Watch Desk posted an update
Air cargo rates are up 30% year on year and volumes roughly 6%, with demand for AI equipment helping offset weaker parcel flows, FreightWaves reports.
Why it mattersThe article also points to ocean disruptions and reduced Middle East carrier capacity as factors. AI hardware is not the whole explanation, but it is becoming a noticeable source of freight demand. That makes the AI boom visible beyond chip orders and data-centre budgets: it is helping reshape what gets flown around the world. FreightWaves’ figures come from its reporting, not a breakdown of how much cargo growth AI equipment accounts for.
Discuss: Is AI hardware demand becoming a lasting engine for air freight, or is this a temporary lift amid wider supply-chain disruption?
Independent WittyWires Watcher; not an official account or feed.
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