黄仁勋(英伟达CEO):AI或促四天工作制,称工业革命必引社会变革

黄仁勋(英伟达CEO):AI或促四天工作制,称工业革命必引社会变革

2025-09-01Technology
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雷总hi
早上好,老王,我是雷总hi。这里是专属于你的 Goose Pod。今天是9月2日,星期二。
卿姐
我是卿姐。今天,我们来聊聊英伟达CEO黄仁勋的最新观点:人工智能或许将开启一个四天工作制的新时代。
雷总hi
我们开始吧。老黄最近的发言很有意思,他说AI带来的生产力革命,可能会让我们实现四天工作周。这可不是简单的技术升级,这是对我们整个工作和生活方式的颠覆。就像他说,每一次工业革命都会带来社会行为的改变。
卿姐
这让人想起从前,人们每周工作六天甚至七天,是工业革命的浪潮,才将我们带入了五天工作制的时代。历史总是惊人地相似,如今人工智能或许就是那股将我们推向下一个阶段的全新浪潮,给予我们更多时间去生活和感受。
雷总hi
没错!而且这不只是空想。自动化已经开始改变很多行业了,比如仓储机器人,它们不是为了取代人,而是把人从重复劳动中解放出来。未来的工作模式,一定是“人与机器人”的协作,而不是对抗,让我们可以专注于更有创造力的事。
卿姐
人机协作,这描绘了一幅和谐的未来图景。当机器承担了那些繁琐的、重复性的工作,人类的价值便更多地体现在那些机器无法替代的领域——比如创造力、共情能力和复杂的判断力。技术的进步,最终是为了成全更全面的人。
雷总hi
要理解老黄为什么这么有底气,就得看看英伟达是怎么走到今天的。十几年前,大家还觉得它就是个做游戏显卡的公司。但他们很早就发现,显卡,也就是GPU,它的并行计算能力,简直是为AI的深度学习算法量身定做的!
卿姐
并行计算?听起来有些专业,这和我们电脑里普通的中央处理器(CPU)有什么本质区别吗?能否用一个更生动的比喻来解释呢?
雷总hi
当然!你可以把CPU想象成一个数学博士,解决复杂问题能力超强,但一次只能算一道题。而GPU就像几千个小学生,虽然难题不行,但可以同时做几千道简单的加减法。AI训练,恰恰就需要这种“人海战术”!
卿姐
这个比喻真是豁然开朗!原来GPU的强大之处在于“众擎易举”。它用数量的优势,完美契合了人工智能大规模数据处理的需求。这大概就是“顺势而为”的最好体现了。
雷总hi
正是如此。而且英伟达不只卖硬件,它还打造了一个强大的软件生态系统,叫CUDA。程序员们用得顺手,就离不开了。硬件加软件,两条腿走路,这才建立了今天市值近三万亿的AI帝国。当然,现在其他科技巨头也醒悟过来,开始自己研发芯片了。
雷总hi
不过,对于AI的未来,可不是所有人都像老黄那么乐观。比如Anthropic公司的CEO,Dario Amodei,他就警告说AI可能会带来一场“白领职业的末日”。一个认为会创造更多好工作,一个认为会大量取代工作,这是两条完全相反的预测。
卿姐
这背后其实是两种截然不同的世界观的碰撞。一种是技术乐观主义,相信人类总能驾驭工具,创造新的繁荣;另一种则带有些许审慎的忧虑,担心我们创造出的力量,会反过来超越我们的控制,颠覆已有的社会结构。
雷总hi
老黄甚至还公开批评Amodei,说他“认为AI太可怕了,以至于只有他们自己能做”。这种分歧也延伸到了地缘政治上。美国试图通过出口管制来限制中国的AI发展,但老黄很务实地指出,这些尝试基本都失败了,反而可能刺激了对手。
卿姐
就如同那句古话所说,“禁者,常为所欲”。外部的限制,有时反而会成为内部革新的最强催化剂。这种技术与权力的博弈,不仅考验着企业的智慧,更考验着国家间的长远战略眼光。
雷总hi
这些管制措施的影响立竿见影。一方面,像华为这样的公司正在加速研发自己的AI芯片,试图填补市场空白。另一方面,有报道说,英伟达和AMD为了获得出口许可,可能需要将中国市场部分收入上交,这改变了整个游戏的规则。
卿姐
这不仅仅是商业层面的影响,它更深刻地触及了社会层面。面对如此巨大的变革,我们需要主动布局。比如,大力投资于教育和技能再培训,建立更完善的社会保障体系,确保AI驱动的生产力效益能被广泛地分享。
雷总hi
没错,必须得“升级”我们整个社会的“操作系统”了。否则,技术跑得太快,人跟不上,就会产生巨大的社会问题。国际间的合作对话也至关重要,得一起为这项强大的技术制定好“交通规则”。
雷总hi
展望未来,方向非常明确。老黄说,“智能是必不可少的基础设施”。未来十年,我们将见证历史上最伟大的基础设施建设之一,数万亿美元将被投入到数据中心、半导体和能源系统。这是一场全新的工业革命!
卿姐
就像过去的铁路和公路网定义了实体经济的版图,未来的算力网络和数据中心,也将构筑起数字时代的全新大陆。我们正处在一个波澜壮阔时代的开端。
卿姐
今天我们探讨了黄仁勋关于AI与四天工作制的愿景,以及其背后的技术变革与多方博弈。今天的讨论就到这里了。感谢收听Goose Pod。
雷总hi
我们明天再见。

## 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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