Big Tech’s earnings are on deck. There’s more for investors to watch than AI spending.
THE SO WHAT
Workforce cuts around AI programs mean the story is shifting from capex growth to opex reshaping — who gets hired, who gets redeployed, which teams shrink. For operators, that’s the cue to map where AI actually changes role design over the next 12–24 months instead of treating it as an add-on tool budget.
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