The reason a lot of these enterprises are looking to offload developers is because they see AI as accelerating their workforce. These businesses are doing the same thing as they were before, but with AI, which means they don’t have enough workload to justify having that many people on anymore (as long as they are using AI workloads). If one developer with AI can do the work of 3 to 10 developers without AI the logic is that they can have their developer headcount and still be ahead.

Not that I agree with what they’re doing, but this is the logic behind it.