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#ai-capex

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Industry & Business

Meta Tells 8,000 Laid-Off Staff the Cuts Pay for $135B AI Capex, Not AI Productivity Gains

Meta's 8,000 May 20 layoffs fund $145B in AI capex, not productivity gains. Zuckerberg reframes the cuts as operating-expense reallocation rather than AI substitution.

Industry & Business

Microsoft's First Voluntary Buyout in 51 Years Reframes How Big Tech Sheds Headcount in the AI Capex Era

Microsoft's first voluntary buyout in 51 years targets 8,750 senior staff under the Rule of 70 as AI capex climbs. Enterprises should not assume account continuity in 2026.