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Supply Chain by the Numbers

Aug. 14, 2026

Supply Chain by the Numbers for Aug. 14, 2026

Amazon Warns on NYC Driver Regs. GM with Unique Procurement Deal. CSCOs Fuzzy on AI Benefits. Robot Orders Weak in Q2, A3 Says


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5000+
That is how many Amazon contract delivery jobs in New York City are at risk if the Big Apple goes ahead with plans that would severely regulate those positions. Amazon’s job warning came this week after New York Mayor Zohran Mamdani backed a bill that would force Amazon and other companies to employ delivery workers instead of using subcontractors. The bill, introduced earlier this year in the New York City Council, would require warehouse operators to obtain licenses from the city. To get one, operators would have to adhere to new. Amazon said it would consider relocating its warehouses outside of New York City if the Delivery Protection Act passed.

55%

That is the share of chief supply chain officers (CSCOs) that are unclear on the return on investment (ROI) of their AI investments, even as 67% of supply chain digital investments are now allocated to AI, according to a survey by Gartner released this week. To achieve clear and positive returns from their AI investments, Gartner says, CSCOs must deploy a “rightsized” change management strategy that explicitly links change execution to AI strategy, supply chain strategy and broader enterprise priorities, so that change resources are directed toward outcomes and not individual activities.



$4.5 Billion
That is the amount involved in a unique parts deal in which General Motors in which GM will preserve cash and prevent supply chain disruptions like ones that have hit the global automotive industry this decade. In a public filing Tuesday, GM said the up to $4.5 billion purchasing facility includes a company called Procura Auto Parts that specializes in sourcing rare or critical parts. Procura will receive funding through a bank syndicate led by JPMorgan Chase and Banco Santander to prepay select suppliers on behalf of GM. In return, GM will issue formal promises called irrevocable payment undertakings, or IPUs, to pay back the company after it uses the parts in production, no later than July 31, 2029. The deal allows GM to keep inventory costs off its books, while better securing future supply.

4.3%
That was the weak North American growth in industrial robots in terms of units ordered in Q2, according to new data released by the Association for Advancing Automation (A3) this week. But while units ordered was slow, reaching 8940 in the quarter, actual revenues in Q2 were much stronger, rising 21.3%. The press release summarizing the Q2 results doesn’t point out let alone explain the much faster growth in revenues versus units ordered in the quarter. The two possibilities, it would seem, are: (1) the average selling price is way up; and/or (2) the higher revenue growth represents units shipped for a spike of units ordered sometime back.

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