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Walmart pushes AI rollout, assures workers jobs stay safe

Financial Times Companies •
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Walmart used its Associates Week gathering in Arkansas to tell 2.1 million employees that artificial intelligence will augment, not replace, their roles. Executives rolled out OpenAI certification for any U.S. staff member and highlighted pilots ranging from apparel design to truck routing. The message counters a broader U.S. trend where AI has been cited as the top reason for recent lay‑offs.

Shareholders sought an AI impact report at Walmart’s annual meeting, but the proposal failed. The tech drive sped up after hiring Instacart veteran Daniel Danker as EVP for AI acceleration, a role that paid him $44 mn last year—more than former CEO Doug McMillon’s package. CEO John Furner honored two engineers who created a “vibe coding” platform letting hourly staff write code to fix business issues.

Investors have rewarded Walmart’s AI bets, pushing its market value past $1 tn—the first time a brick‑and‑mortar retailer topped that threshold. Analysts argue the technology edge could widen the gap with smaller rivals, even as recent earnings showed higher fuel and health‑care costs. The company maintains that AI will help meet demand spikes, such as delivering heat‑wave essentials within minutes.