Logistics news

IBM Shares Plunge as AI Infrastructure Spending Squeezes Enterprise Software Budgets

14-07-2026 23:01 via logisticsviewpoints.com

IBM shares fell approximately 25 percent Tuesday after the company unexpectedly released preliminary second-quarter results that missed Wall Street expectations, raising concerns about how rapidly rising artificial intelligence infrastructure costs are reshaping enterprise technology budgets.The decline erased nearly $68 billion from IBM’s market capitalization and represented the company’s largest one-day loss in market value. The stock was also headed for its steepest percentage de

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OpenAI’s $1 Trillion Wait Is an AI Infrastructure Supply Chain Story

14-07-2026 16:08 via logisticsviewpoints.com

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 initial public offering is being treated primarily as a capital-markets story. The discussion has centered on timing, valuation, and whether public investors are prepared to support a company worth app

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Why AI Projects Should Be Built Like Supply Chains

14-07-2026 15:47 via logisticsviewpoints.com

An enterprise team begins an artificial intelligence project with a familiar question: Which model should we use? The team compares benchmarks, studies pricing, debates whether the newest large model is worth the additional cost, and eventually selects a platform.The first outputs arrive, and some are impressive. Others contain unsupported claims, repeat information from earlier sections, ignore important instructions, or vary sharply in quality from one run to the next.The team responds by expa

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Technology Strategy, Not Technology Noise: A Practical AI Playbook for Supply Chain Leaders

14-07-2026 15:39 via logisticsviewpoints.com

Small and medium-sized enterprises face limited budgets, uneven digital foundations, and an overwhelming number of technology choices. Their experience offers a useful lesson for larger supply chain organizations: start with the business problem, use partnerships selectively, and treat technology as a means rather than the strategy itself.Supply chain organizations do not suffer from a shortage of technology options. They face the opposite problem: too many technologies, too many promises, and t

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