Oracle уволила 21 000 сотрудников за год — ИИ заменил часть должностей

Oracle laid off 21,000 employees over the past 12 months — the scale of cuts proved significantly broader than the company acknowledged publicly. According to Bloomberg, some positions were eliminated directly due to the implementation of artificial intelligence.

Scale Unexpectedly Large

With a workforce of around 164,000 people, 21,000 layoffs represents approximately 13% of the entire staff. A significant number even by technology industry standards, which has lived in a mode of continuous layoffs over the past two years. Most of the layoffs occurred gradually, in small waves, without large-scale public announcements. This is a typical strategy for large corporations: break up the restructuring into inconspicuous episodes to reduce media resonance and reputational risks. Oracle followed the same tactics — until Bloomberg compiled the data. Notably, the company directly named AI among the reasons for the cuts. Most corporations in similar situations prefer vague formulations — "restructuring," "operational model optimization," "focus on priority areas."

Which Roles AI Replaces

The hardest hit were positions related to repetitive, predictable tasks:

• Operational roles in customer support and service centers
• Data analysts with template, routine functions
• Back-office administrative positions — from document processing to reporting
• QA specialists and testers in a number of product areas
• Compliance operators and document processing specialists

AI systems handle these tasks significantly faster and cheaper than people. Oracle actively invested in AI infrastructure and cloud solutions — and now these investments are being converted into reductions in personnel costs. The classic model: capital investments in technology reduce operational expenses on salaries.

Oracle Against the Technology Sector Backdrop

Oracle is not the only major company attributing cuts to AI's influence. Microsoft, Google, Meta, Salesforce, and SAP conducted large-scale waves of layoffs in 2024–2025. Combined, the technology sector lost over 260,000 jobs during this period.

Oracle's case stands out in two details. First, the scale: 21,000 in 12 months — one of the largest documented examples in the industry. Second, transparency: direct reference to AI as the reason — a rarity in corporate communications.

This is also related to Oracle's own strategic transformation. The company is making a major bet on cloud infrastructure and AI services, competing with Amazon AWS, Microsoft Azure, and Google Cloud. Such a restructuring requires different specialists — and objectively fewer of them in operational roles.

What This Means

Oracle's case is not an isolated event, but a symptom of systemic shift. AI is beginning to directly influence the hiring structure in technology companies — and this process will only accelerate. For specialists in routine operational roles, this is a clear signal: the horizon of stability is shrinking. For business — a clear example of how AI investments pay off through direct reduction of the payroll fund.

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