甲骨文大裁员2.1万：AI转型阵痛

Oracle's total workforce declined 13%, or about 21,000 employees, in fiscal 2026, as the cloud computing giant continued restructuring its business, partly driven by the adoption of AI across its operations.

2026财年，甲骨文整体人员缩减13%，约合2.1万人，这家云巨头正持续优化业务架构，其中人工智能的广泛应用是关键动因之一。

The company had a total workforce of 141,000 as of May 31, 2026, compared with about 162,000 as of the same period last year, according to its annual report released on Monday.

周一发布的年报显示，截至2026年5月31日，公司员工总数为14.1万，而去年同期约为16.2万。

Oracle spent $1.84 billion in severance payments and other exit costs related to the restructuring activities in fiscal 2026, significantly higher than the $374 million spent in the previous fiscal year, the filing showed.

文件披露，2026财年甲骨文在重组相关的遣散费及其他离职成本上支出了18.4亿美元，远超上一财年的3.74亿美元。

It also said in its filing that the workforce adjustments were in response to various factors, including management and product changes, performance issues, strategic shifts and acquisitions.

文件还指出，此次人员调整系应对多重因素，涵盖管理层变动、产品迭代、绩效问题、战略转型及并购整合。

The decline in the workforce follows multiple reports earlier this year about Oracle cutting thousands of jobs.

此次人员缩减之前，今年早些时候已有诸多报道提及甲骨文裁减数千岗位。

The company did not respond to a Reuters request for comment.

针对路透社的置评请求，该公司未予回应。

Worries are quickly mounting over job losses due to AI disruption, as 196 tech companies laid off more than 119,800 employees so far this year, according to Layoffs.

随着人工智能带来的冲击，外界对失业潮的担忧迅速升温。据Layoffs数据，今年迄今已有196家科技企业裁员超11.98万人。

fyi, a website tracking sector-wide job cuts.

fyi是一个追踪全行业裁员动态的网站。

A smaller player in the cloud-computing industry for a long time, Oracle has in recent months signed massive data-center deals with OpenAI and Meta to compete more forcefully with rivals such as Amazon and Microsoft.

长期以来，甲骨文在云计算领域仅属中小参与者，但近月已与OpenAI及Meta达成大型数据中心合作，以更强姿态对标亚马逊、微软等对手。

However, unlike these tech giants who fund their substantial outlays through large cash flows, Oracle has had to resort to burning cash and issuing debt.

不过，不同于那些依靠充沛现金流支撑巨额投入的科技巨头，甲骨文被迫选择烧钱并发行债务来筹资。

Shares of the company were down about 10% this year.

该公司股价年内已下跌约10%。

Oracle said earlier this month that it expects net capital expenditure of around $70 billion in its current fiscal year.

甲骨文本月初表示，预计本财年净资本支出将高达约700亿美元。

To fund that, it will raise another $40 billion in debt and equity, including a previously announced $20 billion stock issuance.

为支撑该支出，公司将通过债务与股权再融资400亿美元，其中包含早前已公布的200亿美元股票发行计划。

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