Across distribution, tariff uncertainty is also encouraging companies to bring in inventory earlier and rebuild safety stocks.
ScanSource on Aug. 20 also announced an agreement to acquire MicroAge for $220.5 million in cash, a deal that would expand the distributor beyond its traditional technology products into cloud, cybersecurity, data center, and AI services
Sysco’s increased focus on AI comes as it prepares for one of the largest expansions in the company’s history.
Cyber activity monitoring recorded the largest drop, falling 13 percentage points. Awareness training declined 11 points, penetration testing fell 6 points, and cyber insurance coverage declined 2 points. Annual risk assessments and incident response plans were unchanged.
For distributors still relying heavily on manual quoting, static online catalogs or poorly structured product data, the competitive gap could widen as Home Depot puts AI deeper into the contractor purchasing process.
Recent earnings reports and investor calls show companies beginning to talk less about AI as a broad technology initiative and more about where they are putting it to work.
AI agents are starting to do the shopping. Not recommend. Not assist. Shop.
Applied is positioning itself around plant modernization, robotics, artificial intelligence, infrastructure investment, and rising demand for technical support, while using acquisitions to add capabilities and cross-selling to push those capabilities deeper into its existing customer base.
The data presented at the Atlanta forum points to an industry where practical AI use is increasing but remains far from widespread.
The agenda reflects a shift in the distribution industry’s AI conversation. The question is increasingly less about what AI might eventually do and more about what distributors are putting into production now, whether employees are using it and whether it is improving business performance.