DATA INVESTIGATION JULY 2026

AI INFLUENCE IN THE JOB MARKET

Will AI
kill your
job?

Companies blame AI for 101,146 layoffs this quarter. The employment and enrollment data tell a very different story.

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Will AI
kill your
job?

Thu ha Dinh · COMPUTER SCIENCE GRADUATE

"AI has definitely led to fewer job opportunities for entry-level professionals, especially in the field of computer science."

HISTORICAL PARALLEL

The new industrial revolution?

Hand-spinning was once the largest female occupation in Britain — spinning wheels in nearly every household turned wool, cotton and flax into yarn. As the spinning jenny, water frame and mule spread through the 1770s–1830s, an estimated 700,000 spinning jobs were lost — while only 150,000 new textile jobs emerged in their place.

The net result: a deficit of 550,000 jobs. At its peak, spinning had employed 8% of the entire British population — one in six women and children. Within about fifty years it was gone, and most of those workers never found comparable work again.

Could history repeat itself with AI?

AI raises concerns similar to those of the Industrial Revolution. While it can boost productivity and create new jobs, it may also replace millions of existing roles. The challenge is whether new opportunities will emerge quickly enough to offset job losses.

Will this happen again with AI?

Will we just get more productive?

Where does the truth actually lie?

Simon Blum · SAP FULLSTACK DEVELOPER

"A lot of people are hyping AI up so much—maybe even overhyping it—while others just demonize it and talk it down. And that raises the question: where does the truth actually lie?"

CHAPTER 01 · LAYOFFS · 2020–2026

Hiring & firing trend

Jobs were being cut long before anyone blamed AI for it

Six years of layoff data, and for most of that stretch, the pattern has nothing to do with AI. Overhiring, a pandemic hangover, a brutal correction — the numbers track the economy, not the technology. But is that still true in 2026?

THE TIMELINE · 2020 – 2026

The largest layoff total on record has no connection to AI.

In 2021, during the pandemic hiring boom, layoffs fell to just 6,790 worldwide — the lowest figure in years — as companies held onto staff they had over-hired. That over-hiring caught up with them in 2023, when layoffs reached 176,946, a 39% jump over the prior year.

This 2023 figure is the one most often cited as proof of AI-driven job losses. The timeline says otherwise: the spike predates widespread AI adoption. It reflects companies correcting their own over-hiring, not AI replacing workers.

Sources: historic_layoffs.csv (Layoffs.fyi 2020–2025) · tech_layoffs_2026_tracker_ai.csv (Q1 2026)

AI timeline markers (tap the row above): GPT-3 (2020) · ChatGPT launch (2022) · GPT-4 (2023) · EU AI Act in force (2024) — sources →

By 2025, layoffs had fallen to 86,202 — roughly half the 2023 peak. Then, in Q1 2026 alone, they jumped back to 101,146 — and this time, 61% of companies explicitly named AI as the reason. So what's really going on this quarter?

WHAT'S ACTUALLY HAPPENING · 2026

Source: tech_layoffs_2026_tracker_ai.csv · grouped by stated reason for the cuts

Is AI a pretext, or a genuine cause?

On average, the companies investing most heavily in AI are also cutting the deepest. That doesn't prove AI caused any single layoff — stated reasons vary, as shown above — but spending and cuts are clearly moving together. Each bubble represents a company; size reflects AI spending.

THE REAL TEST

Here's the thing about a press release: it costs nothing to say "AI" in it. If AI is really doing the work of the people who got cut, that should show up somewhere harder to fake — in whether students keep enrolling in these fields, and whether companies keep hiring into them.

What actually happened to the workforce these tools were expected to replace?

+74% EU27 ICT sector employment, 2015 to 2024
+51% ICT enrollment, EU27, 2015 to 2024

ICT = Information and Communication Technology · EU27 = the 27 member states of the European Union

The data contradicts the narrative of AI-driven tech contraction.

Source: employment_by_sector.json (Eurostat) · enrollments_by_field.json (Eurostat) · full breakdown next

SECTION 02 · THE AGGREGATE REALITY CHECK

Not just ICT. Not just a good year. The whole labor market.

If AI were reducing European employment, it would appear here first — every sector, every year. It does not. Employment rose across all sectors throughout the years AI tools became mainstream.

EU employment data, across different sectors, 2015–2024

Source: employment_by_sector.json (Eurostat) · EU27, thousands of persons, advertising + education + film & media + health + ICT + R&D combined

Now watch it country by country

The same six sectors, combined per country, shown year by year from 2015 to 2024. By default, bars show sector employment as a share of each country's population (sector employment ÷ population × 100) for direct comparability between small and large countries; select "Numbers" for raw headcounts. Press play to see rankings shift over time.

