President, Chief Executive Officer & Director, Ch Robinson
Search every verified David Bozeman interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Dave Bozeman, CEO of C.H. Robinson, has stated that the company is an "undervalued AI play in the industrial space." He said the company has used AI to automate over 3 million shipping tasks and achieve a 35% productivity improvement over the last two years, while reducing headcount by double digits over three years and increasing freight volumes. Bozeman described AI as a "game changer" and said the next step involves "agentic AI." He also noted that the company has invested in customer-facing roles, particularly in its small and medium business segment. Regarding tariffs and supply chain disruptions, Bozeman said C.H. Robinson is focused on helping its 83,000 customers navigate uncertainty. He stated that the company has seen a shift in production to South Asia but that China remains "the factory to the world." On the potential for port strikes or rail consolidation, Bozeman said periods of disruption "play into the value proposition of C.H. Robinson" and that the company maintains significant relationships with railroads. He added that less than 20% of the company's revenue comes from moving goods from China.
“AI is huge for us. It's a combination of three things: our lean operating model, industry-leading technology, and our agentic and generative AI technology. Together, these are bringing superior results, driving our quote to cash process, automating over 3 million shipping tasks, and producing 35% productivity improveme...”
“We're an undervalued AI play in the industrial space. The next step is really agentic AI, which excites me about what's to come next despite the tough freight market we've faced for almost four years.”
“We're using AI tools to manage tariffs and supply chain uncertainty by providing visibility and granular insights to our 83,000 customers and 35 million shipments annually. This allows customers to make measured decisions on freight movement, including changing origins, destinations, or using free trade zones to reduce...”
“We have a great and significant relationship with all the railroads. If there were to be a merger, we would be a significant player in that relationship. While rail consolidation could reshape the market and supply chain, we don't see it having a major impact on our trucking brokerage business.”
CNBC's Frank Holland and C.H. Robinson CEO Dave Bozeman join 'Squawk Box' to discuss AI and automation, impact of tariffs, ...
Dave Bozeman, C.H. Robinson president and CEO, joins 'Squawk Box' to discuss the company's investor day, impact of AI technology on the company, looming port strike, implications of President-elect Trump's tariff proposals, and more.
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