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Meta Platforms, which is sharply increasing its AI infrastructure investment, reported in its third-quarter 2026 10-Q that its headcount as of 30 September 2026 was 66,775, a decrease of 15% year over year
Verified 2026-11-09
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A shrinking workforce alongside rising AI infrastructure spending shows how big tech is shifting its budget from payroll toward computing capacity.
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- AI hiring intensity doesn't track the size of a country's AI industry. Stanford's 2026 AI Index, drawing on Lightcast's job-postings database across dozens of countries, found the 2025 leader for AI-skill job-posting share by a wide margin was Singapore, at 4.69% of all job postings — nearly double the 2.6% share in the United States
- Stanford's 2026 AI Index, citing Lightcast's job-postings database, found that even as employer demand shifted toward newer agentic-AI skills, mentions of generative AI skills specifically in US AI job postings still grew, from 2024 to 2025, by 111%
- The information sector — telecom, media, tech services — led US corporate AI hiring in 2025. Lightcast data cited in Stanford's 2026 AI Index found AI skills required in 13.2% of the sector's job postings, up from 7.8% in 2024
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