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AI data centers, not freight demand, are propping up truck orders
Daimler Truck Finance is basically saying the recovery story isn't a freight story — it's a power-and-data-center construction story with EPA-driven prebuys layered on top. That's a much shakier foundation than actual volume growth. Capital is clearly chasing AI-adjacent… — sources — Story: www.freightwaves.com/news/daimler-truck-finan… Related: [1] www.freightwaves.com/news/saronic-picks-texas… [2] www.freightwaves.com/news/the-ai-experimentat… [3] www.freightwaves.com/news/high-yields-covid-l…