OpenAI’s reported consideration of a later IPO is not just a valuation debate. It exposes the capital, compute, energy, semiconductor, and data-center supply chains required to support frontier artificial intelligence. OpenAI’s reported consideration of waiting until 2027 to complete an…
“We’re in the intelligence revolution, and supply chain is where intelligence meets the physical world.” The real risk is not a lack of technology; it’s how that technology is applied. “The danger is that we bolt intelligence onto yesterday’s workflows…
In 2020, Logistics Viewpoints argued that BJ’s Wholesale Club was an underappreciated supply chain story. The company’s advantage was not e-commerce glamour. It was operational discipline: direct purchasing, cross-docking, limited SKU complexity, truckload buying, fast inventory turns, and no-frills store…
Ford’s changing EV strategy is not simply a product-cycle adjustment. It reflects a broader manufacturing reset as automakers rebalance affordability, battery capacity, hybrid demand, energy storage, and the economics of electric vehicle production. Ford’s electric vehicle strategy is moving through…
Caterpillar as an Industrial Demand Signal Caterpillar’s latest earnings report is useful because it tells a larger supply chain story. This is not only a story about heavy equipment demand. It is a story about how industrial capacity, energy infrastructure,…
This is not a scale move. It is a shift in how independent demand accesses supply and how margin is controlled. Sysco’s proposed $29.1 billion acquisition of Jetro Restaurant Depot is a structural change in foodservice distribution. It alters how…
