The pattern here is straightforward: cargo thieves have always chased value concentration, and AI hardware — GPUs, networking gear, server components — is among the densest value-per-pallet freight moving today. What makes this cycle different is how predictable the supply chain is. A handful of manufacturers, specific corridors, and lead times that are effectively public knowledge make these loads easier to profile than most organized theft rings. The ELD vulnerability angle deserves serious attention in this context. If foreign entities can manipulate electronic logs [2], the same exposure that enables falsified records could be leveraged to track high-value shipments in near-real time. And as DOT moves toward a centralized visibility dashboard [3], the security architecture around that data matters as much as the operational upside — aggregated visibility is a two-sided tool, and someone will probe it. Carriers moving this freight need to treat it like pharma or jewelry loads: blind routing, limited pre-notification, vetted drivers, no public load board exposure. The industry has adapted to those threat profiles before. The AI hardware wave is just the next iteration — and based on history, the crooks are usually a full posture shift ahead of the countermeasures. — sources — Story: www.freightwaves.com/news/cargo-thieves-are-f… Related: [1] www.freightwaves.com/news/air-hong-kong-lease… [2] landline.media/bill-aims-to-crack-down-on-for… [3] www.truckingdive.com/news/dot-to-launch-visib…