AI Supply Chain

• OnTrac Appoints Arjun Sainath as CTO to Lead AI and Technology Strategy

  OnTrac appoints Arjun Sainath as CTO to lead technology, AI and data initiatives as the carrier looks to modernize operations and scale growth.

• DHL and Alibaba to Explore AI-Powered Logistics for SMEs Worldwide

  The companies will explore connecting Alibaba.com's Accio AI agent with DHL's logistics services to simplify freight quotes, bookings and cross-border trade for SMEs.

• BMW i Ventures, Bosch Ventures Lead Strategic Investment in Nauta

  Nauta secured a strategic investment from four industrial venture arms as it expands its AI platform for supply chain and global trade operations.

• Logistics Companies Invest In AI, But Only 13% Report Financial Results

  Logistics companies are increasing AI investment, but a new BCG survey found only 13% reported measurable financial results from those deployments.

• SPS Commerce Is Using Chat as the Gateway to Sell Autonomous AI Agents

  "Users of MAX through the chat interface are more likely to explore advanced MAX features."

• FedEx Expands Dexterity Physical AI Trailer Loading Systems at Maryland Hub

  FedEx expanded its deployment of Dexterity's physical AI trailer loading system at its Hagerstown Hub, moving beyond pilot operations into larger-scale production.

• UPS Raises 2026 Outlook as AI, Healthcare Drive Post-Amazon Growth Strategy

  UPS raised its 2026 outlook after completing its Amazon network overhaul, shifting its focus to AI, automation, and healthcare logistics for higher-margin growth.

• Uber Freight Names Amir Pelleg Chief Product Officer to Advance AI Logistics Strategy

  Uber Freight appointed logistics technology veteran Amir Pelleg as Chief Product Officer as it expands AI capabilities to help customers manage fragmented supply chain data.

• Overroute Launches AI Freight Platform After Yearlong J.B. Hunt Deployment

  "We operate one of the most complex freight networks in North America, and that gives us a unique opportunity to take emerging technology and apply it at real scale."

• Magaya Highlights AI Compliance Agent, Connectivity Expansions in Q2 2026 Update

  Magaya highlighted its AI compliance agent, new logistics integrations, and industry research as part of its second-quarter 2026 business update.

• FedEx Says AI Infrastructure Demand Is Emerging as a Major Growth Driver

  FedEx reported strong quarterly results as demand tied to AI infrastructure and data center projects helped drive growth.

• Amentum Secures $77M Contract to Modernize Defense Supply Chain Logistics

  The engineering and technology services provider will deploy AI tools to optimize logistics support for federal agencies and military installations.

• UPS Expands AI Across Logistics Network With Digital Twin and Agentic Control Tower

  The logistics giant says new AI-powered tools will improve shipment visibility, customer service, returns processing, and customs operations.

• Flash Global Opens Dallas Service Supply Chain Center to Support AI Infrastructure Growth

  Flash Global will open a Dallas service supply chain center on July 1 to expand distribution and returns operations for technology and AI infrastructure customers.

• C.H. Robinson Launches AI System That Operates and Optimizes Supply Chains

  C.H. Robinson introduced Lean AI Engineer, a new system that continuously assesses, improves, and manages global supply-chain operations.

• WWEX Group, Auctane Complete Merger to Launch ShipStation Global

  The combined company will serve more than 3 million customers and position AI-powered shipping software alongside freight and parcel services.

• Saia Creates VP of Data and AI Role as LTL Carriers Expand Automation

  The agent incorporates fleet knowledge, application expertise and operational insight from across United Rentals’ business.

• Manhattan Associates Launches AI Agent Marketplace for Supply Chain Workflows

  Manhattan Associates introduced an AI agent marketplace tied to its Active Platform, allowing customers and partners to deploy operational AI tools inside existing workflows.

• Exol Picks Manhattan Associates to Run AI Fulfillment Network

  Exol will use Manhattan Associates’ warehouse and transportation platforms across its expanding AI-enabled fulfillment network backed by SoftBank and Symbotic.

• Coupa Launches AI Agent Orchestration Platform for Procurement and Supply Chains

  Coupa introduced a new orchestration platform, outcome-based pricing model, and AI deployment services at Inspire 2026 as enterprise procurement vendors compete to operationalize agentic AI across finance and supply chain workflows.

• Trimble Says AI Freight Tools Helped Drive Q1 Growth Amid Market Recovery Signs

  Trimble reported stronger Q1 results as AI-driven freight procurement and quotation tools gained traction across its transportation software business.

• Netradyne Acquires Moove to Expand AI Fleet Operations Across Europe

  Netradyne acquired Moove Connected Mobility to expand its AI-powered fleet safety and telematics business across major European markets.

• Penske Logistics Launches AI Platform to Unify Supply Chain Data

  Penske Logistics introduced an AI platform to unify fragmented supply chain data, offering real-time visibility, performance metrics, and natural language querying across operations.

• 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.

• Avery Dennison Invests in Wiliot to Scale Physical AI Across Supply Chains

  "This investment from Avery Dennison and growing partnership across our teams is transformational for the adoption of Physical AI."

• Ever.Ag Unveils Everett, the Ag Decision Engine for Agricultural Supply Chain

  Everett connects data across a customer’s operation with Ever.Ag intelligence, turning insights into decisions by orchestrating, evolving, and creating workflows.

• PepsiCo Bets Its Supply Chain on Google Cloud and Gemini Enterprise

  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 core operating infrastructure for a $94 billion business.

• The $1 Billion Bet That Taught Machines to See

  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 Just Bought the Brains It Needs to Run Entire Warehouses

  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 autonomy.

• Medline Signs Symbotic Deal to Test AI Warehouse Automation

  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 Are Forcing Logistics to Run at Compute Speed

  AI data centers now operate on weeks-long timelines and hour-level delivery windows, forcing logistics to shift from efficiency to execution.

• Gap Rolls Out Inspectorio AI Platform Across Global Supply Chain

  Gap Inc. is rolling out an AI platform to track products and manage supplier data across its global sourcing and production operations.

• FedEx Freight Targets Profit Growth, Network Efficiency Ahead of June Spin-Off

  FedEx Freight outlines cost and technology strategy as it prepares to separate into an independent LTL carrier on June 1.

• Armlogi Scales Middle-Mile Network Alongside AI Fulfillment System

  Expansion strengthens connectivity between warehouses and delivery hubs while improving cost control across fulfillment operations.

• FedEx Adds Same-Day Delivery Using OneRail’s AI Platform

  FedEx partners with OneRail, using AI-driven routing as retailers respond to rising demand for faster shipping.

• Hyperscalers Are Building Racks Before the Grid Is Ready

  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.

• DHL Adds 10 Warehouses in North America to serve AI Data Centers

  New sites to offer rack configuration, white-glove handling, and specialized transport

• Kodiak AI adopts NVIDIA DRIVE Hyperion to scale driverless trucks

  Company logs 10,700 driverless hours as it targets late 2026 long-haul launch

• GXO Deploys Autonomous AI Truck in Live Warehouse Pilot With KION

  GXO tests NVIDIA-powered industrial vehicle as part of push to scale AI across logistics operations

• 100 Trillion Reasons Why Your Logistics Startup Will Lose

  The moat is widening in real time. But specialization, regulation, and market structure offer paths around it