Thousands of workers across multiple countries woke up to termination emails as one of the world’s largest enterprise software companies accelerated its push into artificial intelligence infrastructure.
The layoffs, estimated at up to 30,000 employees, arrived without warning and immediately revoked access to company systems. Engineers, managers, sales teams, and cloud operations staff were among those affected.
The cuts came just weeks after the company reported record financial results, including soaring cloud growth and a backlog exceeding half a trillion dollars. But executives are now redirecting billions toward AI data centers, GPUs, and cloud expansion.
Industry analysts say the move reflects a growing trend across Silicon Valley: reducing traditional workforce costs to finance massive AI infrastructure investments.
For many employees, the impact was immediate and personal. Some reportedly lost unvested stock compensation worth hundreds of thousands of dollars overnight.
The layoffs highlight how quickly the AI transition is reshaping the economics — and human realities — of the tech industry.
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