UPS Earnings Show AI Driving Costs Down, Not Growth Yet
UPS reported $21.2 billion in revenue but saw margins compress amid network changes. AI and robotics are driving cost restructuring across operations.
Latest AI Supply Chain news, analysis and insights from AIM Media House
UPS reported $21.2 billion in revenue but saw margins compress amid network changes. AI and robotics are driving cost restructuring across operations.
"This investment from Avery Dennison and growing partnership across our teams is transformational for the adoption of Physical AI."
Everett connects data across a customer’s operation with Ever.Ag intelligence, turning insights into decisions by orchestrating, evolving, and creating workflows.
PepsiCo has signed a multi-year strategic deal with Google Cloud to deploy Gemini Enterprise Agent Platform across its supply chain, value chain, and frontline workforce — locking in agentic AI as ...
The U.S. National Science Foundation has invested more than $1 billion since the late 1960s in research helping computers interpret visual information.
Skild AI has acquired Zebra Technologies' robotics arm — the former Fetch Robotics — combining a foundation-model "brain" with a production-grade orchestration platform to go after full-warehouse a...
Medline will pilot Symbotic’s AI-powered warehouse system in 2027, marking the first use of the retail-proven technology in healthcare supply chains.
AI data centers now operate on weeks-long timelines and hour-level delivery windows, forcing logistics to shift from efficiency to execution.
Gap Inc. is rolling out an AI platform to track products and manage supplier data across its global sourcing and production operations.
FedEx Freight outlines cost and technology strategy as it prepares to separate into an independent LTL carrier on June 1.
Expansion strengthens connectivity between warehouses and delivery hubs while improving cost control across fulfillment operations.
FedEx partners with OneRail, using AI-driven routing as retailers respond to rising demand for faster shipping.
DHL's 10-warehouse expansion is the latest sign that pre-staging fully built racks has become standard practice for hyperscalers blocked by power permits.
New sites to offer rack configuration, white-glove handling, and specialized transport
Company logs 10,700 driverless hours as it targets late 2026 long-haul launch
GXO tests NVIDIA-powered industrial vehicle as part of push to scale AI across logistics operations
The moat is widening in real time. But specialization, regulation, and market structure offer paths around it
The company’s new trade model pushes AI into the physical flow of goods
Investors feared disruption. The company says scale wins
AI platforms now sit at the center of its logistics network. Public filings don’t yet quantify their standalone financial impact