U.S. — Goldman Sachs' latest AI Adoption Tracker, released in June 2026, estimates that artificial intelligence is eliminating approximately 11,000 net U.S. jobs per month. The report indicates that young workers are disproportionately affected, with data showing a slight positive correlation between AI adoption rates and unemployment among workers under 30 across various industries.
The June 2026 estimate marks a decline from Goldman Sachs' April 2026 projection, which had placed AI-related net job losses at 16,000 per month. During April 2026 alone, corporate layoff announcements explicitly attributed to AI resulted in approximately 21,900 employees being laid off. Cumulatively, total AI-attributed layoffs have reached 136,000 over the three years preceding April 2026.
Despite job losses in some sectors, AI-driven expansion in others is generating new employment. Data center construction has added 212,000 jobs since 2022 and continues to create about 9,000 new positions per month, according to Goldman Sachs economists Sarah Dong and Joseph Briggs. The American Edge Project estimates the data center boom will ultimately produce approximately 4.7 million temporary construction jobs and about 697,000 permanent operations positions.
As of June 2026, 19.5% of U.S. establishments used AI in regular business functions, based on Census Bureau data compiled by Goldman Sachs. The firm expects that adoption rate to rise to 22.7% within six months. Meanwhile, academic studies compiled by Goldman Sachs indicate that generative AI delivers an average productivity uplift of 23%.
Corporate interest in AI's labor implications remains high: 24% of Russell 3000 companies mentioned AI and labor together during first-quarter 2026 earnings calls. Although young tech workers experienced elevated unemployment earlier, Goldman Sachs data shows their joblessness has recently moved back in line with the broader tech workforce.
Goldman Sachs economists estimated in April 2026 that artificial intelligence was eliminating approximately 16,000 net U.S. jobs per month. This earlier projection preceded the June 2026 update, which reflects evolving labor market conditions. The firm’s analysis of three years of data through April 2026 shows that AI-attributed layoffs totaled 136,000 over that period.