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FedEx CEO on How AI Can Fix a $1.8 Trillion Global Supply Chain Problem

Jul 15, 2026
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For the first time in the company's history, FedEx has surpassed UPS in market value. Handling roughly 18 million packages a day, FedEx is acutely aware of how tariffs and geopolitical tensions have disrupted the global supply chain. As it enters its AI era, the company is leveraging artificial intelligence to predict and address these obstacles head-on. In this episode, Fortune Editor-in-Chief Alyson Shontell sits down with FedEx CEO Raj Subramaniam to discuss how AI is transforming logistics, how tariffs, geopolitical tensions, and shifting manufacturing hubs are reshaping global supply chains, and what's next for one of the world's largest transportation companies.