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  • Companies like HP and IBM have signaled they’re replacing jobs with AI.
  • HP plans to cut up to 6,000 jobs by 2028, citing AI-driven productivity measures.
  • Klarna’s workforce has halved in the last four years, and its CEO says it will shrink more.

Worries about AI one day replacing human workers have intensified in recent years — and as it turns out, that future has already arrived.

MIT released a study last year that found that AI can already replace 11.7% of the US labor market. The study utilized a labor simulation tool called the Iceberg Index, which models 151 million US workers and measures how AI overlaps with skills in each occupation.

As AI starts to replace human workers, companies have been increasingly open about the role AI adoption is playing in recent layoffs. However, while some companies have directly cited AI as a reason for workforce reductions, others have vacillated with their messaging, leaving ambiguity around the exact reasoning and whether AI is directly replacing workers.

Even as some companies replace human workers with AI, they might end up hiring more people in other roles because of it. A World Economic Forum survey found that 41% of companies globally are expected to reduce their workforces over the next five years because of AI. Meanwhile, tech jobs in big data, fintech, and AI are expected to double by 2030, the WEF said.

Here’s a list of companies that are replacing — or signaling they may replace — humans with AI.

HP

HP said it’s reducing the size of its corporate workforce as a result of AI initiatives. In an earnings report last November, the company said it plans to cut between 4,000 and 6,000 jobs by the end of 2028, estimating the changes would save around $1 billion.

HP’s earnings presentation at the time said part of its strategy was to cut costs through “workforce reductions, platform simplification, programs consolidation, and productivity measures” and to increase customer satisfaction, innovation, and productivity with “artificial intelligence adoption and enablement.”

IBM

Arvind Krishna, CEO of IBM, told The Wall Street Journal last year that it had replaced hundreds of human resources employees with AI.

More recently, the company announced last November that it would cut thousands of workers in the fourth quarter of 2025, affecting a “single-digit percentage of its global workforce.” Its CEO, Arvind Krishna, said the company is shifting priorities to hire more people around AI and quantum. He also said the company plans to increase hiring among recent college graduates over the next year.

Krishna has also said AI adoption has led to the company hiring more employees in programming and sales.

In 2023, Krishna told Bloomberg that IBM had halted or slowed hiring for back-office roles, like in human resources, that could be replaced by AI.

“I could easily see 30% of that getting replaced by AI and automation over a five-year period,” he told the outlet at the time.

Amazon

Amazon CEO Andy Jassy said that AI-driven efficiency gains would shrink the retail giant’s workforce in the coming years — but in the company’s two recent mass layoffs, Jassy said the cuts were about culture, not AI.

“Our ambition is to be the world’s largest startup,” Amazon executives wrote in two memos viewed by Business Insider in January. “That means doubling down on a culture of ownership, speed, and experimentation — which requires us to continue evolving how we’re structured.”

An Amazon spokesperson also previously reiterated to Business Insider that the cuts last October were not driven by AI.

When the October layoffs were announced, Amazon’s senior vice president of people experience and technology wrote in a blog post that the move reflected a continued effort to run the company “like the world’s largest startup.” The SVP, Beth Galetti, also referenced a need to be leaner in the age of AI.

“This generation of AI is the most transformative technology we’ve seen since the internet, and it’s enabling companies to innovate much faster than ever before,” Galetti wrote in the post.

Salesforce

In an episode of “The Logan Bartlett Show” released last August, Salesforce CEO Marc Benioff said the company was using AI agents in the customer support division to replace humans and help the company work through more sales leads.

“I was able to rebalance my head count on my support,” he said in the interview. “I’ve reduced it from 9,000 heads to about 5,000 because I need less heads.”

A Salesforce spokesperson told Business Insider that Benioff was referencing an organizational transformation that took place over several months to reshape its customer support function.

After deploying Agentforce, the company no longer needed to “actively backfill support engineer roles,” the spokesperson said, adding that it successfully redeployed hundreds of employees into other areas of the company, like professional services, sales, and customer success.

Klarna

Klarna’s CEO says its workforce has halved in the last four years, and that it will shrink more in the coming years.

In an interview with Harry Stebbings on the “20 VC” podcast on Monday, Sebastian Siemiatkowski said there are currently about 3,000 employees at Klarna, and he expects the company’s workforce to drop below 2,000 by 2030. The company had 7,000 employees in 2022, he said.

The CEO said the reduction is a result of layoffs and “natural attrition,” which is when the company doesn’t replace workers who leave.

Siemiatkowski said on Monday that “human connection” will be vital for the company, and jobs involved in that will not be replaced by AI.

“Those jobs will remain, but for the rest it’s going to be definitely smaller,” he said.

Klarna declined to comment further when contacted by Business Insider, but a spokesperson for the company previously said that its AI assistant handles the equivalent workload of 853 full-time agents, up from 700 at launch. The spokesperson said it was saving the company an estimated $58 million annually.

Fiverr

Micha Kaufman, the CEO and founder of Fiverr, said last September that the company was slashing roughly 30% of its workforce. The cut would affect about 250 team members, and the freelancing platform had 762 full-time employees as of 2024, according to an SEC filing.

The CEO said that the cuts were needed to help turn Fiverr into a leaner and faster “AI-first company.”

Kaufman said in a staff memo last April that AI was “coming for your jobs,” and in May, he told Business Insider that Fiverr would only hire people who know how to use AI.

“If you don’t ensure that you sharpen your knives, you’re going to be left behind. It’s that simple,” Kaufman said.

Correction: December 1, 2025 — The bullet points of this article have been updated to clarify Amazon’s statements about how AI may affect its workforce.



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