Every major tech layoff in 2026 that has name-checked AI
Every major tech layoff in 2026 that has name-checked AI
2026年所有提及人工智能（AI）的大型科技公司裁员盘点
Microsoft said Monday that it has eliminated about 4,800 roles, or 2.1% of its global workforce, adding to the string of AI-related layoffs hitting the tech world. The company said the roles being cut are “not being replaced by AI,” but acknowledged that “AI is changing how work gets done” and automating many everyday tasks. 微软周一宣布裁员约4800人，占其全球员工总数的2.1%，这进一步加剧了科技界与人工智能相关的裁员潮。该公司表示，被裁减的岗位“并非被AI取代”，但承认“AI正在改变工作方式”，并实现了许多日常任务的自动化。
The cuts continue what feels to many in the tech industry like an epidemic: companies reporting record revenues while simultaneously culling their workforces, pointing to AI as both the engine of growth and the reason for the cuts. Tech layoffs hit their highest single month in years in May, and AI was the most-cited reason, according to outplacement firm Challenger, Gray & Christmas. 这些裁员行动延续了科技行业中一种类似“流行病”的现象：企业在报告创纪录营收的同时，却在同步削减员工规模，并将AI既视为增长引擎，也视为裁员的理由。据就业安置公司Challenger, Gray & Christmas的数据，5月份科技行业的裁员人数达到了多年来的单月最高值，而AI是其中被提及最多的原因。
Roughly 120,000 tech roles have now been cut in 2026, according to Layoffs.fyi, a tracker that has monitored industry layoffs since 2020. We recently wrote about why that rationale is something companies may want to rethink, not least because for many of these companies, the teams they’re now cutting ballooned during the pandemic hiring surge, raising questions about what’s really going on right now. Below is a running look — in reverse chronological order — at the bigger tech companies that have announced significant layoffs this year with AI as a stated factor. 根据自2020年起追踪行业裁员情况的网站Layoffs.fyi显示，2026年迄今已有约12万个科技岗位被裁撤。我们最近撰文探讨了为何企业可能需要重新思考这一逻辑，尤其是因为对于许多公司而言，他们现在裁减的团队是在疫情期间招聘激增时膨胀起来的，这引发了人们对当前真实情况的质疑。以下是今年宣布重大裁员并明确将AI作为因素的大型科技公司盘点（按时间倒序排列）。
Oracle — June 22, 2026. Oracle disclosed in late June that it had reduced its workforce by 21,000 employees over the past 12 months, a decline of 13%, which means more cuts than was previously known, including because of AI. “The adoption and deployment of AI technologies across our operations have resulted, and may continue to result, in reductions to our workforce,” the company said in an annual financial regulatory filing. 甲骨文 (Oracle) — 2026年6月22日。 甲骨文在6月下旬披露，过去12个月内其员工人数减少了2.1万人，降幅达13%。这意味着裁员规模超过了此前的预期，其中部分原因涉及AI。该公司在年度财务监管文件中表示：“在我们的运营中采用和部署AI技术已经导致，并可能继续导致我们员工人数的减少。”
GitLab — June 3, 2026. GitLab laid off roughly 350 workers, about 14% of its staff, to fund AI infrastructure investment and handle surging traffic from AI workflows. CEO Bill Staples said agentic workloads are “pushing competitors to the brink” and that the company had begun a “generational rebuild” of its core infrastructure to support what he called 100x growth requirements. GitLab is exiting 22 countries, flattening management layers, and partnering with an unspecified AI lab to rebuild its platform for agent-scale workloads. GitLab — 2026年6月3日。 GitLab裁减了约350名员工，占其员工总数的14%，旨在为AI基础设施投资提供资金，并应对AI工作流带来的流量激增。首席执行官Bill Staples表示，智能体（Agentic）工作负载正在“将竞争对手逼入绝境”，公司已开始对其核心基础设施进行“代际重建”，以支持他所称的百倍增长需求。GitLab正在退出22个国家，精简管理层级，并与一家未透露名称的AI实验室合作，为智能体规模的工作负载重建其平台。
Google — ongoing through May. Alphabet’s Google has quietly cut employees across its Cloud division, including its Threat Intelligence Group and Mandiant-linked cybersecurity staff, even as Cloud revenue grew 63% to exceed $20 billion for the first time and its backlog nearly doubled to over $460 billion. Over the past year, Google has cut more than a third of the managers overseeing small teams — 35% fewer managers with fewer direct reports. 谷歌 (Google) — 持续至5月。 Alphabet旗下的谷歌在云部门悄然裁员，包括威胁情报小组和与Mandiant相关的网络安全人员。尽管其云业务营收增长了63%，首次突破200亿美元，且积压订单几乎翻倍至超过4600亿美元。在过去一年中，谷歌裁减了超过三分之一负责小型团队的经理——经理人数减少了35%，直接下属也随之减少。
