Oracle hits 30k layoffs, files 3k H-1B petitions

The "layoff-to-offshore" pipeline is becoming a standard move for legacy tech giants pivoting to AI. Cutting 18.5% of the workforce signals a radical shift away from traditional SaaS toward high-stakes AI compute, while filing for 436 H-1B visas in early 2026 alone suggests Oracle is aggressively replacing broad skillsets with specialized technical talent. The $156B AI infrastructure plan requires lean cash flow, explaining the "curt" termination emails, though the move risks deep morale issues and may serve as a case study for future H-1B regulatory reform.