Published on May 28, 2026
JD.com, a major player in e-commerce, has long thrived on human labor. With a workforce of 900,000, the company has built its foundation on skilled employees managing logistics and customer service. This familiar landscape is now facing scrutiny as automation expands within the industry.
In a recent internal speech, founder Liu Qiangdong pledged to protect these jobs from the encroaching influence of AI and robotics. Yet, this commitment clashes with his ongoing vision of an ‘unmanned era,’ where a flagship warehouse reportedly operates with just four employees. This dichotomy raises eyebrows among stakeholders and industry observers.
JD.com has already begun implementing automated systems in its operations with significant investments in robotics and AI technologies. Reports indicate that some warehouse facilities are transitioning to fully automated processes, increasing efficiency while reducing reliance on human workers. The urgency of this shift has created tension between Liu’s assurances and the company’s direction.
The potential consequences of this strategy are profound. While automation can enhance productivity, it also threatens thousands of workers’ livelihoods. The balance between innovation and job security remains precarious, leaving many to question how JD.com will navigate its future in an increasingly automated landscape.
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