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科技TECHNOLOGYWall Street Journal36d 前36d ago

甲骨文裁员约2.1万人以全面转向人工智能Oracle Cuts 21,000 Jobs to Refocus on Artificial Intelligence

在截至2026年5月31日的一年中,这家软件与云计算巨头裁减了约13%的员工,其全球全职员工总数降至约14.1万人。
The software and cloud giant reduced its global workforce by about 13% to around 141,000 full-time employees in the year ending May 31, 2026.
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甲骨文裁员约2.1万人以全面转向人工智能
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美国软件与云计算巨头甲骨文公司发布的最新年度报告显示,在截至2026年5月31日的一年时间里,该公司在全球范围内共裁减了约2.1万个全职工作岗位,以将其业务重心全面转向人工智能。根据该公司的财务报告,甲骨文的全球全职员工总数已从去年同期的约16.2万人减少至约14.1万人,这一裁员规模相当于其员工总数的约13%。甲骨文在报告中明确指出,在公司各项业务中部署人工智能技术已经导致了裁员,并且在未来可能还会继续导致员工人数的持续减少。 甲骨文的大规模裁员并非孤立事件,而是整个科技行业当前更广泛发展趋势的一个缩影。目前,全球各大科技巨头正投入数千亿美元的巨额资金,用于建设数据中心等人工智能基础设施。为了应对这一高昂的投资需求并重组业务,包括亚马逊以及社交媒体巨头Meta在内的其他科技行业巨头在最近几个月里也相继裁减了数千个工作岗位。根据相关就业追踪机构的估算数据,在过去的一年中,整个科技行业因转型和重组而被裁减的员工总人数已经累计超过了10万人。

Oracle's latest annual report shows that the US software and cloud computing giant reduced its global full-time workforce by approximately 21,000 roles over the past year, as it reshapes its business around artificial intelligence. For the year ending May 31, 2026, Oracle's full-time employee count fell to about 141,000, down from around 162,000 in the previous year. This reduction represents about 13% of the company's total workforce. Oracle stated in its report that the deployment of AI technologies across its operations has already resulted in, and may continue to lead to, workforce reductions. The company's downsizing reflects a broader trend across the technology sector, where companies are spending hundreds of billions of dollars to construct AI infrastructure such as data centers. To fund these investments, other major tech firms, including Amazon and Facebook parent Meta, have also cut thousands of jobs in recent months. According to estimates from employment tracking firms, more than 100,000 technology workers have been laid off industry-wide over the past year.

01甲骨文裁员2.1万人重组业务Oracle Cuts 21,000 Jobs in Business Reshaping

根据甲骨文公司最新发布的年度报告,这家美国科技巨头在过去一年中对其全球组织架构进行了大幅调整。在截至2026年5月31日的这一财年里,该公司的全球全职员工人数出现了显著下降。具体而言,甲骨文的全职员工总数从去年同期的约16.2万人减少至约14.1万人。这意味着在短短十二个月的时间里,有大约2.1万个工作岗位被裁撤。这一裁员行动是该公司致力于围绕人工智能重组其整体业务的一环,反映出其运营策略的转变。作为全球知名的软件与云计算服务提供商,甲骨文的人员缩减规模引起了业界的广泛关注,也展示了其在业务重组过程中的具体执行力度。

According to the latest annual report released by Oracle, the US technology giant has implemented a major reduction in its global workforce over the past year. During the fiscal period ending May 31, 2026, the company's full-time employee count experienced a significant decline. Specifically, Oracle's global workforce fell to approximately 141,000 full-time employees, down from about 162,000 workers recorded at the same time in the previous year. This change represents a reduction of about 21,000 roles within a twelve-month window. The substantial downsizing demonstrates the concrete steps the software and cloud computing firm is taking to streamline its operations. By shedding these positions globally, Oracle is actively reshaping its business structure, marking a clear shift in its staffing levels as it adapts its corporate framework to meet new operational priorities.

02人工智能部署与劳动力调整AI Deployment and Workforce Reductions

甲骨文公司在其官方年度报告中,明确阐述了人工智能技术的应用与人员调整之间的直接联系。该公司在报告中指出,在各项业务中部署人工智能技术已经导致了员工人数的减少,并且在未来可能还会继续导致裁员。这一表态直接将技术转型与劳动力规模的缩减挂钩。根据报告披露的数据,被裁减的约2.1万个工作岗位大约占到了甲骨文全球员工总数的13%。这种由技术驱动的岗位削减,反映出该公司在推进业务重组时,正通过自动化和智能化手段来调整其内部的人力资源结构,以适应新的市场竞争环境。随着人工智能技术的不断发展,该公司预计未来可能还会面临更多的人员变动。

In its official annual report, Oracle explicitly linked the reduction of its workforce to the integration of artificial intelligence across its business. The company stated in the report that the deployment of AI technologies throughout its operations has already resulted in staffing cuts, and warned that this trend may continue to cause further workforce reductions in the future. According to the report, the job cuts carried out over the past year represent approximately 13% of Oracle's total global workforce. This official acknowledgment demonstrates how the software giant is actively substituting traditional roles with automated systems as part of its broader corporate restructuring. By identifying AI as a primary driver of these personnel changes, Oracle's leadership has signaled that the transition to intelligent technologies will continue to reshape its staffing needs, with further adjustments expected as these technologies evolve.

