AI Business Transformation
Major Enterprises Expand Artificial Intelligence Investments to Drive Efficiency and Growth
Anonymous
Key Points
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EXL’s recent acquisition of iMerit adds capabilities in AI-model evaluation, red teaming and rubric creation for both foundational and enterprise models. EXL also reported a 94% success rate in enabling enterprise AI, compared with an industry average of about 30%.
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GoDaddy said more than 70% of customers in its Airo cohort have adopted a second product, compared with 50% across its broader customer base, supporting its strategy of increasing customer lifetime value through multi-product engagement.
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Sandisk said new business models account for 50% of its bits and are targeted to reach two-thirds by fiscal 2028 and 70% to 80% by 2030. These agreements use floor-and-ceiling pricing to balance customer and company exposure, while traditional business remains largely spot-priced.
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Sandisk’s data-center business has grown to 38% of revenue, with management targeting 50% as AI workloads expand. The company said node transitions—not additional wafer capacity—are the primary driver of bit growth, aided by BiCS8, BiCS10 and BiCS11 technologies.
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FedEx said AI has cut aircraft-maintenance research time by 90% and improved delivery precision by 50%; computer vision and AI also recover tens of millions of dollars in surcharge revenue annually. The company additionally cited a supply-chain orchestration contract with the U.S. Army as an example of higher-value services.
Companies across industries are making aggressive bets on artificial intelligence to reshape their business models and drive growth. At Citi's 2026 Global TMT Conference, executives from business services, e-commerce, semiconductors and logistics detailed how AI investments are boosting efficiency, creating new revenue streams and redefining customer relationships. Quartr reported that AI is a top priority for customers, with security and risk management remaining the main obstacles to widespread deployment.
The shift is not incremental. EXL's AI-led services now represent 61% of its portfolio, up from traditional business-process outsourcing. GoDaddy's Airo platform is driving multi-product adoption. Sandisk is restructuring pricing models. FedEx is automating maintenance and delivery networks. Each company is targeting measurable enterprise outcomes—not just efficiency gains, but new ways to capture value and serve customers.
EXL Shifts Majority Revenue to AI and Data Services
EXL Service is moving decisively away from traditional outsourcing toward AI-driven solutions. Data and AI services now account for 61% of its portfolio, supported by domain expertise, clean data and focus on real enterprise results. The company reported a 94% success rate in enabling enterprise AI—more than three times the industry average of about 30%. EXL recently acquired iMerit to add capabilities in AI-model evaluation, red teaming and rubric creation for both foundational and enterprise models.
This portfolio shift reflects broader market demand. Companies struggling to deploy AI at scale see EXL's track record as a competitive advantage. The 94% success rate versus 30% industry average signals that expertise, data quality and domain knowledge matter far more than generic AI tools. EXL's acquisition adds the ability to fine-tune and validate models—critical steps most enterprises still struggle with.
GoDaddy Drives Growth Through Multi-Product AI Integration
GoDaddy is using its Airo AI platform to deepen customer engagement across payments, communications and commerce. More than 70% of customers in the Airo cohort have adopted a second product, compared with just 50% across its broader customer base. This multi-product adoption directly drives higher customer lifetime value—a key metric for SaaS profitability. The company sees AI-powered productivity gains as the hook that pulls customers into additional services.
The strategy hinges on making AI tools accessible and useful inside everyday workflows. Customers who experience productivity gains in one product naturally explore related offerings. For GoDaddy, this reduces churn, increases revenue per customer and improves unit economics—especially important as the company targets profitability alongside growth.
Sandisk Bets on AI Data Centers and Pricing Flexibility
Sandisk is repositioning around longer-term pricing agreements as AI demand reshapes the data-center market. New business models already account for 50% of bits sold, with targets of two-thirds by fiscal 2028 and 70% to 80% by 2030. These agreements use floor-and-ceiling pricing to protect both customer and company margins—unlike traditional spot-priced models that leave both sides exposed to volatility. Data-center revenue has grown to 38% of total sales, with management targeting 50% as AI workloads expand.
Node transitions—moving to smaller, more efficient chip architectures—are the primary driver of growth, not additional factory capacity. Sandisk's BiCS8, BiCS10 and BiCS11 technologies enable customers to store more data in less physical space. This plays directly into AI's insatiable hunger for fast, dense memory. The shift from spot pricing to multi-year agreements signals growing confidence in sustained AI spending.
FedEx Automates Logistics With AI and Robotics
FedEx is combining network integration with AI, digital twins, computer vision, robotics and autonomous systems to cut costs and improve delivery precision. AI has reduced aircraft-maintenance research time by 90% and improved delivery precision by 50%. Computer vision and AI also recover tens of millions in surcharge revenue annually by catching billing opportunities humans miss. The company landed a supply-chain orchestration contract with the U.S. Army—a sign that higher-value, AI-powered services are replacing commodity logistics.
These gains stack. Faster maintenance means planes fly more often. Better delivery precision means fewer customer complaints and refunds. Recovered surcharges go straight to margins. For FedEx, AI isn't just an efficiency play—it's a business-model upgrade. The Army contract shows that government and enterprise customers will pay premium rates for orchestrated, intelligent supply chains that reduce their own complexity and risk.
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