVIDIA reported record earnings.

On the 25th (local time), Business Insider (BI) reported that in the leaked audio, Huang said, "From what I hear, there are managers at NVIDIA telling employees to limit their use of AI. Are you out of your mind?"

He continued, "I want every task that can be automated with AI to be automated with AI. You will not run out of things to do—I promise you that," emphasizing his commitment to AI-driven transformation.

According to the report, not only NVIDIA but also other major tech companies are pushing employees to integrate more AI into their daily work.

Business Insider noted that Microsoft Corp. (NASDAQ: MSFT) and Meta Platforms Inc. (NASDAQ: META) plan to factor AI usage into employee performance reviews, while Google LLC encourages engineers to use AI in coding. Amazon.com Inc. (NASDAQ: AMZN) is also considering introducing the AI coding assistant 'Cursor' at employees' request.

Huang stated that NVIDIA's software engineers are already using Cursor, and added, "If AI doesn't work well for a particular task, keep using it until it does."

He urged, "Jump in and improve it yourselves. We have the capability to do that," reiterating the company's technical prowess.

Amid growing concerns that the spread of AI could lead to job losses, Huang reassured NVIDIA employees that they have nothing to worry about.

According to the recording, while other tech firms have undergone restructuring, NVIDIA hired "thousands" of new employees last quarter, joking that "the parking lot has become insufficient." He added that hiring continues to expand.

Huang said, "Frankly, I think we're still short by about 10,000 people," but noted that the pace of hiring must match the company's ability to integrate and harmonize new staff.

In fact, NVIDIA's headcount surged from 29,600 at the end of fiscal 2024 to 36,000 at the end of fiscal 2025.

As the company grows, Huang said NVIDIA recently opened new offices in Taipei and Shanghai, and is building two new facilities in the United States.

Meanwhile, Michael Burry, the investor famed for "The Big Short," has publicly expressed skepticism about the AI boom, specifically targeting NVIDIA. In response, NVIDIA has countered with a memo to Wall Street analysts.

syyoon@yna.co.kr

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