IBM(US:IBM) 程序员的那些事·2025-11-07 10:40Core Viewpoint - IBM is planning to lay off thousands of employees as part of a strategic shift towards AI and software, highlighting a significant change in priorities within the tech industry [1][10]. Group 1: Layoff Details - IBM will cut at least several thousand jobs, affecting less than a single-digit percentage of its global workforce of approximately 270,000 employees, which translates to an estimated 2,700 to 24,300 positions [4][3]. - The layoffs are expected to primarily impact employees in the U.S. infrastructure department, with reports suggesting that this department may see a reduction of nearly 50% [10][4]. - Employees notified of "resource adjustments" will have 30 days to find new positions within the company before being laid off with severance pay [4]. Group 2: Strategic Shift - The layoffs are part of a broader strategic adjustment led by CEO Arvind Krishna, focusing on higher-margin areas such as software and cloud services, including the previously acquired Red Hat [10]. - IBM's software business has shown a 10% year-over-year revenue growth, although the growth rate for Red Hat has slowed, which may be a factor in the restructuring [10]. - The company is reallocating resources to areas with greater growth potential, such as software development and its generative AI platform, watsonx [10]. Group 3: Industry Context - IBM is not alone in this trend; since 2025, the U.S. tech industry has experienced a wave of layoffs as companies shift focus to AI and streamline operations [12]. - Other tech giants, such as Amazon and Meta, have also announced significant layoffs, with Amazon planning to cut 14,000 jobs and Meta reducing 600 positions in its AI department [12][14]. - Despite exceeding financial expectations, IBM's decision to proceed with layoffs underscores a broader industry movement towards operational efficiency and a focus on profitable AI and cloud computing sectors [14].