五月份，美国科技公司宣布了 38,242 个裁员岗位，创下自 2024 年 8 月以来的单月新高，这主要是由于人工智慧（AI）支出增加所推动。今年以来，科技行业累计宣布了 123,653 个裁员岗位，与 2025 年同期相比大幅增长了 65% 以上。相比之下，过去五个月整个私营部门的总裁员宣布人数比去年同期下降了 7%，这进一步证实了大多数行业目前处于「低招聘、低解雇」的环境。
根据 Challenger, Gray & Christmas Inc. 的首席营收官 Andy Challenger 的说法，劳动力市场正被科技即时重塑，人工智慧现已成为企业裁员的首要原因。这一趋势与 Meta Platforms Inc.、Intuit Inc. 和 Cisco Systems Inc. 等知名公司近期宣布的大型裁员计划相吻合。尽管出现了大量主要针对白领岗位的裁员宣布，但申请失业保险的人数并未显著增加。
尽管科技公司宣布的裁员人数最多，但它们也拥有所有行业中规模最大的招聘计划。数据显示，今年以来，美国雇主在所有行业中累计宣布了 80,472 个计划招聘岗位，这好于 2024 年和 2025 年，但仍远低于 2019 年至 2023 年期间同期的总数。同时，预计政府将于周五发布的月度就业报告将显示，美国雇主在五月份增加了 85,000 个就业岗位，这将创下一年多来最强劲的连续三个月就业增长。
In May, US technology companies announced 38,242 job cuts, marking the highest monthly total since August 2024, driven primarily by increased spending on artificial intelligence (AI). So far in 2026, the technology sector has announced a total of 123,653 layoffs, representing a significant increase of more than 65% compared to the same period in 2025. In contrast, total private-sector job cut announcements across other industries experienced a 7% decrease over the past five months compared to the prior year, highlighting a 'low-hire, low-fire' environment.
According to Andy Challenger, chief revenue officer of Challenger, Gray & Christmas Inc., technology is actively reshaping the labor market, with AI now cited as the leading reason for workforce reductions. This trend aligns with recent major staff reduction announcements from high-profile companies such as Meta Platforms Inc., Intuit Inc., and Cisco Systems Inc. Despite these extensive layoff announcements, which predominantly target white-collar positions, weekly filings for unemployment insurance have not shown any meaningful increase.
Although tech firms led in job cuts, they also registered the largest hiring plans of any sector. Across all industries, US employers announced 80,472 planned hires so far this year, which is an improvement over 2024 and 2025 levels but remains well below the totals recorded for the same period from 2019 to 2023. Meanwhile, the government's upcoming monthly jobs report is expected to show that US employers added 85,000 jobs in May, representing the strongest three-month stretch of job gains in over a year.