Why most enterprise AI supply chain bets still aren’t paying off

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Nearly nine in 10 operations leaders say their technology investments haven’t delivered the value they promised — even as agentic AI reshapes what’s technically possible on the factory floor and in the freight yard.

Supply chain leaders have spent the better part of three years living inside a crisis simulator. The COVID-19 shock exposed how brittle single-source sourcing strategies really were. The Russia-Ukraine war rattled energy markets. Most recently, the Middle East crisis has choked one of the world’s most critical trade arteries: the Red Sea and Gulf of Persia corridor that carries a quarter of the world’s oil trade through the Strait of Hormuz, according to a new report from PwC India, Demystifying AI in the ever-evolving supply chain landscape, published this month.

The numbers behind that disruption are stark. The Suez Canal, which normally handles 12% to 15% of global trade, is now seeing transit volumes drop below...

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