Meta Eyes Big Layoffs
Meta is reportedly considering cuts that could affect up to 20% of its workforce as it pivots spending toward AI and infrastructure, reported. That shift is already reshaping hiring priorities toward ASIC/FPGA, verification, and AI-infrastructure roles.
Meta’s reported headcount was 78,865 as of Dec. 31, 2025, per its Form 10‑K sec.gov; 20% of that workforce equates to roughly 15,800 roles (78,865 × 0.20 ≈ 15,773). finance.yahoo.com Meta told investors it expects 2026 capital expenditures of $115–$135 billion to fund its Superintelligence Labs and core infrastructure, up from $72.22 billion in capex for full‑year 2025. cnbc.com The company created a top‑level Meta Compute organization to build “tens of gigawatts” of AI data‑center capacity this decade (and “hundreds of gigawatts” over time), an effort Zuckerberg said will be jointly led by Santosh Janardhan and Daniel Gross. datacenterdynamics.com Open Meta job listings show active recruiting for ASIC design and verification roles — for example “ASIC Engineer, Formal Verification” and “ASIC Design Verification” positions that call for SoC/IP verification, emulation and silicon‑validation experience. themuse.com Reporting on internal planning says senior leaders have been asked to start preparing reduction plans, while Meta has not set a date and the final scope remained undecided in the accounts of people briefed on the discussions. finance.yahoo.com Meta’s guidance also says it expects 2026 operating income to be above 2025 levels despite the spending ramp, with management attributing the capex jump to third‑party cloud spend, higher depreciation from new AI data‑center assets, and increased infrastructure operating expenses. fool.com
