英伟达CEO黄仁勋:AI“或将”带来四天工作制,每次工业革命都改变社会行为

英伟达CEO黄仁勋:AI“或将”带来四天工作制,每次工业革命都改变社会行为

2025-09-01Technology
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马老师
早上好,小王。我是马老师,这里是为你专属打造的 Goose Pod。今天是9月2日,星期二,早上5点。
雷总
我是雷总。今天我们来聊一个热门话题:英伟达CEO黄仁勋说,AI“或许将”带来四天工作制。
雷总
我们先来看看老黄(黄仁勋)是怎么说的。他最近在一个采访里提到,AI革命正在开始,生产力会大幅提升,我们很“可能”会过渡到每周工作四天的模式。你敢信吗?每周能多休息一天!
马老师
雷总,这个观点很有意思。这不仅仅是工作时长的问题,我认为,这是一种社会行为的深刻变革。黄仁勋把这比作又一次工业革命,每一次技术浪潮,都会重塑我们的生活方式,你懂的。这是大势所趋。
雷总
没错!他希望我们能有更多时间陪家人、读读书、去旅行。他还说,“我们越有生产力,就有越多的机会去追求新的想法。” 这就是工程师的思维,效率提升不是为了躺平,而是为了去创造更多可能!
马老师
嗯,他看到了问题的两面。旧的工作岗位会消失,但新的会被创造出来,而且每个岗位都会因AI而改变。这不是简单的替代,而是一次全面的“武功升级”,每个人的招式都要变了,最终提升的是整个江湖的境界。
马老师
不过话说回来,雷总,黄仁勋为什么现在说话这么有分量?英伟达这家公司,是怎么一下子站到“武林之巅”的?在我的印象里,它以前不是那个做游戏显卡的吗?怎么就成了AI时代的“兵器谱”第一名了?
雷总
哎,马老师,这你可问对人了!这故事得从十几年前说起。最早我们程序员发现,英伟达为游戏开发的GPU,那种能同时处理海量并行计算的能力,简直就是为AI深度学习量身定做的!太快了,效率太高了!
马老师
哦?所以是无心插柳柳成荫?他们误打误撞,练就了一身绝世内功,正好碰上了AI这个需要深厚内力的“武学奇才”?这听起来就像是张无忌掉下山崖,结果练成了九阳神功,你懂的。
雷总
可以这么说!而且他们不光有硬件“内功”,还有软件“外功”。他们打造了一套叫CUDA的软件生态,把程序员都吸引过来了,用起来特别顺手。硬件、软件、供应链三位一体,对手根本没法打。所以你看,现在市值都快3万亿美元了!
马老师
原来如此,这是一个完整的生态系统。它建立了一个非常高的壁垒,让其他人很难逾越。所以黄仁勋现在出来谈工作的未来,已经不是一个简单的企业家预测,而是“武林盟主”在定调未来江湖的规矩。
马老师
当然,有江湖的地方就有纷争。对于AI改变就业这个问题,不同的“门派”观点可不一样。黄仁勋这边是光明顶,一片乐观,认为会创造更多好工作。但另一派,比如Anthropic的CEO,观点就有点像“黑木崖”了。
雷总
是的,Anthropic的CEO达里奥·阿莫迪就警告说,AI可能会带来一场“白领末日”,50%的白领工作会消失。这和老黄的看法完全是两个极端。一个说“未来会更好”,另一个说“我们要完蛋了”。
马老师
你看,这就是典型的路线之争。是“气宗”还是“剑宗”?一个看重AI带来的长期价值和宏大叙事,另一个更关注短期内AI这把利剑可能带来的冲击和阵痛。我认为,这两种观点都有它的道理,关键看我们如何驾驭。
雷总
除了路线之争,还有地缘政治的冲突。美国不断尝试用出口管制来限制咱们中国的AI发展,不让卖高端芯片。但老黄也坦言,这些尝试基本都失败了,反而可能加速了我们自主研发的进程。这就是现实的博弈。
雷总
没错,说到影响,这些出口管制最直接的结果,就是倒逼我们加速。你看,华为的昇腾910C芯片,马上就要出货了,就是为了填补这个市场空白。短期我们可能会有点困难,但长期来看,绝对是加速了我们自己的“神功”大成。
马老师
对,外部的压力,往往会激发内部的潜力。这在国家层面是这样,在个人层面也是。AI带来的冲击,会迫使整个社会进行一次大规模的再学习和再培训。我们不能守着过去的“旧武功”了,必须升级“心法”,提升AI素养。
雷总
是的,未来需要的是能和AI协作的人。所以现在大家讨论的,包括全民基本收入(UBI)这些政策,都是为了应对这种巨大的社会转型。目标就是让AI发展的好处,能被更广泛地分享,而不是加剧贫富差距。
雷总
展望未来,这个趋势已经不可逆转了。你知道吗?高盛和波士顿咨询都预测,未来几年AI相关的资本支出会超过1万亿美元!麦肯锡更夸张,说2030年前数据中心需要5.2万亿美元的投资!这都是真金白银啊!
马老师
我完全同意。黄仁勋说得很对,智能是“必不可少的基础设施”。我们正处在这个伟大基建的开端。这就像是为未来的四天工作制、为那个更美好的生活,打下坚实的地基,你懂的。未来已来。
马老师
好了,今天的讨论就到这里。感谢收听 Goose Pod。我们明天再见。
雷总
明天见!

