Goldman Sachs analysis suggests college students are already changing major choices in response to AI-driven labor disruption. The report found enrollment declines of more than 10% in computer science and computer programming majors during the 2025–26 academic year, alongside modest increases (about 3% on average) in healthcare and engineering fields. Goldman’s economists mapped observed labor outcomes by tying graduates’ major histories to occupation-level “AI automation risk” scores using American Community Survey data from 2022–2024. The approach aims to quantify displacement risk based on real job placement rather than self-reported sentiment. The finding is framed as statistically significant evidence that students are “rewiring” academic choices earlier than past technological transitions, potentially outpacing how quickly campuses can adjust curriculum, advising, and program marketing. For higher education institutions, the next challenge is aligning enrollment strategy and workforce-focused program design with the timing and magnitude of student demand shifts.