First, is AI really a better scapegoat? "Reducing headcount due to end of ZIRP" maybe doesn't sound great, but "replacing employees with AI" sounds a whole lot worse from a PR perspective (to me anyway).
Second, are companies actually using AI as the scapegoat? I haven't followed it too closely, but I could imagine that layoffs don't say anything about AI at all, and it's mostly media and FUD inventing the correlation.