Microsoft(US:MSFT) 财富FORTUNE·2025-07-21 13:05Core Viewpoint - The recent wave of layoffs in major companies is attributed to a complex interplay of factors, primarily the need to reallocate resources towards AI talent recruitment rather than solely due to AI replacing human jobs [4][6][10]. Group 1: Layoffs and AI Impact - Major companies like Microsoft, Google, Meta, IBM, PwC, and Chegg have laid off thousands of employees, with Microsoft alone cutting nearly 15,000 jobs, which is about 4% of its global workforce [5][8][9]. - Experts suggest that these layoffs are not just a result of AI taking over jobs but are part of a broader industry adjustment to free up funds for AI initiatives [6][10]. - Companies are increasingly prioritizing technical roles over administrative positions, indicating a shift in workforce requirements due to AI advancements [6][7]. Group 2: Company-Specific Actions - Microsoft has made significant cuts, with 6,000 layoffs in May and another 9,000 in July, while investing $80 billion in AI infrastructure [5]. - IBM has laid off 8,000 employees in administrative roles but is simultaneously hiring more engineers and sales personnel, highlighting the ongoing need for creative and complex decision-making skills [7]. - Meta and Google have also conducted large-scale layoffs, with Meta cutting 3,600 jobs and Google reducing positions in specific teams, both aiming to streamline operations and increase AI investments [8]. Group 3: Leadership Perspectives - CEOs from various tech companies acknowledge that AI is reshaping their industries, with some predicting that AI could replace nearly half of white-collar jobs [10][11]. - While some leaders express concern over job losses, others, like Bill Gates, foresee a future where AI enhances productivity and creates a "free intelligence" era [11].