UPS Chief Executive Carol Tomé identified a potential $15 billion annual revenue market in data center logistics during the company’s third-quarter earnings call on October 27, 2026. The opportunity reflects UPS’s focus on the expanding AI infrastructure sector as a source of future growth.
UPS aims to serve the data center supply chain, moving specialized components such as microprocessors and cooling systems, coordinating final delivery, and replacing parts over time. The initiative supports the company’s broader strategy to pursue higher-margin opportunities.
UPS’s healthcare logistics business generated more than $3 billion in the latest quarter.