I think a major contributor to the layoffs is companies hiring to much people around covid[1]. I cant find good stats for the years 2019-2026 besides looking at now and the past directly. There are some data for the ukranin side djinni[1][2] and for US IT job postings[3].

I dont think AI is the reason for the layoffs. Its just easier to say "because of AI we are firing" than to say "because we overhired and its actually our fault".

[1]https://djinni.substack.com/p/2021-in-review [2]https://blog.djinni.co/post/q1-analytics-en [3]https://fred.stlouisfed.org/series/IHLIDXUSTPSOFTDEVE