## Nvidia CEO Jensen Huang Predicts AI Revolution Will Lead to 4-Day Work Weeks and Increased Productivity **Report Provider:** Fortune **Author:** Nick Lichtenberg **Published:** August 29, 2025 Nvidia CEO Jensen Huang believes the world is on the cusp of an "AI revolution" that will significantly alter social behavior, potentially leading to widespread adoption of four-day work weeks. In an interview with Liz Claman on Fox Business Network's *The Claman Countdown*, Huang expressed optimism about AI's ability to boost productivity and drive economic growth, while also acknowledging the potential for increased workloads due to the realization of more business ideas. ### Key Findings and Conclusions: * **AI Revolution and Social Change:** Huang likens the current AI advancements to previous industrial revolutions, predicting a shift in social behavior, specifically a move towards four-day work weeks. * **Increased Productivity and Busyness:** Despite the potential for shorter work weeks, Huang anticipates that individuals and companies will become "busier" as AI handles time-consuming tasks, allowing for the pursuit of more ideas. He stated, "I have to admit that I’m afraid to say that we are going to be busier in the future than now." * **Economic Growth and Productivity Boom:** Huang predicts that GDP will grow and productivity will increase due to AI and automation. Bank of America Research also forecasts a significant productivity boom for the S&P 500, addressing the "productivity paradox" where technological advancements haven't consistently translated into measurable productivity gains. * **AI's Broad Impact:** AI capabilities are impacting nearly every sector, including cloud computing, manufacturing, robotics, and self-driving vehicles. * **Job Transformation:** While some jobs may disappear, Huang believes many new jobs will be created, and crucially, "every job will be changed as a result of AI." He anticipates an overall improvement in "life quality" over time. * **Four-Day Work Week Evidence:** The article highlights successful pilot programs of the four-day work week, reporting up to a 24% increase in productivity, halved burnout, and sharply reduced turnover. Studies suggest current five-day work weeks are largely "performative," with workers achieving similar results in 33-34 hours. Companies that adopt shorter weeks rarely revert. ### Key Statistics and Metrics: * **Nvidia's Second Quarter Earnings:** Nvidia announced record earnings of **$46.7 billion** for its second quarter. * **Nvidia's Market Capitalization:** The company's market capitalization is **north of $4 trillion**, making it the largest in the world. * **AI Factory Infrastructure Investment:** Huang estimates that **$3 to $4 trillion** of AI factory infrastructure will be built out by the end of the decade. * **China's AI Hardware Market:** China represents a **$50 billion** AI hardware market, a segment Nvidia is eager to re-enter. * **Four-Day Work Week Productivity Gains:** Pilot programs have shown productivity climbs of **up to 24%**. * **Four-Day Work Week Hours:** Workers can accomplish the same results in approximately **33 to 34 hours** weekly. * **Netherlands Work Week:** Workers in the Netherlands routinely put in just **32 hours** a week. * **White-Collar Work Impact:** Anthropic's Dario Amodei predicts **50% of white-collar work** may vanish due to AI. ### Material Financial Data: * **Nvidia's Record $46.7 Billion Second Quarter Earnings:** This figure underscores the company's immense growth and the current demand for its AI technologies. * **Nvidia's Market Cap Exceeding $4 Trillion:** This valuation highlights Nvidia's dominant position in the technology sector and its critical role in the AI ecosystem. * **Projected $3-4 Trillion in AI Factory Infrastructure:** This massive investment indicates the scale of the global build-out required to support AI development and deployment. ### Notable Risks or Concerns: * **Geopolitical Tensions and Chip Exports:** The interview touched upon geopolitical tensions surrounding chip exports to China and the US administration's stance on licensing. Huang views US technology as a potential global standard and believes building AI on the "American tech stack helps America win." * **Job Displacement Anxiety:** While optimistic, Huang acknowledges that "some jobs will go away," referencing predictions of significant white-collar job losses. ### Important Recommendations: * The article implicitly suggests that companies should explore and adopt more efficient work models, such as the four-day work week, to leverage AI and improve employee well-being and productivity. ### Significant Trends or Changes: * **The beginning of the AI revolution:** A fundamental shift in how work is done and societal structures. * **Increased labor efficiency:** AI's ability to automate tasks leading to a need for less labor for the same output. * **Evolution of work structures:** The potential for a permanent shift from the five-day work week to a four-day model. * **Global investment in AI infrastructure:** A massive build-out of data centers and AI factories. * **Transformation of every job:** AI will fundamentally change the nature of most professions.

