FedEx CEO Rajesh Subramaniam said there's a "referendum on global supply chains every single day" amid economic and global trade uncertainty.
Amazon is throwing its AI foundational weight behind its supply chain as it optimizes routes with SCOT (Supply Chain Optimization Technology). With the move, Amazon is using its generative AI tools to highlight the returns that'll show up in its earnings results. The company also highlighted its robotics, agentic AI and physical AI efforts.
Resilience is the major theme as enterprises report quarterly results and the biggest takeaway is that the giants will weather the storm and smaller companies won’t.
Walmart's move to common platforms that work across various functions, divisions and stores is enabling a data and AI flywheel that is paying off nicely in an uncertain economy.
The supply chain management company has spent about $1 billion on three acquisitions since the fourth quarter of 2023.
