Industry

2026 科技就业报告:岗位总量大涨,但增长几乎不在软件岗

Why we picked it

Lenny 每半年一期的科技就业报告,这次数据最反常:岗位总量涨 73%,但工程岗原地踏步,UX 研究还砍了 45%。真涨的是数据中心运维和硬件。想搞清楚 AI 时代该往哪个岗位方向走,这份数据比直觉靠谱。

Lenny Rachitsky 发布第五期《State of the Tech Job Market in 2026》报告,数据显示科技公司开放岗位超过 281,000 个,同比上涨 17%,较 2023 年 3 月低点上涨 73%。但产品经理、工程师和设计岗位的开放数仅增长 2%,其中 UX 研究岗位减少 45%,设计岗位减少 28%,创历史新低。

Body

增长主要来自物理基础设施:硬件工程岗位翻倍,供应链岗位增长 63%,业务运营新增约 4,200 个岗位。增长最快的职位包括数据中心技术员、安装工程师和现场服务工程师。报告还指出远程岗位处于历史低位,科技岗位进一步向湾区集中。

报告同时提到 PM 岗位在 AI 时代需求上升,且几乎所有岗位都开始要求 AI 技能。AI 浪潮创造的主要就业集中在芯片、数据中心等硬件建设与运维环节,而非软件开发。对工程师和设计从业者而言,岗位竞争压力来自供给侧收缩;对转行者来说,数据中心运维、现场服务是当前扩张最快的方向。

Original · Lenny Rachitsky

The tech job market is in its best shape in years. But almost none of the growth is coming from software jobs. There are 281,000+ open roles at tech companies, up 17% from a year ago and 73% from the March 2023 low. But open PM, eng, and design roles grew just 2%. Design (−28%) and UX research (−45%) actually shrank. So where’s the growth coming from? Hardware engineering openings doubled. Business ops added ~4,200 openings. Supply chain is up 63%. Many of the fastest-growing jobs are physical: data center technicians, installers, field service engineers. The AI boom is creating jobs, but mostly in building and running the physical infrastructure (chips, data centers, hardware), not building software. Times, they are a-changin’. Full report: lennysnewsletter.com/p/state-of-the… Lenny Rachitsky @lennysan STATE OF THE TECH JOB MARKET IN 2026 Twice a year, I dig into trends in hiring and job openings. This is the fifth report I've done, and the most surprising yet: 1. PMs are winning in the AI era 2. Engineering demand has stalled 3. Design openings are at a record low 4. Every role now requires AI skills 5. Tech jobs are concentrating in the Bay Area 6. Remote roles are at a record low 7. The tech job market is growing fast, but mostly outside of software (gasp!) Full report here: lennysnewsletter.com/p/state-of-the… 🔗 View Quoted Tweet📊 18 ⚡

Industry Coordinates & Source Verification

This report is categorized under AITOP's "Industry" desk, focusing on US frontier AI labs and Silicon Valley technology leaders. Within our cross-regional analytical framework, it directly maps to AI developer toolchains, coding agents, and engineering workflows. Key entities and technical topics under continuous tracking include tech jobs, 数据中心, 就业市场, AI技能.

Source attribution: curated from Lenny Rachitsky (@lennysan).