本文来自微信公众号：新浪科技 （ID：techsina），作者：郑峻，原文标题：《硅谷观察 | AI冰火两重 天，一边是巨头招揽年薪上亿，一边是冷酷裁员哀鸿遍野》，题图来自：AI生成 AI大潮冰火两重天：一边是科技巨头哄抢技术精英，亿万富翁亲自求着人才加盟，不惜开出上亿美元 合同；一边则是AI普及大量取代基础岗位，资本家直言不需要那么多员工，冷酷裁员毫不留情血流成 河。 军备竞赛人才为王 硅谷现在技术潮流什么最热？毫无疑问是人工智能。那现在硅谷什么最贵？英伟达芯片？是的，科技巨 头都在争相囤积英伟达的AI芯片，生怕输掉军备竞赛就输掉未来。云基础设施？是的，甲骨文云基础 设施的剩余履约金额已经超过了4500亿美元，光是OpenAI一个合同就价值高达3000亿美元。 但是，这些都不如核心技术人才贵。毕竟芯片和合同，科技巨头有钱就能买到。而争夺顶级人才，既要 有芯片和基础设施，还要有公司愿景和高昂薪酬，甚至还要超级富豪亲自出面，用个人魅力亲自招揽。 AI行业的军备竞赛已经度过了囤积芯片提升算力的初级阶段，进入了吸引核心研发人才的新阶段。哪 家公司能吸引和留住最顶级的人才，就能在这场白热化竞争中占据上风。而华裔技术人 ...

AI大潮冰火两重天：一边是科技巨头哄抢技术精英，亿万富翁亲自求着人才加盟，不惜开出上亿美元 合同；一边则是AI普及大量取代基础岗位，资本家直言不需要那么多员工，冷酷裁员毫不留情血流成 河。 军备竞赛人才为王 硅谷现在技术潮流什么最热？毫无疑问是人工智能。 那现在硅谷什么最贵？英伟达芯片？是的，科技巨头都在争相囤积英伟达的AI芯片，生怕输掉军备竞 赛就输掉未来。 云基础设施？是的，甲骨文云基础设施的剩余履约金额已经超过了4500亿美元，光是OpenAI一个合同 就价值高达3000亿美元。 但是，这些都不如核心技术人才贵。毕竟芯片和合同，科技巨头有钱就能买到。而争夺顶级人才，既要 有芯片和基础设施，还要有公司愿景和高昂薪酬，甚至还要超级富豪亲自出面，用个人魅力亲自招揽。 AI行业的军备竞赛已经度过了囤积芯片提升算力的初级阶段，进入了吸引核心研发人才的新阶段。哪 家公司能吸引和留住最顶级的人才，就能在这场白热化竞争中占据上风。而华裔技术人才更是成为了精 英中的精英。 扎克伯格在商战中崇尚简单粗暴直接。过去几个月时间，他的Meta展开了一场"人才闪电战"，对 OpenAI、谷歌、苹果等公司展开了一场突袭，用难以置信的 ...

Group 1: AI Talent Competition - The current hottest trend in Silicon Valley is artificial intelligence, with tech giants competing fiercely for top talent [3] - Companies like Meta are offering unprecedented salaries, with some packages exceeding $100 million, to attract AI experts from competitors like OpenAI and Google [4][5] - The competition has shifted from accumulating chips to attracting core R&D talent, making the ability to recruit and retain top talent a key competitive advantage [3][8] Group 2: Impact of AI on Employment - The rise of AI has led to significant layoffs, particularly affecting entry-level positions, with over 76,000 job cuts announced by tech companies in the first half of 2025 [11] - Companies like Google and Microsoft report that a substantial portion of their code is now generated by AI, leading to reduced need for human programmers [11][12] - The unemployment rate for computer science graduates has risen to 7.5%, indicating a shift in the job market where entry-level positions are increasingly at risk due to AI advancements [15][16] Group 3: Corporate Strategies and Reactions - CEOs of major companies express excitement about AI's potential to enhance efficiency, often justifying layoffs as a necessary step in leveraging AI technology [14][12] - Meta's aggressive recruitment strategy has raised concerns about team morale among existing employees, who may feel undervalued compared to newly hired talent [8] - The rapid pace of AI integration into business operations is reshaping the workforce, with predictions that AI could replace a significant portion of entry-level jobs in the near future [18]