2026-02-03T17:44:00-0500 / CBS新闻
上个月，Pinterest和陶氏化学（Dow）宣布裁员时，将裁员部分归咎于向人工智能的转型——这表明一些雇主在削减工资单的同时，正在加大对人工智能的投资。
尽管经济学家普遍淡化了生成式人工智能迄今对美国更广泛劳动力市场的影响，但对于那些突然失业、而公司却在宣传其采用此类工具的员工来说，这可能带来的慰藉微乎其微。
根据职场过渡公司Challenger, Gray and Christmas的数据，2025年，公司在宣布裁员时直接提及使用人工智能的情况涉及55,000个岗位，是两年前仅因人工智能导致的裁员数量的12倍多。在这些失业案例中，51,000个来自科技行业，大部分裁员集中在加利福尼亚和华盛顿等科技企业密集的州。
Challenger, Gray and Christmas的首席营收官Challenger告诉CBS新闻，经过多年向人工智能领域投入资金以提高效率和生产力后，企业正面临着证明收益的压力。
“这意味着工作岗位正被人工智能取代，”他说。
亚马逊是转向人工智能的科技巨头之一。2025年，首席执行官安迪·贾西（Andy Jassy）在一份备忘录中表示，随着公司在未来几年投资于人工智能”代理”以寻求效率提升，他预计这家电子商务巨头的白领岗位数量将减少。
“我们将需要更少的人来完成今天正在做的某些工作，而更多的人将从事其他类型的工作，”贾西当时表示。
亚马逊在1月份宣布裁员16,000人，但在给员工的备忘录中并未明确提及使用人工智能。
相比之下，Pinterest将裁员描述为将资源转向扩展其人工智能系统和能力的方式。
其他公司在裁员公告中虽未明确提及人工智能，但指出他们正在加大技术和自动化的使用。
一个方便的借口？
裁员公告的密集发布恰逢经济学家试图了解人工智能将如何重塑美国劳动力市场——考虑到整个经济中人工智能应用的爆发式增长，这一目标变化迅速。
投资咨询公司牛津经济研究院（Oxford Economics）全球宏观研究主管Ben May在最近的一份报告中表示，虽然某些工作岗位可能面临人工智能的威胁，但大多数雇主似乎并未用人工智能大量取代工人。
他还提出了另一种可能性——公司可能将人工智能作为裁员的借口。
“我们怀疑一些公司试图将裁员包装成一个好消息而非坏消息——例如，通过强调技术变革而非过去的过度招聘，”他说。
Revelio Labs（一家收集和分析公共劳动力市场数据的公司）的首席经济学家Lisa Simon也怀疑一些公司正在用人工智能来合理化裁员。
“公司想要裁撤不再服务于自身的部门，”她说，”而且我认为，目前人工智能在一定程度上是一种幌子和借口。”
她认为，这项技术对招聘的影响可能大于裁员，因为当公司意识到可以用更少的人做更多的工作时，它们会缩减招聘规模。
Challenger表示，他预计与人工智能相关的裁员通知将会继续出现。”我认为，这项技术创新将对几乎所有行业产生影响，”他说。
已宣布与AI相关裁员的公司
这家总部位于旧金山的公司1月份宣布计划裁掉15%的员工，一位发言人告诉CBS新闻，这家社交媒体公司正在”进行组织变革，以进一步推进其以AI为导向的战略，包括招聘具备AI技能的人才。”
陶氏化学（Dow）
美国化工和塑料制造商陶氏化学上个月表示，随着其加大人工智能和自动化的使用，将裁掉约4,500个岗位。
Indeed和Glassdoor
这两家均由Recruit Holdings拥有的职业服务公司去年宣布总共削减约1,300个岗位。Recruit Holdings首席执行官Hisayuki “Deko” Idekoba在给员工的电子邮件中表示，”人工智能正在改变世界”，公司必须相应地进行调整。
Chegg
2025年10月，在线教育辅助平台Chegg表示，由于面临”AI的新现实”以及来自谷歌的流量减少，将裁掉45%的员工。
CrowdStrike
CrowdStrike首席执行官兼联合创始人George Kurtz去年表示，随着公司加大对人工智能的投入，该网络安全公司将削减约500个职位。”我们正处于一个市场和技术的转折点，人工智能正在重塑每个行业，加速威胁并改变客户需求，”他在公司备忘录中写道。
惠普（HP）
2025年11月，惠普在财报公告中表示，该电脑和软件制造商预计将减少4,000至6,000名全球员工——这是公司为提高AI生产力而进行的更广泛调整的一部分。该公司还表示，到2028财年末，重组将带来10亿美元的净节省。
Workday
运营基于云的帮助企业管理人力资源和财务平台的Workday在2025年2月宣布将裁掉约1,750个岗位。首席执行官Carl Eschenbach在重组公告中提到了人工智能。
“各地公司都在重新构想工作方式，对人工智能日益增长的需求有潜力推动我们进入一个新的增长时代，”他写道，”这为我们创造了巨大机遇，但我们需要做出一些调整，以便更好地将资源与客户不断变化的需求保持一致。”
More companies are pointing to AI as they lay off employees
2026-02-03T17:44:00-0500 / CBS News
When Pinterest and Dow announced layoffs last month, they attributed the job cuts in part to a shift to artificial intelligence — a sign that some employers are stepping up their investment in AI as they pare their payrolls.
