The 'data center crackdown' is a logistics story – mostly unnoticed
A risk story
DHL: NEW HIGH TARGET ON THE STREET DSV: EXPECTATIONS RUN HIGH KNIN: DHL GUIDANCE UPGRADE READ-ACROSSKNIN: NEW OPENINGGM: TECH UPSIDEAMZN: BIG DEBT FUNDING ON ITS WAYDHL: 'STELLAR EXPRESS'DHL: UPDATEDHL: STRONG PRELIMINARY UPDATE CHRW: STILL VERY BEARISH PLD: 'MOST PREFERRED'ZIM: DEAL OR NO DEALWTC: MOMENTUMDAC: PAYOUTMAERSK: RETURN TO SUEZ
DHL: NEW HIGH TARGET ON THE STREET DSV: EXPECTATIONS RUN HIGH KNIN: DHL GUIDANCE UPGRADE READ-ACROSSKNIN: NEW OPENINGGM: TECH UPSIDEAMZN: BIG DEBT FUNDING ON ITS WAYDHL: 'STELLAR EXPRESS'DHL: UPDATEDHL: STRONG PRELIMINARY UPDATE CHRW: STILL VERY BEARISH PLD: 'MOST PREFERRED'ZIM: DEAL OR NO DEALWTC: MOMENTUMDAC: PAYOUTMAERSK: RETURN TO SUEZ
In this episode of The Loadstar Podcast, host Charlotte Goldstone dives into the world of artificial intelligence in logistics and customs with two industry insiders: James Coombes, co-founder and CEO of Raft.AI, and Michael Douglas, customs technology consultant at ALS Customs Services.
Together, they unpack the reality behind the AI buzz – what’s hype, what’s real, and what’s already transforming global supply chains.
The conversation offers a rare, behind-the-scenes look at AI in action. You’ll hear how one of the world’s largest customs providers is integrating advanced AI tools to solve very human problems, with some surprising takeaways about data flows, where time savings truly happen, and why “saving on typing” is no longer the headline benefit.
Whether you’re AI-curious or already deep in digital transformation, this episode offers a grounded, insightful, and surprisingly candid conversation that you won’t want to miss.
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