AI-native supply chain platforms replacing core analytical functions
#1The enterprise supply chain software market is undergoing a platform consolidation driven by AI-native capabilities becoming the baseline expectation. o9 Solutions raised $295M and is displacing legacy APS vendors by offering autonomous demand sensing, inventory optimization, and S&OP automation as core platform features rather than consulting-delivered projects. Blue Yonder (owned by Panasonic, $8.5B acquisition) and Kinaxis are aggressively embedding ML-driven autonomous planning that eliminates manual planning cycles entirely. SAP IBP, Oracle SCM, and Manhattan Associates are all integrating LLM layers that allow natural language interaction with supply chain data, further reducing the need for trained analyst intermediaries.