Possible breadcrumb from FedEx
FedEx's quarterly results are out and the call is upcoming. This is the third line from the Outlook section of their results:
"FedEx will also remain focused on last-mile optimization, including the continued rollout of the FedEx Express initiative to utilize FedEx Ground for the transport and delivery of select day-definite FedEx Express residential packages within the U.S."
As previously mentioned, the s'last mile optimization' project is the one that likely include CTL edge computing capabilities. Perhaps FedEx will provide more color on their call.
Overall, their results were good and they initially are up 9% after hours.