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Story

Amazon cut 30,000 jobs in a year while betting $200B on AI infrastructure

AI summary

A report republished with authorization by TMTPost says Amazon eliminated more than 30,000 corporate roles between October 2025 and October 2026 — roughly 10% of its 350,000 white-collar staff and the largest layoff in its 30-year history — with over 70% of the cuts at L5–L7 middle-management levels. In the same period, the article says, Amazon announced 2026 capital expenditure of about $200 billion, mostly for AI infrastructure, roughly 1.5x the prior year's $131 billion and nearly 37% above Wall Street expectations. It also cites an estimated $3 billion in annual savings from the first 14,000-person round (per Cybernews) and says Amazon raised its total Anthropic investment from $8 billion to $33 billion in April 2026, with future plans up to $65 billion, in exchange for Anthropic's commitment to spend more than $100 billion on AWS over the next decade.

In-depth insight

It turns the hyperscaler pattern of cutting headcount to fund compute into a concrete, quantified case study.

(本文作者为 影子备忘录,钛媒体经授权发布)

文 | 影子备忘录 

2026年10月7日,亚马逊Prime大促日。这一天本该是购物狂欢,但亚马逊内部一个拥有近3.7万名成员的Slack频道,被另一种消息淹没了。

大量员工发现自己的门禁权限突然失效,个人邮箱里躺着岗位撤销通知。有人发帖,有人追问遣散方案,频道瞬间炸了锅。

这不是第一波了。从2025年10月到2026年10月,不到一年时间,亚马逊累计裁掉了超过3万个企业岗位,占其35万白领员工的近10%,创下公司30年历史上最大规模的裁员纪录。

更耐人寻味的是,就在大规模裁员的同一时间,亚马逊宣布2026年资本支出将飙到约2000亿美元,绝大部分砸向AI基础设施。

#Amazon#AWS#Anthropic#Trainium#Nova#Amazon Bedrock#OpenAI#Microsoft Azure#Google Cloud#Meta#Temu#Layoffs.fyi

Original · 9 min readRead the original
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