Companies Most Affected by AI

AI search gutted Chegg: ~99% stock crash, half the staff cut

Chegg's homework-help business has collapsed as students shift to ChatGPT and Google AI Overviews answer queries directly. The company is cutting deep, pivoting to skilling, and exploring strategic alternatives.

Shrinking BPO betting on AI and divestitures to stabilize

The business-process services firm is contending with declining revenue and is divesting assets while positioning AI and automation as efficiency drivers, especially in government fraud detection and GenAI products.

Cut ~30% of staff to go 'AI-first' as gig demand shrinks

Fiverr is restructuring around AI, cutting roughly a third of its workforce and launching AI products, as its human-freelancer marketplace shrinks while higher-margin services revenue grows.

Analyst firm cutting staff as AI pressures research demand

Forrester's revenue fell about 8% in 2025 and it announced an ~8% workforce reduction while sunsetting its strategy-consulting business, even as it leans on its own AI research platform, Izola.

Research firm's stock halved as AI tools erode advisory demand

Gartner's stock fell roughly 48% in 2025 as contract-value growth stalled, with analysts citing customers using AI research tools instead of human advisory and diverting budgets to AI projects.

Q&A volume in freefall; data licensing keeps it alive

Developers have abandoned Stack Overflow's forum for AI coding assistants, collapsing question volume to mid-2000s levels. The company (owned by Prosus) is monetizing its archive by licensing data to AI firms.

Call-center giant squeezed as AI agents automate support

The world's largest customer-experience BPO has seen its stock and growth pressured by fears that generative AI agents will replace human contact-center work, while it pivots toward AI-powered and back-office services.

Reskills—and exits—staff to ride the enterprise AI wave

Accenture is monetizing enterprise AI demand with record GenAI bookings while aggressively restructuring its workforce around AI skills, exiting staff who can't be reskilled.

Real Firefly traction, but AI-disruption fears gut the stock

Adobe is monetizing generative AI through Firefly, yet investors fear tools like OpenAI's Sora and Midjourney threaten its creative moat, sharply compressing its valuation.

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CEO memo warns AI will shrink the corporate workforce

Amazon CEO Andy Jassy told staff in 2025 that adopting generative AI across the company would reduce its total corporate workforce in coming years, ahead of Amazon announcing roughly 14,000 corporate cuts.

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Sold its hits, bet on AI, then sold control to Byron Allen

BuzzFeed shed marquee content brands and pivoted to AI-powered platforms, but persistent losses pushed it into a majority sale to Byron Allen's family office amid going-concern doubts.

Cut staff twice, citing 'the AI era' and new skill needs

Dropbox cut 16% of staff in 2023 with CEO Drew Houston declaring 'the AI era of computing has finally arrived' and needing different skill sets, then trimmed another 20% in 2024 to become leaner.

'AI-first' memo sparked backlash, then a CEO walk-back

Duolingo's 2025 'AI-first' pivot triggered user and employee backlash, forcing CEO Luis von Ahn to repeatedly clarify and soften the stance even as AI-driven products and user growth accelerated.

Getty fought AI in court, then licensed its library to OpenAI

Getty is navigating AI on three fronts: a largely unsuccessful copyright suit against Stability AI, a still-pending mega-merger with Shutterstock, and a new ChatGPT display deal that briefly doubled its battered stock.

Cut ~1,800 jobs to go all-in on agentic AI finance

Intuit reframed a 2024 reduction of ~1,800 staff around an AI pivot and is now shipping agentic AI agents across QuickBooks and TurboTax, lifting fiscal-2026 revenue guidance.

Klarna IPO'd, then walked back its AI-for-humans gamble

Klarna completed a ~$15B NYSE IPO in September 2025 and remains an AI poster child, but in 2025 its CEO admitted aggressive AI customer-service cuts went too far and began rehiring humans.

Turned the AI scare into an AI growth engine

Pearson has recovered from its 2023 ChatGPT scare, posting solid 2025 growth fueled by AI study tools and major Big Tech partnerships. It now frames AI as a tailwind for skills and credentials.

