赔偿N+6！云厂商裁员1.6万人，AI正在重塑云计算行业

维科网云计算观察01-29

维科网云计算观察一时代的尘埃，落在每个人头上都是座山；翻过去，就是一片新天地。全球云计算行业迎来2026年第一波裁员海啸。1月28日，亚马逊正式宣布裁减约1.6万个企业岗位，这是继去年10月裁员1.4万人后的第二波大规模裁员。两轮累计裁员已达3万人，相当于裁掉了近10%的企业职能岗位。更有社交媒体爆料指出，亚马逊北京办公室裁员比例可能高达50%，部分团队整组被“一锅端”。裁员规模与影响亚马逊的裁员...

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Cloud vendors lay off 16,000 jobs, and AI is reshaping the cloud computing industry","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AZYY":0.6,"AMZN":1.96,"AMZZ":0.6,"AMZW":0.6,"USAW.SI":0.6,"AMZY":0.6,"AMZU":0.6,"AMZD":0.6},"content_text":"维科网云计算观察一时代的尘埃，落在每个人头上都是座山；翻过去，就是一片新天地。全球云计算行业迎来2026年第一波裁员海啸。1月28日，亚马逊正式宣布裁减约1.6万个企业岗位，这是继去年10月裁员1.4万人后的第二波大规模裁员。两轮累计裁员已达3万人，相当于裁掉了近10%的企业职能岗位。更有社交媒体爆料指出，亚马逊北京办公室裁员比例可能高达50%，部分团队整组被“一锅端”。裁员规模与影响亚马逊的裁员消息几乎是以一种戏剧性的方式提前泄露的。部分亚马逊员工收到了一封误发的日历邀请，主题为“发送黎明计划相关邮件”，落款为亚马逊云科技高级副总裁科琳·奥布里。这一失误在拥有3.6万人的内部Slack频道引发混乱，员工纷纷质疑裁员是否已“板上钉钉”。1月28日，亚马逊高级副总裁贝丝·加莱蒂在正式公告中确认了裁员消息。对于受影响的美国员工，亚马逊提供了90天的内部转岗期，未能找到新岗位的员工将获得遣散费、职业过渡服务和医疗保险等支持。然而，对于亚马逊北京的员工来说，这个冬天似乎格外寒冷。小红书上有网友发帖称“亚马逊北京或裁员50%”，并透露自己整组被裁。这一比例远高于全球平均水平，表明中国区成为本轮优化的重灾区，据悉，重灾区集中在电商业务线，包括ESM（卖家管理团队）等。战略转型与AI驱动从内容来看，亚马逊此次裁员是主动的战略转型需要。2025年第三季度，亚马逊交出了一份超预期的财报，净销售额同比增长13%至1802亿美元，AWS云业务营收同比增长20%，达到330亿美元。但就是在业绩向好的背景下，亚马逊的裁员力度前所未有。这场被内部称为“黎明计划”的行动，揭示出云计算行业正经历从“规模扩张”到“效率优先”的转变。亚马逊CEO安迪·贾西自接替创始人贝索斯以来，一直致力于消除“官僚主义”，试图让这一庞大组织像“全球最大的初创企业”一样高效运转。他去年6月就曾预言，人工智能带来的效率提升可能导致亚马逊员工人数下降。“我们将需要更少的人来承担目前正在做的部分工作，同时也需要更多人投身于其他类型的岗位。”贾西在当时的一份备忘录中写道。这一预言如今正变为现实。AI如何重塑云计算行业？亚马逊的裁员行动反映了云计算行业更广泛的技术变革。过去需要多人团队维护的服务器集群，通过AI监控系统可实现大部分自动化运维，故障响应速度反而提升。客户的基础云配置、安全日志分析等需求，如今能通过AI代理工具实时生成解决方案，直接替代了部分基础客服与工程师岗位。算法不仅重构工作流，更重构成本表。亚马逊的裁员决策遵循着明确的AI逻辑。被优化的多为与AI云服务关联较弱的边缘团队，而AWS在AI芯片、生成式AI工具等前沿领域的招聘仍在加码。仅2025年11月以来，AWS已发布超200个AI研发相关岗位。云计算行业正从“基础设施”升级为“智能引擎”，这一转变导致岗位结构出现“两极分化”。据行业数据，2025年三季度，科技行业中“AI+云”复合型人才的平均起薪同比上涨明显，远高于行业整体涨幅。“裁员不是业务收缩，而是战略聚焦。”亚马逊明确表示，将持续在AWS云计算、AI研发等核心领域加大投资。时代的尘埃，落在每个人头上都是座山；但翻过这座山，或许就是一片新天地。当AI重构的不只是技术栈，更是职业观，唯一不变的可能就是我们主动进化的勇气。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2607898110","isCrawlerRequest":true}