03科技行业AI基建投资大潮Industry-Wide Shift to AI Infrastructure

甲骨文公司的裁员行动反映了全球科技行业内部正在发生的大规模资本重新配置。目前,各大科技公司正将数千亿美元的资金转向人工智能基础设施建设,其中以建设先进的数据中心为核心。这一极其庞大的资金投入促使整个行业的企业重新评估其运营支出和组织架构。为了应对开发和维护这些人工智能设施所带来的高昂成本,许多企业正在实施广泛的业务重组。这种向硬件和基础设施建设的转型改变了传统的员工配置优先级,导致许多机构缩减了现有的员工规模。通过将资本支出优先用于人工智能基础设施,而非维持庞大的劳动力队伍,这些企业试图在平衡预算的同时,使自己在技术转型中占据有利位置。

Oracle's workforce reduction takes place against a backdrop of massive capital reallocation within the global technology sector. Major technology firms are currently directing hundreds of billions of dollars toward the construction of artificial intelligence infrastructure, with a primary focus on building advanced data centers. This immense financial commitment has prompted companies across the industry to reevaluate their operational expenses and organizational structures. To accommodate the high costs associated with developing and maintaining these AI facilities, businesses are executing widespread corporate restructuring. The shift toward hardware and infrastructure development has altered traditional staffing priorities, leading many organizations to scale back their existing workforces. By prioritizing capital expenditure for AI infrastructure over maintaining large labor forces, these companies are attempting to balance their budgets while positioning themselves at the forefront of the technological transition.

全球科技巨头AI基建投资与资本市场波动轨迹Global Tech Giants' AI Infrastructure Investment and Market Volatility

展示在甲骨文裁员转型前夕,全球科技行业在人工智能基建上的巨额资金投入、估值飙升以及随之而来的市场剧烈震荡。

Illustrates the massive capital deployment, soaring valuations, and subsequent market volatility in the global AI sector leading up to Oracle's restructuring.

2026-05-29
Anthropic估值飙升至9650亿美元
Anthropic Valuation Soars to $965 Billion

人工智能初创公司Anthropic在新一轮融资中筹集了650亿美元,超越OpenAI成为全球估值最高的AI初创公司,凸显了资本对AI领域的高度狂热。

AI startup Anthropic raised $65 billion in a funding round, pushing its valuation to $965 billion and leapfrogging OpenAI, highlighting intense capital enthusiasm for AI.

2026-06-02
Alphabet计划融资800亿美元扩建AI基建
Alphabet Plans $80 Billion Stock Sale for AI

谷歌母公司Alphabet宣布计划通过股票发售融资800亿美元,用于支持其人工智能业务的全面扩张与基础设施建设。

Google's parent company Alphabet announced plans to raise $80 billion through stock sales to fund its AI expansion and infrastructure.

2026-06-05
博通财报不及预期引发全球芯片股抛售
Broadcom Forecast Sparks Global Chip Sell-Off

美国芯片巨头博通的人工智能营收指引不及预期,引发亚洲及全球科技股大幅下挫,韩国股市暴跌逾5%。

Disappointing AI revenue guidance from U.S. chipmaker Broadcom triggered a sharp sell-off in Asian and global tech stocks, with South Korea's KOSPI plunging over 5%.

2026-06-08
OpenAI秘密提交美国IPO申请
OpenAI Confidentially Files for US IPO

估值达852亿美元的ChatGPT开发商OpenAI秘密提交IPO申请,在主要竞争对手Anthropic融资后加速资本化进程。

ChatGPT maker OpenAI, valued at $852 billion, confidentially filed for a US IPO, accelerating its capitalization process shortly after rival Anthropic's massive funding.

2026-06-09
AI板块抛售引发美股剧烈震荡
AI Sell-Off Sparks US Stock Volatility

由于投资者在前期大涨后进行板块轮动并获利了结,芯片制造商等人工智能概念股领跌,导致纳斯达克指数收跌1%。

A sharp sell-off in semiconductor chipmakers and AI stocks dragged the Nasdaq down 1% as investors engaged in sector rotation and profit-taking.

04同行裁员现状与整体行业趋势Peer Layoffs and Broader Tech Sector Trends

甲骨文的这一举措与科技行业其他巨头的最新动态高度一致。在最近几个月中,包括亚马逊和社交媒体巨头Meta在内的其他大型科技企业也相继裁减了数千个工作岗位。这些企业同样在人工智能领域投入了巨额资金,并试图通过精简传统岗位来抵消高昂的研发与建设成本。这种人员调整并非个别企业的短期行为,而是整个行业在技术转型期所面临的普遍现状。

Oracle's recent workforce reduction aligns closely with actions taken by other major technology giants. In recent months, other industry leaders, including Amazon and Facebook parent Meta, have also cut thousands of jobs from their workforces. These companies are investing heavily in artificial intelligence, and the resulting financial demands have prompted them to reduce staffing levels as they reallocate capital to support these advanced technological initiatives.

根据相关就业追踪机构的估算数据,在过去的一年里,整个科技行业因重组和业务转型而被裁减的员工总人数已经累计超过了10万人。这一庞大的裁员数字表明,随着人工智能技术的快速普及,科技行业正在经历一场深刻的劳动力结构重组,各大企业正通过削减人力成本来为新一轮的技术竞争储备资金。

According to estimates compiled by employment tracking firms, the broader technology sector has seen more than 100,000 workers laid off over the past year. This widespread downsizing highlights an industry-wide trend where companies are actively restructuring their operations and shifting resources away from traditional roles to fund their ongoing transition toward artificial intelligence.

Anthropic / OpenAIAnthropic / OpenAI

展示AI领域头部初创公司与科技巨头之间的竞争、投资与合作关系,帮助理解行业重组的背景。

Maps the competitive, investment, and collaborative relationships among leading AI startups and tech giants, contextualizing the industry's restructuring.

甲骨文裁员约2.1万人以全面转向人工智能