AI Logistics Forecasts Are Huge, But I Care About Who Can Prove ROI, And SemiCab Has A Data Point

Growth forecasts for AI in logistics are getting loud, and I try not to overreact to forecasts alone. The one that keeps getting quoted is roughly 38% CAGR through 2029 for AI in logistics and supply chain management (source type: industry market research). Even if that number ends up lower, the direction is clear: shippers are paying for tools that reduce cost and improve reliability. What pulls me in on RIME is that SemiCab has shared a concrete ROI data point in investor materials. One case study cited 173.5K loads analyzed and $340M in transport spend, with 11.7M miles saved and $28.5M in annualized savings after optimization (source type: company investor presentation). That kind of math is easy for a CFO to understand. Then the company put public run-rate numbers on top of it. The Dec 22, 2025 recap reported ARR up 220% from $2.5M to over $8M and cited $15M forward ARR tied to contracts and expansions (source type: company press release). Which matters more to you for a small stock in a hot sector: the macro growth forecast, or a hard savings case study tied to real deployments? Do your own homework.