Core Points - Amazon plans to lay off approximately 14,000 employees to streamline operations and accelerate AI deployment, following a period of significant hiring during the pandemic [1][2] - The layoffs are part of a strategic contraction as the company faces cost pressures from over-hiring, with total employees peaking at around 1.54 million [1][4] - The layoffs may affect various departments, including human resources, devices and services, and operations [1][2] - Amazon's focus on AI is a fundamental driver of these changes, with the company investing heavily in AI applications and automation technologies [2][3] Group 1: Layoff Details - The current layoffs are the largest in the tech industry since 2020, with Amazon being the second-largest private employer in the U.S. [2][4] - The company has already made minor layoffs in various departments over the past two years [1] - Amazon's CEO emphasized the need for investment in AI to redefine customer experiences [2] Group 2: Financial Performance - Despite the layoffs, Amazon reported a 13% increase in net sales and a 229% increase in net profit in Q1 of this year, with Q2 also showing a significant profit increase of 101% [3] - The company plans to invest over $4 billion to double its delivery network by the end of 2026, focusing on small towns and rural areas [3] Group 3: Industry Context - The layoffs at Amazon are part of a broader trend in the tech industry, with 216 companies cutting nearly 100,000 jobs this year [4][5] - Other tech giants, including Microsoft and Meta, have also announced significant layoffs, indicating a tightening labor market and rising operational costs [5]

记者丨董静怡 编辑丨张伟贤 在三季度财报发布之前，亚马逊于28日宣布，计划裁减约1.4万名公司职员，占其公司职员总数的4%， 以精简运营、加快人工智能部署。 这是自2022年以来亚马逊最大规模的裁员，该公司在过去两年已累计裁员超过2.7万人，且在设备、通 讯等多个部门持续进行着小规模裁员。 值得注意的是，这一决定出现在公司业绩表现强劲的时期——第二季度财报显示亚马逊净销售额达到 1677亿美元，同比增长13%，营运利润192亿美元，同比增长31%。 亚马逊人力体验与技术高级副总裁贝丝·加莱蒂在致员工信中表示，鉴于公司二季度的良好业绩，裁员 可能会引发质疑，但她表示这是必要的，因为"世界正在快速变化"。 尽管宣布裁员，但亚马逊在资本市场却表现出一定的韧性，消息公布后其股价不降反升。截至10月28日 美股收盘，亚马逊股价上涨1%，报229美元。 eMarketer分析师斯凯·卡纳维斯指出："亚马逊可能已经意识到其内部团队在基于AI的生产力提升方面达 到一定程度，从而能够支持大规模的裁员。" 裁员背后，AI替代 最近两天，亚马逊裁员的消息被广泛议论，据悉，受影响的员工已于10月28日开始陆续收到通知。 加莱蒂表示， ...

Core Viewpoint - Amazon announced plans to lay off approximately 14,000 employees, representing 4% of its total workforce, to streamline operations and accelerate AI deployment, marking the largest layoffs since 2022 [1][4] Group 1: Layoff Details - The layoffs are part of a broader strategic transformation within Amazon, which has seen a total of over 27,000 employees laid off in the past two years [1][4] - Affected employees will have 90 days to find new positions within the company, and those who choose to leave will receive severance pay and additional benefits [4] - The layoffs primarily target corporate staff, as Amazon's total workforce exceeds 1.54 million, with around 350,000 in corporate roles [4] Group 2: Financial Performance - Amazon's Q2 financial results showed strong performance, with net sales reaching $167.7 billion, a 13% year-over-year increase, and operating income of $19.2 billion, up 31% [1] - Despite the layoffs, Amazon's stock price increased by 1% to $229 following the announcement, indicating market resilience [1] Group 3: AI and Automation - The layoffs are driven by the increasing adoption of AI, which is seen as a transformative technology that allows for unprecedented innovation speed [5] - CEO Andy Jassy emphasized that AI will reduce the need for certain jobs while increasing demand for new roles, with over 1,000 generative AI services and applications already developed [5][6] - Amazon is investing heavily in AI infrastructure, with plans for capital expenditures of up to $100 billion by 2025, primarily for AI-related projects [9] Group 4: AWS and Competitive Landscape - AWS remains Amazon's core profit source and a key battleground in the global AI competition, with Q2 revenue of $30.9 billion, growing 17.5% year-over-year [10] - However, AWS's profit contribution to Amazon's overall operating income has decreased from 64% to 53% year-over-year, raising concerns about its leading position [11] - Recent competitive pressures include Google's investment in AI startups and AWS's significant service outage, which may affect investor confidence in its reliability [10][11]

在三季度财报发布之前，亚马逊于28日宣布，计划裁减约1.4万名公司职员，占其公司职员总数的4%，以精简运营、加快人工智能部署。 一边裁员，一边向AI砸钱。 裁员背后，AI替代 最近两天，亚马逊裁员的消息被广泛议论，据悉，受影响的员工已于10月28日开始陆续收到通知。 加莱蒂表示，受影响的员工将有90天的时间在公司内寻找新职位，选择离开亚马逊的员工将获得遣散费和额外福利。她还明确表示，此次裁 员"仅是第一步"，未来在推进AI业务发展时将继续裁员，但在"关键策略领域"仍将继续招聘。 这一裁员计划反映了亚马逊正在经历的重大战略转型。作为全球第二大私人雇主，亚马逊截至今年二季度末的全球员工总数超过154万人，其 中大多数为仓储工人，而公司职员约35万人。此次裁员主要针对公司职员层面。 自疫情以来，亚马逊曾大规模扩张其全球员工队伍，尤其是在物流仓储、技术研发和管理支持等领域，以应对激增的线上消费需求。但随着疫 情的消退，消费市场趋于理性，增长放缓，庞大的人力成本便从"战略投资"逐渐转变为"财务负担"。 这是自2022年以来亚马逊最大规模的裁员，该公司在过去两年已累计裁员超过2.7万人，且在设备、通讯等多个部门持续进行着 ...