GM, Ford, and Stellantis have cut 20,000 white-collar jobs. AI is about to accelerate the trend.
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GM, Ford, and Stellantis have collectively eliminated over 20,000 US salaried jobs since their 2022 employment peaks, a 19% reduction in combined white-collar headcount. GM this week laid off 500–600 IT workers while simultaneously recruiting for 250+ AI roles. Ford's CEO has publicly stated AI will replace half of all white-collar workers in the US. BCG forecasts 10–15% of US jobs could be eliminated by AI over five years, with 50–55% reshaped within two to three years. The cuts are driven by a combination of EV transition losses, legacy IT restructuring, and AI adoption — while competitors like Toyota have grown their US white-collar workforce and Chinese automakers are building AI-native operations without legacy overhead.
