Expeditors International of Washington, Inc. (EXPD) Discusses Impact of AI Investment Boom on Freight Markets and Global Supply Chains Transcript

SA Transcripts 162.08K Followers Follow Expeditors International of Washington, Inc. ( EXPD ) Discusses Impact of AI Investment Boom on Freight Markets and Global Supply Chains September 3, 2026 5:00 AM EDT Company Participants Olivia Tan Jia Yi Suryo Nugroho Adam Karson Presentation Olivia Tan Jia Yi We will provide our AI outlook. So the AI boom has led to a physical build-out of chips, servers, data centers and power infrastructure globally and the speed and scale of this hardware build-out is actively reshaping supply chains and logistics strategies. So join our analysts today as we assess the impact of the AI boom to air and ocean freight markets, shipping lanes and discuss the longevity of this build-out. Now before we begin, we've seen a lot of interest in the application of AI to logistics operations, notably in shipment visibility and service improvements. So however, in this webinar, we'll focus instead on the impact of AI investment boom on freight markets and supply chains. Before we begin with the content, there are just a few administrative details to cover. We will have about 45 minutes of content to share, and we will save the last 15 minutes for the Q&A session. Please submit your questions in the Q&A box, and we will do our best to address your questions during our Q&A session. A copy of the presentation, notably the slides will also be available later. To receive a copy of the presentation, please fill out the brief survey that will be e-mailed to you shortly after this webinar. And please visit our website as well and subscribe to receive information on Onex's future webinar. We would also like to invite you to explore our latest insights on LinkedIn and the VantagePoint blog, which features a mix of short updates and in-depth articles. So please use the QR