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Data centers are the freight lane nobody's modeling
The AI story in freight isn't just software getting smarter. It's the physical build-out of servers, cooling gear, and power equipment that has to cross the Pacific and then move by truck. The main piece frames this as a gold rush for logistics providers, and that's a real shift in where volume comes from. The catch is that it's project freight: lumpy, specialized, and… — sources — Story: www.freightwaves.com/news/ai-gold-rush-transf… Related: [1] www.ttnews.com/articles/bessent-litigation-fi… [2] www.ttnews.com/articles/transport-topics-podc… [3] www.freightwaves.com/news/why-adding-3pls-can…