For our 20th annual Supply Chain conference, we returned to The Breakers in Palm Beach for an all-time high of 440 CEOs and leaders across the supply chain ecosystem, with attendees from North America, South America, Europe, Asia, and Africa.
2026 is shaping up to be a crucial year. We are entering the fourth major wave of change in the modern supply chain world: the age of AI. AI is now the top capital investment priority for supply chain companies, with venture capitalists allocating 55% of new supply chain investment into AI businesses.
In a year when most public logistics companies declined in value, CH Robinson stood out by deploying 400 engineers to build over 30 AI agents, dramatically improving customer response times and lifting market value 57%. CH Robinson's playbook illustrates the broader story: in supply chain, AI is no longer optional. It's the differentiator separating winners from losers.
At Cambridge Capital, we believe we are in the early innings of high-growth digital supply chains and tech-enabled “man + machine” services. Our active themes include AI to automate supply chains, supply chain visibility, reverse logistics, e-commerce fulfillment, and predictive supply chain decisioning. Recent investments include Greenscreens.ai (acquired by Triumph), Bringg, ReverseLogix, Liftit, STAT, and others.
2026 may well be a “Fork in the Road” with enormous implications for buyers, sellers, and operators across the global supply chain.
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