The last-mile customer map is being redrawn in one week: CMA CGM is buying FedEx Supply Chain for $1.4B (tripling CEVA's North American footprint to ~240 sites), while Amazon — now the largest US domestic parcel carrier — is openly undercutting FedEx and UPS on price to poach their shippers. After a week of moves over who owns the fleet-data relationship (Progressive/Motive, Descartes/Drivin), the battleground has widened to who owns the last-mile network itself — every one of these consolidators inherits a fragmented device estate that needs a neutral, AI-ready data layer. Meanwhile the trade press has stopped debating physical AI and started describing agent-operated IoT as a utility: connected systems that decide and act autonomously, with data readiness as the gating input.