Insights on emerging technologies, practices, and processes for Industry, Infrastructure and Cities.

Aug
28
2026
Jim Frazer — Company and Product News

SAP Is Expanding the Definition of Transportation Management

SAP is broadening transportation management beyond core TMS functionality by connecting advanced planning, carrier collaboration, lighter logistics execution, warehouse integration, and emerging agentic AI capabilities into a more unified logistics execution architecture.
Aug
27
2026
Jim Frazer — Industry Trends

NVIDIA’s $96 Billion Quarter Is Also a Supply Chain Story

NVIDIA’s record quarter highlights more than surging AI demand. Its $279 billion in future supply and capacity commitments shows how AI is becoming a physical infrastructure and supply chain story, with implications for memory availability, margins, logistics automation, physical AI, and agentic systems.
Aug
26
2026
Jim Frazer — Industry Trends

The Supply Chain Operating Model After AI

AI is beginning to reshape the supply chain operating model by changing how intelligence, workflows, decision rights, and execution are organized. The emerging advantage will come from coordinating people, software, and physical operations around faster, better-governed decision systems.