GXO CEO Patrick Kelleher: Data centers are a big business, and they’re growing for us
Speakers
Patrick Kelleher
— CEO, GXO
Summary
GXO CEO Patrick Kelleher highlights the company's growth from data center logistics, internal AI deployment, and humanoid robotics. He states that data centers are a big and growing business, AI has driven a 50% productivity improvement, and humanoids could reach ROI in two years, supporting a bullish outlook.
- GXO provides supply chain services for data center construction and maintenance.
- Data center business is experiencing huge growth.
- AI deployment via GXO IQ across 1200 operations yields significant productivity gains.
- Humanoid robot pilots with six providers show promise; ROI expected in ~2 years.
- The company operates in 26 countries with diverse industry exposure.
- CEO sees AI and computing investments accelerating humanoid capabilities.
Ideas
Data center logistics driving strong growth
Humanoid robots are expected to play a large role in warehouses going forward. GXO has completed 45 pilots across six providers, is launching another pilot in Europe in H2, and believes ROI is about two years away as processing speeds improve. Humanoids are already performing tasks like picking cosmetics and unloading trucks, and further AI/computing investments will accelerate their viability.
Up Next
This CNBC video, published August 11, 2026, features Patrick Kelleher discussing GXO. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: Patrick Kelleher · Tickers: GXO