*Disclaimer: This newsletter was being created by AI Search and supervised by a human (yet). It does not entitle neither to be exhaustive nor to be too serious.
1. The Exciting Stuff (real traction)
| What happened |
Why it’s a big deal |
|
Blue Yonder launched Cognitive Solutions + Supply-Chain Knowledge Graph at ICON 2025. New agents “see, analyze, decide and act” across planning & execution.
(Media Center)
|
First mainstream vendor shipping domain-specific LLM agents backed by a supply-chain KG — closes the loop from data to decision without bespoke integration work.
|
|
Manhattan Associates rolled out Agentic AI inside “Manhattan Active” plus the Agent Foundry SDK.
(Manhattan)
|
Lets customers mint their own warehouse, labor, and inventory agents; early preview shows 30-40% efficiency gains in test DCs.
|
|
Google released A2A protocol and previewed Agentspace + Gemini-powered supply-chain blueprints at Sapphire.
(Google Developers Blog),
(Google Cloud)
|
Inter-agent interoperability removes vendor lock-in; expect plug-and-play ecosystems by Q4.
|
|
Microsoft added multi-agent orchestration to Dynamics 365 & Copilot Studio.
(Medium)
|
Spin up collaborating agents for PO matching, emissions classification, and disruption alerts directly from ERP.
|
|
AWS opened a $10M research call for Agentic AI in supply-chain scenarios.
(Amazon Science)
|
Signals Amazon wants agents embedded deep inside logistics and is funding academic groundwork.
|
|
OpenAI’s enterprise agent platform hit public beta (2M paying biz users).
(WSJ)
|
Early pilots (Stripe, Box) show agents tackling finance & inventory workflows; supply-chain use-cases land next as reasoning models mature.
|
2. “Boring but Good” (quiet improvements that will stick)
- Oracle’s Fusion Cloud Planning kept its Leader slot in Gartner’s MQ — incremental ML tweaks cut MAPE by ~5 %. (Oracle)
- SAP Sapphire 2025: announced a Maintenance Planner Agent + Quote Optimization Agent, GA in Q4. (SAP)
- Microsoft’s “Connected Data Chains” reference blueprints — dull blogpost, but finally prescribes a sane data model for agent-ready supply-chains. (Microsoft)
- Mistral’s new Agents API (not supply-chain specific) gives smaller vendors a lighter weight alternative to OpenAI for task-oriented agents. (SD Times)
These upgrades won’t trend on X, yet they shave latency, improve forecast accuracy, and — crucially — don’t require a change-management fire-drill.
3. 💩 The BS Meter (marketing vapor)
| Claim |
Why it’s fluffy |
|
“AI Agents will revolutionize every supply chain next quarter” – Forbes Tech Council op-ed.
(Forbes)
|
Piece never defines KPIs, cites zero live deployments. Classic thought-leader filler.
|
|
IBM “Expectations vs Reality” blog: “2025 is the year of the agent.”
(IBM)
|
Spends 1,800 words re-explaining what an agent is. No new data, just click-bait futurism.
|
|
LinkedIn hot-take “62% of execs think agentic AI is critical.”
(LinkedIn)
|
Survey size? Methodology? Missing. Treat as anecdotal sentiment, not evidence.
|
4. Take-aways
- Interoperability is arriving: Google’s A2A + Manhattan’s Agent Foundry hint at a standards war. Bet on open protocols.
- Knowledge graphs are back — Blue Yonder proves that agents without contextual KGs are just expensive chatbots.
- Follow the money: AWS grants, Microsoft SKU bundling, Oracle renewals — the budget is shifting from PoCs to production.
- Hype filter: ask “What’s the closed-loop metric and where’s the live customer?” Anything short of that belongs in the BS bucket.
