建设满足人工智能蓬勃发展需求所需基础设施的成本，正在改变大公司分配资源的方式。这可能意味着一些曾经由人类完成的工作将走向终结。但在许多情况下，这也意味着将原本花在员工身上的资金重新调配，以便把更多资本投入到提升人工智能能力上。随着对人工智能行业泡沫的担忧加剧，究竟有多少资金正被投入人工智能已成为热门话题，但其对某些行业劳动者的潜在影响已然清晰。
The cost of building out the infrastructure needed to satisfy booming demand for artificial intelligence is changing the way major companies allocate resources. MICHELLE CHAPMAN cost of building out the infrastructure needed to satisfy booming demand for artificial intelligence is changing the way major companies allocate resources. That can mean an end to some jobs once done by humans. Yet in many cases it means repurposing money once spent on workers so that more capital can be devoted to boosting AI capabilities. Just how much money is being spent on AI is a hot topic as fears of a bubble in the sector grow, but the potential impact on workers in some sectors is clear.
以下是一些今年宣布裁员或缩减招聘的公司，这些举措在某种程度上都与人工智能领域的巨额支出有关。
Here’s a look at some of the companies that have announced layoffs or hiring reductions this year that are tied in some way to massive spending on AI.
巴克莱银行。这家英国银行和金融服务公司本周在季度财务报告中透露，计划裁减5000个工作岗位，约占其员工总数的5%。
Barclays The U.K. bank and financial services company revealed in a quarterly financial report this week that it is looking to cut 5,000 jobs, or about 5% of its workforce.
该公司表示，其目标是“由人工智能驱动的组织简化和技术变革效率”。约60%的裁员将来自支持性职能部门，包括开发人员。
The company said that it was seeking “organisational simplification and technology change efficiency driven by AI.”Approximately 60% of the cuts will be from support functions, including developers.
金融机构是部署人工智能最积极的群体之一，在许多情况下以牺牲员工为代价。挪威的DNB银行和德国的商业银行也在推进人工智能的同时宣布了裁员。
Financial institutions are among the most active in deploying AI, in many cases at the expense of workers. Norway’s DNB and Commerzbank in Germany have also announced job cuts in parallel with a push into AI.
上周表示，将在未来三年内裁减3000名企业员工，这家全国性杂货连锁企业正在加大人工智能的使用力度。
said last week that it will lay off 3,000 corporate employees over the next three years as the national grocery chain ramps up its use of artificial intelligence.
“技术正在重塑各种可能性，”首席执行官格雷格·福兰在给员工的备忘录中写道。“各个行业的工作方式都在发生变化；我们必须适应并利用技术。我们需要引入新能力，减少重复性工作，并仔细审视哪些工作最适合在哪里完成。”
“Technology is reshaping what’s possible,” CEO Greg Foran wrote in a memo to employees. “The way work gets done is changing across every industry; we must adapt and take advantage of technology. We need to adopt capabilities, reduce duplicative work and look closely at where work is best fit to be done.”
克罗格上个月概述了其人工智能战略，旨在“改善客户体验、让员工的工作更轻松，并带来更好的业务成果”。这家总部位于辛辛那提的公司是美国最大的独立超市连锁企业，拥有40.9万名员工和2700多家门店，旗下经营多个品牌，包括拉尔夫斯、金苏柏、史密斯和弗雷德迈耶。
Kroger last month outlined its AI strategy, meant “to improve the customer experience, make work easier for associates and produce better business outcomes.”The Cincinnati company is the largest standalone U.S. supermarket chain with 409,000 employees and more than 2,700 stores operating under various brands, including Ralphs, King Soopers, Smith’s and Fred Meyer.
Meta 这家运营Facebook和Instagram的公司表示，将裁员约8000人，约占其员工总数的10%，同时继续加大在人工智能基础设施上的支出，并高薪聘用人工智能专家。
Meta The company that runs Facebook and Instagram said it would lay off about 8,000 workers, or about 10% of its workforce, as it continues to ramp up spending on artificial intelligence infrastructure and highly paid AI-expert hires.
该公司在4月表示，此次裁员是为了提高效率，并为业务部分领域的新投资腾出空间。彭博社最先报道了这一消息，并称该公司还将有约6000个职位不予填补。
The company said in April that it was making the cuts for the sake of efficiency and to allow new investments in parts of its business, as first reported by Bloomberg, which also said the company will leave about 6,000 jobs unfilled.
Meta此前已警告投资者，其2026年支出将大幅增长，最高可达1690亿美元，主要受基础设施成本和员工薪酬推动，尤其是该公司一直在招聘的人工智能专家。微软 这家软件巨头正向数千名美国员工提供自愿买断方案。
Meta had already warned investors that its 2026 expenses will grow significantly — to as much as $169 billion — driven by infrastructure costs and employee compensation, particularly for the artificial intelligence experts it’s been hiring. Microsoft Software giant is offering voluntary buyouts to thousands of its U.S. employees.
据两位了解该计划但未获授权公开谈论此事的人士透露，该公司计划在5月初向约8750人发出这一提议，占其美国员工总数的7%。
The company planned to make the offers in early May to about 8,750 people, or 7% of its U.S. workforce, according to two people familiar with the plan who were not authorized to speak about it publicly.