Intuit — May 20, 2026. Intuit announced plans to eliminate roughly 3,000 jobs — about 17% of its total workforce — in a restructuring centered on reducing complexity and reallocating resources toward AI. CEO Sasan Goodarzi reportedly told staff the company is reducing complexity and simplifying the structure so it can deliver better products. Intuit — 2026年5月20日。 Intuit宣布计划裁减约3000个岗位，约占其员工总数的17%。此次重组的核心是降低复杂性，并将资源重新分配给AI。据报道，首席执行官Sasan Goodarzi告诉员工，公司正在降低复杂性并简化结构，以便能够提供更好的产品。
Meta — May 20-21, 2026. Meta laid off about 8,000 employees, roughly 10% of its workforce, while moving about 7,000 employees into new AI-focused roles (that they reportedly hate). CEO Mark Zuckerberg told staff the cuts were necessary because “success isn’t a given” in AI. Meta — 2026年5月20-21日。 Meta裁减了约8000名员工，约占其员工总数的10%，同时将约7000名员工调岗至新的AI重点岗位（据报道员工对此并不喜欢）。首席执行官马克·扎克伯格告诉员工，裁员是必要的，因为在AI领域“成功并非理所当然”。
Cisco — May 14, 2026. Cisco announced it’s cutting nearly 4,000 jobs, about 5% of its workforce, despite reporting better-than-expected profit and revenue. CFO Mark Patterson said: “This was really not a savings-driven restructure… this is more [about] realigning … resources around silicon, optics, security and AI.” 思科 (Cisco) — 2026年5月14日。 思科宣布裁员近4000人，约占其员工总数的5%，尽管其利润和营收均好于预期。首席财务官Mark Patterson表示：“这确实不是以节省成本为导向的重组……这更多是关于围绕硅片、光学、安全和AI重新调整资源。”
Cloudflare — May 7-8, 2026. Cloudflare cut about 20% of its workforce (1,100 people), reporting quarterly revenue of $639.8 million, up 34% year-over-year and the highest single quarter in company history. CEO Matthew Prince wrote that “the vast majority of those we laid off last week were measurers” — middle management, finance, legal, internal auditing, and revenue recognition. Cloudflare — 2026年5月7-8日。 Cloudflare裁减了约20%的员工（1100人）。该公司报告季度营收为6.398亿美元，同比增长34%，创下公司历史单季最高纪录。首席执行官Matthew Prince写道，“上周我们裁掉的绝大多数人是‘衡量者’”，即中层管理、财务、法律、内部审计和收入确认部门的员工。
General Motors — May 12, 2026. GM eliminated 500 to 600 jobs, largely in IT roles in Austin, Texas, and Warren, Michigan, saying it was reevaluating its workforce needs amid uncertain market conditions. A person familiar with the cuts told CNBC that AI played a role in the decision but that it wasn’t the only reason. 通用汽车 (General Motors) — 2026年5月12日。 通用汽车裁减了500至600个岗位，主要集中在德克萨斯州奥斯汀和密歇根州沃伦的IT部门。公司表示，在市场环境不确定的情况下，正在重新评估其用工需求。一位知情人士告诉CNBC，AI在这一决定中发挥了作用，但这并非唯一原因。
Coinbase — May 5, 2026. The crypto exchange said it was cutting about 700 employees, or 14% of its staff, as part of a restructuring aimed at addressing market volatility and increasing AI efficiency. CEO Brian Armstrong wrote that AI had changed the pace of work dramatically — “engineers use AI to ship in days what used to take a team weeks” — and that the company needed to “leverage AI across every facet of our jobs.” Coinbase — 2026年5月5日。 这家加密货币交易所表示将裁减约700名员工，占其员工总数的14%，作为旨在应对市场波动和提高AI效率的重组计划的一部分。首席执行官Brian Armstrong写道，AI极大地改变了工作节奏——“工程师使用AI可以在几天内完成过去需要团队几周才能完成的工作”——公司需要“在我们工作的方方面面利用AI”。
PayPal — May 5, 2026. PayPal announced plans to cut around 20% of its workforce over the next two to three years — north of 4,500 jobs — as part of a turnaround strategy centered on AI adoption and organizational simplification. CEO Enrique Lores told investors the company would “aggressively adopt AI” in its development processes and for… PayPal — 2026年5月5日。 PayPal宣布计划在未来两到三年内裁减约20%的员工（超过4500个岗位），作为以AI应用和组织简化为核心的转型战略的一部分。首席执行官Enrique Lores告诉投资者，公司将在开发流程中“积极采用AI”，并用于……