GM, Ford, and Stellantis have cut 20,000 white-collar jobs. AI is about to accelerate the trend.

TL;DR

Detroit’s Big Three cut 19% of white-collar staff since 2022. GM laid off 500 IT workers this week while hiring for 250 AI roles.

General Motors, Ford, and Stellantis have together eliminated more than 20,000 US salaried jobs from their recent employment peaks this decade, a 19% reduction of their combined white-collar workforces, according to public filings and employment data analysed by CNBC. The cuts accelerated this week when GM laid off between 500 and 600 IT workers in Texas and Michigan, partially due to changing workforce needs related to artificial intelligence.

The numbers tell a story of contraction that predates the current AI moment but is being sharpened by it. Combined white-collar employment across the three automakers peaked at roughly 102,000 jobs in 2022. By the end of last year, it had fallen to 88,700. GM led the reductions, cutting approximately 11,000 salaried positions from a 2022 peak...

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