Microsoft(US:MSFT) Sou Hu Cai Jing·2025-08-01 05:50Group 1 - The global technology industry is undergoing an unprecedented wave of personnel adjustments, with over 80,000 layoffs reported since 2025, reflecting strategic realignment rather than mere cost-cutting due to economic downturns [1] - Microsoft is a representative case, announcing a reduction of 9,000 positions, which is 4% of its total workforce, to align with its significant investment of $80 billion in AI for the fiscal year 2025, primarily for data center development [3] - Google has also made substantial personnel adjustments, cutting around 200 jobs across various departments, while Meta plans to reduce its workforce by 5%, focusing on non-AI roles [3] Group 2 - Companies are not only reducing headcount but also restructuring their business models; Salesforce laid off about 1,000 employees mainly from marketing and backend support, while planning to continue hiring for AI-related sales positions [4] - HP announced a layoff of approximately 2,000 employees due to the need for a complete organizational overhaul with the launch of AI PCs and AI office systems [4] - Klarna's transformation is significant, with its CEO revealing a reduction in staff from 5,000 to 3,000 due to AI implementation, adopting a hybrid customer service model that combines AI and human agents [4] Group 3 - Software engineers are the most affected group, with over 40% of layoffs at Microsoft being in software engineering roles, while product management and technical project management positions also face significant adjustments [3] - Traditional repetitive jobs, data entry, and customer service roles are increasingly being replaced by AI systems, which operate continuously, process faster, and have lower error rates [4]