Nvidia CEO Jensen Huang says AI will ‘probably’ bring 4-day work weeks: ‘Every industrial revolution leads to some change in social behavior’

Read original at Fortune

Nvidia CEO Jensen Huang says the world is “at the beginning of the AI revolution,” and the rapid adoption of artificial intelligence across industries could bring “probably” a transition to four-day work weeks, marking another shift in social behavior akin to previous industrial revolutions. But that doesn’t mean life will slow down.

“I have to admit that I’m afraid to say that we are going to be busier in the future than now,” Huang told Liz Claman on Fox Business Network’s The Claman Countdown. He pointed to AI’s uncanny ability to take time-consuming things and get them done very quickly, and predicted that the way this will actually work is to realize the ideas of more business leaders with many ideas in their heads, like himself.

“I’m always waiting for work to get done because I’ve got more ideas,” he told Claman, adding that he thinks “most companies have more ideas than we know what to pursue. And so the more productive we are, the more opportunity we get to go pursue new ideas.” “Every industrial revolution leads to some change in social behavior,” Huang noted in a wide-ranging interview, predicting that GDP will grow and productivity will increase.

Certainly his company is growing. Huang was speaking to Claman in the aftermath of Nvidia’s record $46.7 billion second quarter earnings announced just a few days beforehand. His company still has a market capitalization north of $4 trillion, the largest in the world. Bank of America Research has predicted a sweeping productivity boom for the S&P 500 as companies learn to do more with less, solving the “productivity paradox” that has been a characteristic of much of the computer age: you can see the revolution everywhere except in the productivity statistics.

BofA Research’s Head of US Equity & Quantitative Strategy, Savita Subramanian, told Fortune this was partially, but not entirely, due to AI. The key is the same thing identified by Huang: doing things more efficiently. “If you’re productive, you are doing things more efficiently, you need less labor.

And this is more labor efficiency than anything else.” Extraordinary growth and demand for AI Huang emphasized that AI capabilities now touch nearly every sector, from cloud computing to manufacturing, robotics, and even self-driving vehicles. He detailed the explosive growth in demand for Nvidia’s AI chips, especially their new Blackwell Ultra architecture (code-named GB300), fueled by surging global investments in data centers.

Huang estimated that through the end of the decade, about $3 to $4 trillion of AI factory infrastructure will be built out.Looking to the future, Huang acknowledged both anxiety and excitement about AI’s effect on work. The interview also touched on the geopolitical tension of chip exports to China and the Trump administration’s stance on licensing.

Huang positioned US technology as a potential global standard, remarking, “Having the world build AI on American tech stack helps America win.” Nvidia remains eager to resume China shipments, which could reclaim a share of a $50 billion AI hardware market there. The 4-day week is already reality in some places Fortune highlights that several companies pioneering the four-day work week have seen notable wins: productivity climbed by up to 24%, burnout was halved, and turnover dropped sharply.

Large-scale studies in Britain and North America found that workers can accomplish the same results in around 33 to 34 hours weekly—and the drop from five to four days led to significantly better health, job satisfaction, and a dramatic reduction in sick days and quitting rates, suggesting that the current five-day work week is largely performative.

In the Netherlands, Fortune has reported, workers routinely put in just 32 hours a week, enjoying the quality-of-life improvements that come from a four-day schedule. Employees overwhelmingly want to keep the shorter week after pilot programs end and organizations that switch to them rarely revert to five days, supporting Huang’s assertion that industrial revolutions bring lasting social change.

Huang noted that with the advent of modern capitalism, the seven- or six-day work week evolved into a a world of five-day work weeks. “Every industrial revolution leads to some change in social behavior,” he said, adding that he expects the economy to be doing very well because of AI and automation.

” He returned to the hotly debated impact on jobs, where Huang has been optimistic and peers such as Anthropic’s Dario Amodei have predicted that 50% of white-collar work will vanish. “Some jobs will go away,” Huang said. “Many jobs will be new and invented. But one thing for sure, every job will be changed as a result of AI.

” He added that he believes “life quality will get better, of course, over time.”Nvidia declined to comment further. For this story, Fortune used generative AI to help with an initial draft. An editor verified the accuracy of the information before publishing. Introducing the 2025 Fortune Global 500, the definitive ranking of the biggest companies in the world.

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英伟达CEO黄仁勋:AI“或将”带来四天工作制,每次工业革命都改变社会行为 | Goose Pod | Goose Pod