22 days ago
- A recent cargo theft in Chicago involved $1.3 million worth of data center equipment and copper wiring, highlighting physical supply chain vulnerabilities in AI infrastructure.
- The AI boom has led to increased theft of high-value hardware like servers, networking gear, and copper, causing deployment delays due to the interdependent nature of data center components.
- Cargo theft losses in the U.S. and Canada rose about 60% in 2025 to nearly $725 million, with metal theft up 77%, driven by demand for copper and enterprise computing hardware.
- Physical logistics and supply chain security are emerging as critical issues for AI infrastructure, beyond traditional cyber threats, requiring broader industry attention and investment.