微软已投入数十亿美元运营一个不断扩张的全球数据中心网络，为云计算服务、人工智能系统以及包括人工智能助手Copilot在内的自家生产力工具套件提供支持。
Microsoft has spent billions of dollars operating an ever-expanding global network of data centers powering cloud computing services, AI systems and its own suite of productivity tools, including the AI assistant Copilot.
渣打银行：这家总部位于英国的银行计划到2030年裁减超过15%的后台员工。
Standard Chartered The U.K.-based bank is planning to cut more than 15% of its back office employees by 2030.
渣打银行今年5月表示，正在“扩大自动化、高级分析和人工智能的实际应用，以简化流程、改进决策，并提升客户服务和内部效率”。Coinbase：这家加密货币交易平台正在裁减约14%的员工，部分原因是人工智能。
Standard Chartered said in May that it was “scaling practical uses of automation, advanced analytics and artificial intelligence to streamline processes, improve decision‑making and enhance both client service and internal efficiency.”Coinbase The cryptocurrency trading platform is cutting approximately 14% of its workforce partly due to AI.
首席执行官布莱恩·阿姆斯特朗在一篇博客文章中表示，人工智能正在改变Coinbase的工作方式。
In a blog post, CEO Brian Armstrong said that AI was changing the way that Coinbase worked.
“过去一年里，我看着工程师们利用人工智能在几天内完成过去需要一个团队花数周才能完成的工作，”他写道。“非技术团队现在也在交付生产代码，我们的许多工作流程正在实现自动化。一支小而专注的团队所能做到的事情，其节奏已经发生了巨大变化，而且每天都在加速。”阿姆斯特朗表示，公司需要采取行动。
“Over the past year, I’ve watched engineers use AI to ship in days what used to take a team weeks,” he wrote. “Non-technical teams are now shipping production code and many of our workflows are being automated. The pace of what’s possible with a small, focused team has changed dramatically, and it’s accelerating every day.”Armstrong said that the company needed to take action.
“我们正在及早、有意识地做出调整，把Coinbase重建为一个精简、快速、AI原生的公司，”他写道。
“We are adjusting early and deliberately to rebuild Coinbase to be lean, fast, and AI-native,” he wrote.
Pinterest今年1月宣布，计划裁减不到15%的员工，作为更广泛重组的一部分，这家图片分享平台正将更多资金转向人工智能。
Pinterest announced in January that it planned to lay off under 15% of its workforce as part of a broader restructuring as the image-sharing platform pivots more of its money to artificial intelligence.
该公司在一份证券申报文件中表示，此次裁员是为了支持“转型举措”——其中包括将资源重新配置到以人工智能为重点的岗位，并优先发展人工智能驱动的产品。该公司表示，还在努力重塑其“销售和市场化方式”。Snap：社交媒体平台Snapchat的母公司正在裁减约16%的全球员工，约1000个工作岗位。
In a securities filing, the company said that it was making the cuts to support “transformation initiatives” — which include reallocating resources to AI-focused roles and prioritizing AI-powered products. It said it was also working to reshape its “sales and go-to-market approach.”Snap The owner of social media platform Snapchat is eliminating about 16% of its global workforce, or about 1,000 jobs.
“此次裁员旨在进一步精简我们的运营，并将资源重新配置到我们最优先的举措上，利用提升的运营效率来加快我们实现净利润盈利的步伐，”该公司在一份监管申报文件中表示。
“The headcount reduction is designed to further streamline our operations and reallocate resources toward our highest-priority initiatives, leveraging increased operational efficiencies to accelerate our path toward net-income profitability,” the company said in a regulatory filing.
首席执行官埃文·斯皮格尔在四月致员工的一封信中表示，另外300个空缺职位将不再填补。
CEO Evan Spiegel said in a letter to staff in April that another 300 open roles would not be filled.
金融科技公司Block正在裁减其1万多名员工中超过4000人的岗位，以重新配置，从而利用其人工智能应用。
Block Financial technology company is laying off more than 4,000 of its 10,000 plus employees, reconfiguring to capitalize on its use of artificial intelligence.
“核心论点很简单。智能工具改变了构建和运营一家公司的含义，”杰克·多西在致Block股东的一封信中表示，Block是包括在线支付平台Square和Cash App在内的母公司。“一个规模显著更小的团队，使用我们正在构建的工具，能做更多事情，并且做得更好，”他说。
“The core thesis is simple. Intelligence tools have changed what it means to build and run a company,” Jack Dorsey said in a letter to shareholders in Block, the parent company to online payment platforms such as Square and Cash App. “A significantly smaller team, using the tools we’re building, can do more and do it better,” he said.
多西明确将人工智能列为决策关键驱动因素的言论，也发布在X（即Twitter）上，这是他联合创办的一家公司。
Dorsey’s comments explicitly naming AI as a key driver behind the decision were also posted on X, or Twitter, a company he co-founded.
该公告使公司股价今年大幅上涨，上涨19%，扭转了前一年12%的下跌。
The announcement has sent shares of the company sharply higher this year, up 19%, reversing a 12% decline in the previous year.