Although economists have generally downplayed the impact to date of generative AI on the broader U.S. workforce, that may offer little comfort to the employees who suddenly find themselves out of work as companies tout their adoption of such tools.
In 2025, companies directly pointed to their use of AI in announcing 55,000 job cuts — more than 12 times the number of layoffs attributed to AI just two years earlier, according to outplacement firm Challenger, Gray and Christmas. Of those job losses, 51,000 were in tech, with most of the cuts concentrated in tech-heavy states such as California and Washington.
After years of pouring money into AI in a bid to boost efficiency and productivity, companies are under pressure to demonstrate the gains, Challenger, chief revenue officer of Challenger, Gray and Christmas, told CBS News.
“That means jobs being replaced with artificial intelligence,” he said.
Amazon is one of the tech giants turning to AI. In 2025, CEO Andy Jassy said in a memo that he expected the e-commerce giant to shrink its number of white-collar jobs as the company invests in AI “agents” over the next few years in search of efficiency gains.
“We will need fewer people doing some of the jobs that are being done today, and more people doing other types of jobs,” Jassy said at the time.
Amazon said in January that it was cutting 16,000 jobs, but didn’t explicitly mention its use of AI in a memo to employees.
By contrast, Pinterest framed the cuts as a way to redirect resources toward expanding its AI systems and capabilities.
Other companies haven’t explicitly mentioned AI in their layoffs announcements, but have noted that they are ramping up their use of technology and automation.
A convenient excuse?
The flurry of layoff announcements comes as economists try to get a read on how AI will reshape America’s workforce — a fast-moving target given the explosion in AI usage across the economy.
Ben May, director of global macro research at investment advisory firm Oxford Economics, said in a recent report that while some jobs are potentially exposed to AI, most employers don’t appear to be replacing a significant number of workers with AI.
He also suggested something else — that companies could be using AI as a pretext for job cuts.
“We suspect some firms are trying to dress up layoffs as a good news story rather than a bad one — for example, by pointing to technological change instead of past overhiring,” he said.
Lisa Simon, chief economist at Revelio Labs, which collects and analyzes public labor market data, also suspects that some companies are pointing to their use of AI to rationalize layoffs.
“Companies want to get rid of departments that no longer serve them,” she said. “And I think, for now, AI is a little bit of a front and an excuse.”
She posits that the technology is having more of an impact on hiring than layoffs, with companies pulling back as they realize they can do more with less.
Challenger said he expects AI-related layoff notices to keep coming. “This technological innovation, I think, it’s going to affect pretty much every industry,” he said.
Companies that have announced AI-related cuts
The San Francisco-based company announced in January that it plans to cut 15% of its workforce, with a spokesperson telling CBS News that the social media company is “making organizational changes to further deliver on our AI-forward strategy, which includes hiring AI-proficient talent.”
Dow
Dow, an American chemical and plastics manufacturer, said last month that it is eliminating roughly 4,500 jobs as it steps up its use of AI and automation.
Indeed and Glassdoor
The career services firms, both owned by Recruit Holdings, announced last year that they were slashing a total of roughly 1,300 jobs. In an email to employees, Recruit Holdings CEO Hisayuki “Deko” Idekoba said that “AI is changing the world” and that the company must adapt accordingly.
Chegg
In October 2025, online education assistance platform Chegg said it was eliminating 45% of its workforce as it faces the “new realities of AI” and reduced traffic from Google.
CrowdStrike
CrowdStrike CEO and co-founder George Kurtz said last year that the cybersecurity company was cutting about 500 positions as it leans into AI. “We’re operating in a market and technology inflection point, with AI reshaping every industry, accelerating threats, and evolving customer needs,” he wrote in a company memo.
HP
In November 2025, HP said in an earnings announcement that the computer and software maker expected to reduce its global headcount by 4,000 to 6,000 employees — part of a wider company initiative to increase productivity by using AI. The company also said the restructuring would net $1 billion in savings by the end of fiscal year 2028.
Workday
Workday, which runs a cloud-based platform that helps companies manage HR and finance, said in February 2025 that it would eliminate roughly 1,750 jobs. CEO Carl Eschenbach cited AI in the restructuring announcement.
“Companies everywhere are reimagining how work gets done, and the increasing demand for AI has the potential to drive a new era of growth for Workday,” he wrote. “This creates a massive opportunity for us, but we need to make some changes to better align our resources with our customers’ evolving needs.”
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