Intel Stumbles, Nvidia Surges & AI Takes Over Deals
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Supply Chain Radar

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Welcome to this week’s Supply Chain Radar, where winter storms test resilience, AI stops asking permission, and supply chain power keeps shifting in real time. ❄️🤖📦

 

Freight is bracing for Winter Storm Fern with memories of the Great Texas Freeze still fresh, while Lunar New Year planning turns hyper-selective as shippers prioritize critical SKUs over blanket stockpiling. 

 

👉 Scroll on for storm prep playbooks, AI power shifts, safety agendas, tariff watchlists, and the data points driving 2026 strategy conversations.

Freight Braces for Storm Fern ❄️

 

Five years after the “Great Texas Freeze” sidelined an estimated 300,000 trucks, logistics leaders are bracing for Winter Storm Fern, forecast to ice over major Southeast freight hubs. With I-75 and I-40—arteries carrying up to 75% of U.S. freight—at risk, companies are leaning on pre-positioned inventory, contingency routing, real-time visibility, and early shipper communication to avoid a repeat.

 

👉 Read more on how carriers are preparing for Fern’s supply chain test.

Its Just a Little Snow

Turn Buzz Into Business at Manifest 🎰

 

Heading to Manifest 2026? Lock in an on-site meeting with Pesti Group, the team powering some of logistics’ most recognizable brands. From media wins and executive visibility to AI-smart campaigns that actually convert, Pesti helps make every conference moment count.

 

👉 Book time with the team that Manifest trusts with your news.

Pesti

Lunar New Year: SKU by SKU 🇨🇳

 

Ahead of the Feb. 17 Lunar New Year, shippers are prioritizing critical SKUs over blanket stockpiling as later factory closures and normalized inventories reshape planning. Experts from SEKO Logistics and C.H. Robinson say item-level visibility and lane-by-lane decisions are key as windows tighten across Asia.

 

👉 Read more on how shippers are navigating Lunar New Year 2026.

SKU

Always-On Deals 🤖

 

AI-driven negotiations are moving from experiment to execution, with buyers and suppliers increasingly letting algorithms handle pricing and terms. Experts say 24/7 AI agents could shrink deal cycles from months to hours, erase information asymmetry, and squeeze intermediary margins, pushing markets closer to “perfect.” Led by thinkers like A19Lab, the shift is already underway.

 

👉 Read more on how AI could fundamentally reshape procurement and markets.

Always be Closing

Intel’s Supply Chain Reality Check 📉

 

Intel shares slid after the chipmaker warned supply constraints are limiting its ability to meet surging AI-driven data-center demand. Despite renewed optimism around its turnaround, shortages, capacity mismatches, and rising memory costs are weighing on near-term performance, while rivals like Nvidia continue to benefit from the AI boom.

 

👉 Read more on why supply chain limits are stalling Intel’s comeback.

You cant Handle the Truth

Trucking Alliance Pushes the Next Safety Playbook 🚚

 

The Trucking Alliance is advancing a long-term safety agenda aimed squarely at carriers, from wireless “Level 8” inspections and tougher enforcement on unrated fleets to cracking down on cabotage violations. The group also backs wider adoption of driver-assist tech to boost fleet safety without removing drivers.

 

👉 Read more on the carrier-focused policies shaping trucking’s safety future.

Trucking Alliance

C3-Solutions-Survey

Section 232: Critical Minerals Watch Begins 🇺🇲

 

Donald Trump recently issued a Section 232 proclamation declaring U.S. reliance on imported critical minerals a national security risk. While no tariffs are imposed yet, the move opens the door to trade negotiations, possible price floors, and future import restrictions, signaling a major push to rebuild domestic mining and processing capacity.

 

👉 Read more on what this means for supply chains, trade, and U.S. manufacturing.

I am not a Security Threat

The SCR’s Egg-O-Meter 🥚

 

 

Here’s the scoop on the SCR Egg-O-Meter: It’s a brand-new rating tool that checks out what the media said about business and supply chain execs in the past 30 days and scores them based on the tonality of mentions from a natural language processing algorithm.

 

The “Egg-o-Meter” is like a quirky kitchen gadget for measuring how well a supply chain leader can cook up success. It cracks open key traits—like adaptability, collaboration, and innovation—and scrambles them into a perfect leadership recipe. The goal? To avoid being a hard-boiled traditionalist or a runny risk-taker. It’s all about being the ideal sunny-side-up mix to lead teams through the ever-changing heat of the supply chain kitchen! 🍳📦

 

Learn more about the meter here.

Takahito Tokita, Representative Director and CEO of Fujitsu - 78.85%

78.85

Under CEO Takahito Tokita, Fujitsu has quietly become one of the most consequential technology players in global logistics and supply chains. In Japan, Fujitsu partnered with Yamato Holdings to launch an open, data-driven delivery optimization platform that matches shippers with carriers, boosts truck utilization, and directly addresses labor shortages and overtime constraints.

 

Globally, Fujitsu is pushing supply chains beyond static planning through collaborative multi-AI agent technology that allows companies to optimize operations together without sharing sensitive data. The system enables faster responses to demand swings, disruptions, and disasters—an increasingly critical capability for complex, multi-vendor networks.

 

That digital foundation is reinforced by Fujitsu’s deepened AI infrastructure and robotics partnership with Nvidia, integrating high-performance computing with human-centric automation. Together, these initiatives position Fujitsu as a key architect of resilient, scalable, and sustainable supply chains worldwide.

 

Check out this latest video from Fujitsu on how to get tangible results from your supply chain technology upgrades!

 

https://youtu.be/Tuq8iHZSrQY?si=C_s5EU6UhZ8XkD9Z

Secret Links

 

❄️ Trucker takes on extreme snow

 

🇨🇳 Supply Chain Expert Answers Chinese Manufacturing Questions


🧑🏻‍💻 Turning Global Trade Data into Actionable Supply Chain Insight

PESTI

PESTI, 500 Office Ctr Dr Suite 400, Fort Washington, PA 19034

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