Has UPS confirmed it?

No. UPS has not confirmed it as of Oct 28.

Did UPS’s CEO say AI data-center-related logistics could reach about $15 billion a year?

UnconfirmedLast checked Oct 28, 2026

UPSFirst seen Oct 27

36Kr newsflash citing UPS CEO remarks on data-center logistics market size; primary earnings transcript not re-opened here.

Evidence timeline · 1 source · newest first

Oct 27
Unconfirmed
36Kr relays that UPS CEO Carol Tomé said the rise of AI data centers creates a multi-decade logistics opportunity and that related logistics could reach about $15 billion a year, as hyperscalers expand AI infrastructure and need heavy power and cooling equipment moved.
Source: 36Kr

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