Nvidia CEO黃仁勳:唔用AI係瘋狂行為!

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Nvidia行政總裁黃仁勳:唔用AI去自動化每項工作簡直「瘋狂」——「我保證你哋仍有工作做」

Nvidia行政總裁黃仁勳向員工強調,要盡量善用人工智能(AI),唔好擔心AI會取代自己嘅工作。

喺上星期四嘅全體員工會議上,Nvidia公布再創紀錄嘅季度業績後,黃仁勳對外界報道指公司內部有管理層叫員工減少使用AI,表達強烈不滿。他話:「我聽講Nvidia有啲經理叫員工少用AI,呢啲人係咪瘋咗?」

黃仁勳進一步指出:「我希望所有能夠用AI自動化嘅工作都應該由AI去做,我保證你哋仍有好多工作要做。」

他透露Nvidia自家嘅軟件工程師已經使用AI編程助手Cursor,鼓勵員工即使AI現時未能完全勝任某啲任務,都要繼續使用,並親自參與改進AI,因為「我哋有能力做到」。

矽谷企業積極擁抱AI

Nvidia並非唯一一家大力推動AI應用嘅科技公司。微軟早喺今年六月就要求員工「使用AI已經唔係選擇」,並將GitHub Copilot整合入工作流程;Meta計劃將員工使用AI嘅情況納入績效評估;谷歌亦要求工程師開始使用自家Gemini AI編碼工具;亞馬遜員工更主動要求公司採用Cursor輔助編程。

在Nvidia內部,黃仁勳強調AI係幫助員工,而非取代。他指出公司最近一季新聘請咗「幾千人」,但整體人手仍「可能短缺約一萬人」,同時Nvidia亦正喺美國及亞洲(包括上海同台北)設立新辦公室。

所有目光聚焦Nvidia

近日圍繞AI熱潮是否形成泡沫嘅討論甚囂塵上,黃仁勳亦坦言市場冇真正體會到Nvidia本季度嘅「驚人」表現。儘管公司打破紀錄並調升下一季度指引,股價先升後跌,投資者仍質疑AI投資熱潮能持續幾耐。

黃仁勳話:「如果我哋交出差嘅季度成績,就證明有AI泡沫;如果成績好,就係推動AI泡沫。」他形容Nvidia正處於「兩難」局面,「如果我哋只係差少少、睇落有啲搖搖欲墜,整個世界都會崩潰。」

外界亦有重量級投資者質疑Nvidia及整體AI發展嘅可持續性。以《大空頭》著名嘅投資者Michael Burry公開對AI熱潮持懷疑態度,並直指Nvidia。他喺首篇Substack文章中,將Nvidia同90年代末嘅網絡泡沫時期嘅Cisco做比較,指出「公司可以不斷創新到死,更多新公司不斷冒起,有時新公司不過係舊公司嘅轉型」。

本報導初稿由生成式AI協助撰寫,經編輯核實後發佈。

評論與見解

黃仁勳嘅言論反映出現代科技企業對AI嘅態度正從恐懼轉為積極擁抱,強調AI係增強而非取代人力。佢嘅強硬立場,尤其係對內部管理層要求減少AI使用嘅反擊,顯示Nvidia視AI為核心競爭力,並視其為推動公司持續擴張嘅關鍵。

此舉亦反映出科技行業面對AI浪潮時嘅兩難:一方面,AI技術帶來效率革命,促使企業快速發展;另一方面,過度依賴AI令投資者擔心泡沫風險,股價波動劇烈。黃仁勳坦言「無贏局」,道出企業在市場期望與現實之間的掙扎。

此外,Nvidia積極招聘及拓展國際辦公室,顯示其對長遠AI發展仍充滿信心,認為人力資源依然不可或缺。這提醒我們,AI的發展並非單純替代,而是與人類能力互補,創造新工作機會和挑戰。

最後,Michael Burry的懷疑聲音亦值得重視,提示投資者需保持理性,警惕科技熱潮背後可能存在的泡沫風險。整體來看,Nvidia的策略和市場反應折射出AI時代企業與投資者之間複雜的心理與商業博弈,值得業界及社會持續關注。

以上文章由特價GPT API KEY所翻譯及撰寫。而圖片則由FLUX根據內容自動生成。

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