Oracle this morning at 6 a.m. laid off 20,000 to 30,000 employees with a single email—

No HR conversations, no prior notice, no direct manager communication. Just an email signed "Oracle Leadership" telling you: Today is your last working day, system access has been revoked—
This may be the largest layoff in Oracle’s history, accounting for 18% of its 162,000 global employees—
But the most absurd part is: Oracle’s net profit skyrocketed 95% last quarter to $6.1 billion. This isn’t a struggling company cutting costs to survive—this is a record-breaking profit company, betting heavily on AI—
Oracle committed $156 billion in AI infrastructure capital expenditure, took on an additional $58 billion in debt in two months, and its stock price has been halved since the September 2025 peak—
So where did the money from these 30,000 layoffs go?
It went into building AI data centers, paying off debt, and betting on a future that hasn’t yet delivered commercial returns—
This is the most real snapshot of the AI bubble: companies are betting wildly on AI, and employees are footing the bill—
The disillusionment of the Dunning-Kruger effect won’t be announced in PPTs; it will quietly arrive in 30,000 layoff emails—
#甲骨文 #Oracle #AI泡沫 #TechLayoffs #MacroWarning