Goldman: CS enrollment falls 10%+ as students flee AI-exposed majors
A Goldman Sachs analysis published Monday found US computer science and computer programming major enrollment each fell more than 10% in the 2025-26 academic year, while healthcare and engineering rose roughly 3%. Goldman calls it the first statistically significant evidence that students are rewiring academic choices in response to AI's impact on entry-level white-collar jobs.
The pattern didn't exist before 2024-25. Goldman mapped where graduates from 180+ majors land using 2022-2024 ACS data and weighted those occupations by AI exposure. Economist Pierfrancesco Mei wrote the adjustment may be "unfolding more quickly" than past tech transitions because AI disruption feels so salient to current students.
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