We did get some insight into labor. The recent U.S. government shutdown has cast uncertainty over the release of tech job numbers by the Bureau of Labor Statistics. However, data from the tech trade association CompTIA indicates an increase in tech job postings in September, with software developers and engineers seeing a rise of 3,459 positions month-over-month, alongside cybersecurity engineers and analysts up by 1,676, and AI engineers gaining 1,233. Despite the private sector losing 32,000 jobs in September, according to payroll processor ADP, the tech sector continues to show resilience. An analysis by hiring firm Experis revealed that U.S. tech hiring remains strong, ranking fourth globally in net employment outlook, behind Belgium, India, and Canada. Interestingly, a new report from Indeed showed that internationally mobile tech workers still view the U.S. as an attractive destination, making up significant portions of applicants for data analytics, software development, and industrial engineering jobs.
From Business Insider, Artificial intelligence was expected to eliminate jobs; however, recent trends show that AI companies are hiring extensively, contributing to a resurgence in Silicon Valley’s office market. According to research from commercial real estate firm Colliers, the average size of office leases in Silicon Valley has steadily increased, with AI and AI-infrastructure companies accounting for 5.2 million square feet of lease transactions since 2020. In 2025 alone, these companies have already surpassed the total office space leased in all of 2024, indicating a significant recovery in the region’s commercial real estate market. Colliers researchers noted that the hiring spree among AI firms highlights a shift in workforce dynamics, contradicting earlier predictions of massive job losses due to automation.
Why do we care?
So much for AI killing jobs — turns out it’s doing the opposite.
Tech job postings are up in September. Software developers, security analysts, and AI engineers are all showing growth. And while the broader economy lost jobs last month, tech? Still hiring.
Here’s the kicker: Silicon Valley’s office market is booming again — thanks to AI companies. They’ve already leased more space in 2025 than they did in all of 2024. Five-point-two million square feet since 2020. That’s not just a hiring spree — it’s a real-estate land grab.
This means your clients are struggling to hire this kind of talent, your own staff might be getting poached by AI-native startups, And the AI wave isn’t replacing work — it’s changing it.
What should you do?
- Offer AI services — clients need help, and fast.
- Retain your talent — upskill them, pay them, give them a path.
- Watch the labor market — this two-speed economy means you have to be nimble.
The AI gold rush isn’t just GPUs and models — it’s people. And if you’re not planning for that? You’re already behind.