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Apparel Supply Chain Investments Shift to AI, Robotics and Last-Mile Logistics

· Source: wwd.com

In short

Major logistics and e-commerce players — Amazon, UPS, FedEx and Maersk — are redirecting capital expenditure from physical footprint expansion toward warehouse automation, RFID sensing, predictive AI and network optimization. Rising labor costs, driver shortages, tariffs and higher interest rates are pushing these companies to prioritize yield and efficiency over volume growth. Analysts estimate global warehouse automation spending reached $30 billion this year, while Gartner projects global IT spending at $6.37 trillion, driven largely by AI infrastructure and cloud capacity.

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In the issue of week 44, 2026: Warehouse AI now has live throughput proof: Aeon reports loading doubled at Saitama

Tags: logistics, warehouse automation, robotics, RFID, capex, supply chain

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