Source: employment_by_sector_countries.json (Eurostat) · thousands of persons, ages 15–74 · advertising + education + film & media + health + ICT + R&D combined · top 10 countries shown

Student enrollment, the same decade

Source: enrollments_by_field.json (Eurostat) · EU27 tertiary enrollment by field of study, 2015–2024

The enrollment surge predates the release of ChatGPT, accelerating from 2018–2019 — well before AI became a stated factor. If AI were deterring students from technology fields, this trend line would show a downturn. It does not.

Want to check your own country or sector? Explore the full country & sector data →

CHAPTER 03 · SUMMARY

Three charts, one argument.

The full picture: AI and the global workforce

Three years of data across more than 30 countries in the Organisation for Economic Co-operation and Development (OECD). AI has not hollowed out the tech workforce — it has reorganized it. The concern was warranted; the predicted collapse did not materialize.

Simon Blum · SAP FULLSTACK DEVELOPER

"We won't really need first- or second-level support anymore. AI can probably replace that completely — small teams where IT specialists develop alongside the AI and still handle the third-level support themselves."

FIG 04C · INTERACTIVE · ROLES CHANGING WITH AI

Click your field to start, then match roles being replaced to their AI-era successors.

Select a role on the left, then select its replacement on the right. Build all pairs to complete the challenge.

Test your knowledge

Choose your field to begin

No public dataset maps roles to their AI-era equivalents one-to-one across industries. The mappings below synthesize research from the World Economic Forum's Future of Jobs Report 2025, LinkedIn Emerging Jobs, McKinsey, the Microsoft Work Trend Index, and Gartner, and represent illustrative examples rather than direct predictions. Full data notes →

KEY FINDINGS

What the data actually showed.

01

One layoff number, four different stories

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Oracle attributed its cuts to AI directly. Meta described the same move as "ambition." Amazon cut 16,000 jobs the same quarter it spent $100 billion on AI, citing "bureaucracy." Cisco cited a merger. xAI, an AI company, called its own cuts a "reorganization." By Q1 2026, 61% of companies cutting jobs explicitly named AI — a sharp increase from 2023's near-zero.

Go back to this in the story →
02

The scariest layoff number on record predates AI

176,946 2021 2023 2025 2026
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The 176,946 layoffs of 2023 — the figure most often cited as evidence of AI-driven job loss — align with the unwinding of pandemic-era over-hiring rather than AI adoption at scale. By 2025, layoffs had fallen by more than half.

Go back to this in the story →
03

Wall Street did not read the layoffs as a warning

STOCKS LAYOFFS
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The same week paychecks were cut, AI-exposed stocks reached record highs. Investors were not deterred by the layoffs; they read them as confirmation that AI investment was paying off.

Go back to this in the story →
04

ICT employment and enrollment both grew, not shrank

+74% +51% EMPLOYMENT ENROLLMENT
+READ MORE

EU27 ICT sector employment grew 74% and enrollment grew 51% between 2015 and 2024. ICT specialists across the EU grew from 6.6 million to 10.5 million by 2025, a 59% increase — contradicting claims that AI is shrinking the tech workforce.

Go back to this in the story →
05

It's not just ICT — the whole labor market kept climbing

ALL 6 SECTORS 2015 2024
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Employment rose across every tracked sector — advertising, education, film & media, health, ICT, and R&D — throughout the years AI tools became mainstream. Enrollment growth itself began accelerating in 2018–2019, well before AI was cited as a factor.

Go back to this in the story →
06

The transition is uneven across countries

DE FR KR Other
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Germany, France, and Korea show the strongest ICT growth, while other markets are still catching up. The same role can be under pressure in one country and acutely scarce in another.

Go back to this in the story →

Tom Grünwald · IT SUPPORT ENGINEER

"I don't foresee job losses, but rather a shift in work focus. AI takes over routine tasks — but an experienced person still has to understand, verify, and take responsibility for the results. Control remains with humans."

Between 2015 and 2024, employment grew across all six tracked sectors — advertising, education, film & media, health, ICT, and R&D — adding roughly 7.1M jobs EU-wide (+21.6%), while enrollment climbed across all ten fields of study, not just technology. ICT led the pack, with EU specialists growing from 6.6M to 10.5M by 2025 (+59%), but the growth wasn't confined to tech.

Tech layoffs peaked at 176,946 in 2023, often attributed to AI-driven displacement. The data suggests otherwise: the peak coincided with companies correcting pandemic-era over-hiring rather than a structural shift toward AI. By 2025, layoffs had fallen by more than half.

The data offers a clear answer to "Will AI kill your job?": not yet, and not at the scale suggested by headlines — in tech or anywhere else. AI has accelerated workforce growth across every sector tracked here while placing targeted pressure on automatable sub-roles.

HAFIZA RABAIL MUSHTAQ & JULIA GÖRLACH