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

SA Transcripts 162.07K Followers Follow Expeditors International of Washington, Inc. ( EXPD ) Discusses Impact of AI Investment Boom on Global Freight Markets and Supply Chains September 2, 2026 12:00 PM EDT Company Participants Olivia Tan Jia Yi Suryo Nugroho Adam Karson Olivia Tan Presentation Olivia Tan Jia Yi Good morning, everyone, and welcome to our webinar today. My name is Olivia Tan, and I am a senior geopolitical analyst at Onyx. So we offer a different webinar topic each month. This time, we will provide our AI outlook. So, the AI boom has led to a physical buildout 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 impacts of the AI boom to air and ocean freight markets, shipping lanes, and discuss 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 the 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. [Operator Instructions] 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 Onyx's future webinar. We would also like to invite you to explore our latest insights on LinkedIn and the Vantage Point