Monday.com is the latest tech company to blame AI for layoffs — here are 20 others
Monday.com is the latest tech company to blame AI for layoffs — here are 20 others
Monday.com 成为最新一家将裁员归咎于人工智能的科技公司——以下是其他 20 家
Monday.com, the Tel Aviv-based work management software company known for its colorful, customizable project-tracking boards, this week became the latest tech company to cite AI as a factor in job cuts. 总部位于特拉维夫的工作管理软件公司 Monday.com 以其色彩丰富、可定制的项目跟踪看板而闻名，本周，该公司成为最新一家将人工智能（AI）列为裁员因素的科技公司。
On Wednesday, the company said in an SEC filing that it will lay off about 20% of its workforce, or just over 600 employees, as part of a “restructuring plan” tied to its “ongoing transformation of its product, marketing, and go-to-market strategy” in support of “a leaner, more focused operating model” as it continues investing in its “AI-driven growth strategy.” 周三，该公司在提交给美国证券交易委员会（SEC）的文件中表示，将裁减约 20% 的员工，即 600 多名员工。此举是其“重组计划”的一部分，旨在支持其“产品、营销和市场进入策略的持续转型”，从而实现“更精简、更专注的运营模式”，同时继续投资于其“人工智能驱动的增长战略”。
Co-founder Eran Zinman told employees in a LinkedIn memo that the move “was not made to reduce costs or replace people with AI,” positioning it instead as adapting the organization to a new AI-first vision the company laid out roughly a year ago when it rebranded around a platform-wide AI push. 联合创始人 Eran Zinman 在一份 LinkedIn 备忘录中告诉员工，此举“并非为了削减成本或用人工智能取代员工”，而是为了让组织适应公司大约一年前提出的“人工智能优先”新愿景，当时公司围绕全平台人工智能推动进行了品牌重塑。
Monday.com, which has two offices in the U.S., expects $45 million to $55 million in net restructuring charges but still projects up to 20% year-over-year revenue growth for 2026. 在美国设有两处办事处的 Monday.com 预计将产生 4500 万至 5500 万美元的净重组费用，但仍预计 2026 年的收入将实现高达 20% 的同比增长。
So far, according to new Financial Times analysis, U.S. tech companies have slashed nearly 140,000 jobs since the start of this year, with Amazon, Oracle, Meta, and Microsoft alone accounting for almost 50,000 of those cuts as they funnel hundreds of billions of dollars into AI data center buildouts. 根据《金融时报》的最新分析，自今年年初以来，美国科技公司已裁员近 14 万人。仅亚马逊、甲骨文、Meta 和微软四家公司就裁减了近 5 万人，因为它们正将数千亿美元投入到人工智能数据中心的建设中。
Interestingly, the FT also found that companies citing AI as a factor in job cuts have underperformed the Nasdaq by almost 10% in the 30 trading days following their announcements, suggesting the market doesn’t entirely buy the stories that the companies are telling. 有趣的是，《金融时报》还发现，那些将人工智能列为裁员因素的公司在宣布裁员后的 30 个交易日内，其表现比纳斯达克指数低了近 10%，这表明市场并不完全买账这些公司给出的理由。
Still, the picture isn’t uniformly bleak. The FT notes that AI-focused companies like Anthropic and OpenAI are hiring rapidly, absorbing some of the talent shed elsewhere in the industry. 不过，情况并非一片黯淡。《金融时报》指出，像 Anthropic 和 OpenAI 这样专注于人工智能的公司正在迅速招聘，吸收了行业内其他地方流失的部分人才。
And within some of the very companies making cuts, headcount is shifting rather than disappearing entirely. Meta, for instance, earlier this year moved roughly 7,000 employees into new AI-focused roles even as it laid off 8,000 others, and IBM says it’s tripling entry-level hiring for AI and hybrid-cloud roles alongside recent cuts. 在一些进行裁员的公司内部，员工人数是在转移，而不是完全消失。例如，Meta 今年早些时候在裁员 8000 人的同时，将约 7000 名员工调到了新的 AI 重点岗位上；IBM 也表示，在近期裁员的同时，其针对人工智能和混合云职位的入门级招聘人数增加了两倍。
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. 以下是今年宣布重大裁员并将人工智能作为明确因素的大型科技公司的概览（按时间倒序排列）。
Microsoft — July 9, 2026. Microsoft cut about 4,800 roles, or 2.1% of its global workforce, most of them in its Xbox gaming unit, resetting the business only three years after acquiring Activision Blizzard for $75 billion, per the FT. Separately, it offered buyouts structured as voluntary separations, without disclosing how many employees these would impact. The company said the role eliminations were “not being replaced by AI” but acknowledged “AI is changing how work gets done.” 微软 — 2026 年 7 月 9 日。 据《金融时报》报道，微软裁减了约 4800 个职位，占其全球员工总数的 2.1%，其中大部分位于 Xbox 游戏部门。在以 750 亿美元收购动视暴雪仅三年后，微软对该业务进行了重组。此外，公司还提供了自愿离职的买断方案，但未披露受影响的员工人数。公司表示，裁撤的职位“并非被人工智能取代”，但承认“人工智能正在改变工作方式”。
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 — 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%，这意味着裁员规模比此前已知的要大，其中部分原因是人工智能。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人工智能技术已经导致，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 — 2026 年 6 月 3 日。 GitLab 裁员约 350 人，约占其员工总数的 14%，旨在为人工智能基础设施投资提供资金，并应对人工智能工作流带来的激增流量。首席执行官 Bill Staples 表示，智能体（agentic）工作负载正在“将竞争对手推向边缘”，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 100 倍增长需求。
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. 谷歌 — 持续至 5 月。 Alphabet 旗下的谷歌在云部门悄悄裁员，包括威胁情报小组和与 Mandiant 相关的网络安全人员。尽管其云业务收入增长了 63%，首次超过 200 亿美元，且积压订单几乎翻了一番，达到 4600 多亿美元。
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. Intuit — 2026 年 5 月 20 日。 Intuit 宣布计划裁减约 3000 个职位（约占其员工总数的 17%），此次重组旨在降低复杂性并将资源重新分配给人工智能。
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. Meta — 2026 年 5 月 20-21 日。 Meta 裁员约 8000 人，约占其员工总数的 10%，同时将约 7000 名员工调至新的 AI 重点岗位。
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 — 2026 年 5 月 14 日。 思科宣布裁员近 4000 人，约占其员工总数的 5%，尽管其利润和收入均好于预期。首席财务官 Mark Patterson 表示：“这确实不是以节省成本为驱动的重组……这更多是关于围绕芯片、光学、安全和人工智能重新调整资源。”
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. Cloudflare — 2026 年 5 月 7-8 日。 Cloudflare 裁员约 20%（1100 人），其季度收入为 6.398 亿美元，同比增长 34%。