See which tech jobs have plunged since ChatGPT, and which roles have boomed

New Indeed data reveals generative AI, specifically since ChatGPT's November 2022 launch, has dramatically reshaped the tech job market. Mobile developer listings have plunged over 70%, with Java developers, cloud architects, and engineering managers also seeing significant declines. Conversely, demand for AI architects and data center technicians has surged, while roles supporting core business systems (e.g., HR, financial databases) remain essential and stable, reflecting AI's impact on development efficiency and infrastructure priorities.

Analysis

Analysis of Indeed job data from November 2022 to November 2024 reveals a significant bifurcation in the tech labor market, directly attributable to the rise of generative AI. The data indicates a severe contraction in demand for roles susceptible to automation by AI coding tools, evidenced by a more than 70% plunge in listings for mobile developers and a concurrent decline for Java developers. This suggests that AI is commoditizing certain development skills. Furthermore, demand for cloud architects and engineering managers has also fallen, potentially signaling a shift in enterprise priorities away from general cloud infrastructure management and towards AI-specific applications. Conversely, the boom in AI has created acute demand for specialized roles, with listings for AI architects and data center technicians soaring. A third, resilient category has also emerged: roles supporting core enterprise systems of record, such as HR, financial, and sales databases. The stability of these positions highlights their mission-critical nature and high switching costs, making them less vulnerable to the immediate disruptive effects of AI.

Key Decisions for Investors

• Investors should scrutinize companies in the software development and IT services sectors, as the 70% drop in mobile developer demand suggests potential margin pressure and slowing growth for firms reliant on commoditized coding services.
• The surging demand for AI architects and data center technicians reinforces a bullish outlook on companies providing essential AI infrastructure, including semiconductor manufacturers, data center operators, and specialized hardware providers.
• The resilience of roles tied to core enterprise systems suggests that established SaaS companies with entrenched, mission-critical products in finance and HR represent a defensive position within the technology sector against AI-driven labor disruption.
• This labor market data acts as a leading indicator of enterprise spending; portfolio managers should use these trends to anticipate capital flows towards AI-centric initiatives and away from traditional application development.