Tracking the transition

The Monitor

Three dimensions of the AI transition, updated as the data arrives. Job losses, infrastructure spending, and productivity shifts.

— Total jobs displaced
— Companies
— Reversed
Explicit — AI directly cited Structural — AI clearly the driver Reversed — Cut, then rehired

Cumulative Displacement

By Sector

All Entries

Company Date Jobs Cut Attribution Sector Source

Methodology

Last updated:

— 2026 projected ($B)
— YoY growth
— Hyperscalers tracked

Annual AI Infrastructure Spending

By Company

Company 2024 ($B) 2025 ($B) 2026 ($B) Source

Methodology

Last updated:

— Companies tracked
— Cut while growing
— Cut while declining

The Litmus Test

Market returns for AI-attributed cuts: growing companies vs. declining

Revenue vs. Headcount

Company Headcount Change Revenue Growth Stock Reaction Source

Methodology

Last updated: