2026년 빅테크 정리해고, AI에 더 쓰고 사람은 줄이는 10곳

Alphabet raised 2026 capex guidance to $195–205B and has cut staff mostly through buyouts, which layoff trackers do not count.

Alphabet lifted its 2026 capex outlook to $195–205 billion, yet the retrieved company layoff table does not establish a comparable major 2026 reduction.

Capex nearly doubled to 175-185B some trackers 195-205B with Q2 single quarter 45B while cutting 3,200 roles Feb

Raised capex guidance to $195–205B amid rolling cuts and reallocation toward AI infrastructure

Replaced steady hiring with surgical department trims in voice and core engineering, pouring $75B+ into custom TPUs and hyper-scale data centers.

Capex 'doubled' to about 180 billion and 7,500 people got buyout offers — yet headcount still grew 4%.

Cash capex rose from $21.2B to $55.7B in a year while headcount fell by about 21,000, from 162,000 to 141,000.

Oracle leads the retrieved 2026 layoff tracker with 21,000 announced cuts even as its AI infrastructure investment expands.

21,000 jobs = 13% of workforce cut while quarterly capex jumped 8.5B to 28.5B and FY2027 guide hits 90-95B

Cut 21,000 people (13%) while doubling capex to $55.7B and explicitly blaming AI in its 10-K

Severance was four weeks plus one per year and unvested stock vanished — while capex doubled toward a 35 billion plan.

Dell's workforce is down 27% since fiscal 2023, from 133,000 to about 97,000, while it expects AI server revenue to double.

Dell appears with 11,000 announced 2026 job cuts, but an AI-specific increase in capex cannot be verified from the retrieved evidence.

11,000 roles about 10% of workforce cut, third year of cuts totaling about 24,000 since 2023

~11,000 cuts while industry peers redirect savings into AI data centers

Pruned 12,500 sales and legacy PC staff to fund manufacturing capacity for liquid-cooled PowerEdge servers powering corporate AI clusters.

Cisco is cutting nearly 4,000 jobs (about 5%) while orders for AI infrastructure surge.

4,000 jobs cut in May while booking $1B severance to reorient to AI silicon and security

Restructuring with AI cited and up to $1B charges while investing in silicon/optics/AI

Eliminated roughly 5,500 positions across two restructuring cycles, rerouting R&D and capital into high-bandwidth optical networking switches designed for GPU clusters.

4,000 more cut to 'win in the AI era' — announced alongside record revenue and a 5% workforce trim.

Salesforce cut thousands of support roles without backfilling them, but its AI spend is software-led, not a data-centre build.

Salesforce is an important test of software labor substitution, but spending on AI products must not be mistaken for data-center capital expenditure.

Support staff slashed from 9,000 to 5,000 by Agentforce AI plus 1,000-4,000 roles cut while Agentforce ARR tops $500M

Froze general sales hiring and trimmed 2,000+ support positions while reallocating capital expenditure to roll out autonomous 'Agentforce' platforms.

Half the support floor is gone: 4,000 roles now done by AI agents, the CEO says — and productivity 'hasn't dipped'.

3,500 roles about 3% cut for BTP and Joule AI while peers spend 700B+ combined - smallest AI capex at about 3B

Carried out a buyout and early retirement restructuring impacting 8,000 to 10,000 enterprise seats to pivot legacy ERP payroll into cloud AI copilots.

IBM replaced about 200 HR roles with AI agents, and estimates of its 2026 US cuts range from 3,000 to 9,000.

Thousands of senior jobs out in 2025 — the same week the company promised to triple entry-level hiring in 2026.