Jensen in the leather jacket, trillion-dollar stock, Blackwell chips flying off the line. Retail has seriously piled in, and the hype machine screams “AI forever.”
Everyone’s hypnotized by NVDA 0.00%↑ right now.
But I’ve peeled back the filings and the fanfare, and there’s another story buried deep in the workforce numbers. (You knew I was gonna say that, right?)
I’m not talking about the polished headcount charts they spoon-feed in glossy reports (back when they did), but the gritty math from hires, exits, and regional shifts.
This is where NVIDIA’s real story lives… and it’s not the one you’re hearing on CNBC.
I’ve tracked the headcount, and cross-referenced every disclosure I could get my hand on. The picture that emerges? Explosive growth on paper, but underneath: targeted attrition, efficiency drives, and a very silent offshoring strategy that props up margins while shifting the risk. They don’t ‘layoff’ right?
None of this shows up in the “official” narrative.
If you stop here, you’ll know what NVIDIA wants you to know. If you keep reading, you’ll see the numbers they’ve buried… And for a company supposedly hoarding talent during peak AI demand, there were some glaring red flags.
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