亚马逊确认再裁1.6万人：AI竞争下，收缩与聚焦

Core Viewpoint - Amazon has announced a significant layoff of approximately 16,000 corporate positions, marking the second round of large-scale layoffs since October of the previous year, totaling around 30,000 positions in three months, which represents about 10% of its corporate and tech workforce [1][3][4] Group 1: Layoff Details - The layoffs are part of a broader strategy to streamline management layers and enhance accountability within the organization, as stated by Amazon's Senior Vice President Beth Galetti [1][4] - Affected employees in the U.S. will receive a 90-day transition period to find new roles, and those who do not secure a new position will receive severance pay and benefits [1][4] - The layoffs primarily affect white-collar positions across key sectors such as Amazon Web Services (AWS), retail, Prime Video, and human resources [5][6] Group 2: Financial Implications - Amazon's Q3 2025 financial report indicates that the company has incurred $1.8 billion in special expenses related to the layoffs, which is a significant financial burden [4] - The company's Q3 net sales increased by 13% year-over-year to $180.2 billion, exceeding market expectations, while net profit reached $21.2 billion, showing a nearly 40% increase [7][8] - AWS revenue grew by 20% year-over-year to $33 billion, marking the strongest growth since 2022, highlighting the importance of this segment in Amazon's overall strategy [7] Group 3: Strategic Shift - CEO Andy Jassy is focused on reshaping Amazon's corporate culture to eliminate bureaucracy and operate more efficiently, akin to a large startup [5][6] - The layoffs are seen not only as a cost-cutting measure but also as a necessary step to flatten the organizational structure and adapt to changing market conditions [5][10] - Amazon is significantly increasing its capital expenditures, raising its full-year guidance to $125 billion, with a focus on AI and data center investments, indicating a strategic pivot towards future technologies [8][9] Group 4: Industry Context - The trend of layoffs is not isolated to Amazon; the tech industry has seen approximately 700,000 layoffs over the past four years, reflecting a broader shift towards efficiency rather than growth [9][10] - Other tech giants, such as Meta and Pinterest, are also reallocating resources towards AI, indicating a collective industry movement towards optimizing operations in response to economic pressures [9][10]