Cut 4,000 support jobs as Agentforce AI agents took over

Salesforce eliminated roughly 4,000 customer-service roles in 2025 after its Agentforce AI agents began handling about half of all support interactions, with CEO Marc Benioff bluntly saying he needed 'less heads.'

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AI data-licensing surges as Getty mega-merger nears close

Shutterstock is monetizing its content library by licensing training data to AI firms, and is pursuing a merger of equals with Getty Images that has cleared US regulators but awaits a UK-mandated editorial divestiture.

Slashing tens of thousands of jobs as it automates hubs

UPS announced plans to cut 20,000 jobs and close 73 facilities in 2025 under its largest-ever network reconfiguration, leaning heavily on automated sorting hubs and robotics.

AI work booms on Upwork, but the company cuts its own staff

Upwork is riding surging demand for AI freelance skills even as flat revenue forced it to slash its own headcount in 2026. AI-related work is now its fastest-growing segment.

Cut 1,750 jobs (8.5%) to fund an AI investment push

HR and finance software maker Workday laid off about 1,750 employees, 8.5% of its workforce, in February 2025, explicitly to redirect spending toward AI and global expansion.

Instinct GPUs and EPYC CPUs ride the AI data-center boom

AMD has become the clearest No. 2 to Nvidia in AI accelerators, with record data-center revenue driven by its Instinct MI300/MI350 GPUs and EPYC server CPUs, and a multi-year OpenAI deal to deploy 6 gigawatts of its GPUs.

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Custom AI chips (XPUs) and Ethernet power hyperscaler buildouts

Broadcom designs custom AI accelerators (XPUs) and high-performance Ethernet switches for hyperscalers, making it a core supplier to the AI infrastructure build-out, with AI revenue more than doubling year over year.

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AI replaced ~200 HR roles, but the AI book topped $12B

IBM is monetizing enterprise AI at scale: its generative-AI book of business surpassed ~$12.5B by Q4 2025, while CEO Arvind Krishna says AI replaced hundreds of HR roles even as total headcount grew.

Publisher monetizing its archive via AI content licensing

Wiley has turned its research and learning content into an AI revenue stream, nearly doubling AI licensing revenue to $40M in fiscal 2025 and signing deals with tech firms and Perplexity.

$4T valuation as AI fuels Azure and a reset OpenAI deal

Microsoft is riding AI to record cloud growth and a $4 trillion market cap, while overhauling its OpenAI partnership into a ~27% equity stake. It is simultaneously cutting headcount and pouring tens of billions into AI infrastructure.

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First company ever to $4T and $5T, powered by the AI boom

Nvidia is the prime beneficiary of the AI buildout, becoming the first company to reach both $4 trillion and $5 trillion valuations in 2025. Record Blackwell data-center revenue keeps driving historic growth despite China export curbs.

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OCI becomes an AI-compute landlord with a huge contract backlog

Oracle has repositioned around Oracle Cloud Infrastructure (OCI), renting GPU capacity to AI labs and signing massive multi-year compute contracts, with its remaining performance obligations exploding past half a trillion dollars on AI demand.

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AIP fuels explosive commercial growth and a historic stock run

Palantir's AI Platform (AIP) is driving hypergrowth in US commercial revenue, making it one of the best-performing and most richly valued software stocks heading into 2026.

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Monetizing its data trove as AI training fuel

Reddit has turned its vast corpus of human discussion into a high-margin AI data-licensing business, signing deals with Google and OpenAI and angling for richer, usage-based pricing as its data becomes central to AI answers.

Agentic-AI leader scaling Now Assist toward $1B ACV

ServiceNow is positioning as an agentic-AI 'operating system for the enterprise,' with Now Assist ACV surging and the Moveworks acquisition deepening its AI stack.

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Voice and agentic AI revenue roughly doubling yearly

SoundHound AI is an AI-native voice and conversational-AI company whose revenue nearly doubled in 2025 on strong demand for its agentic AI platform across automotive, restaurants, and other enterprise verticals.