
Cargo thieves have stolen more than $150 million in AI equipment this year, according to Overhaul’s AI Infrastructure Intel Report.
Data also found a 34% increase in the theft of data center equipment, chips, and computing components since 2024.
“AI hardware is some of the most concentrated value moving through the supply chain right now, and it’s become the fastest-growing target for these criminal networks,” says Barry Conlon, CEO and founder of Overhaul. “As thieves become increasingly deceptive, visibility into a shipment alone isn’t enough to stop it from being taken. Our findings give shippers the intelligence to know how crews take loads, where the equipment ends up, and what to put in place now so they can stop the next theft before it happens.”
Key takeaways:
· Overhaul’s report shows that deception was used to steal 92% of high-value technology shipments. Thieves used methods such as fraudulent carrier identities, double-brokering, spoofed communications, and falsified paperwork to slip inside legitimate freight transactions and steal loads.
· Overhaul found that individual losses now regularly exceed $30 million, with such thefts occurring weekly. The largest single theft of AI cargo on record topped $100 million.
· Overhaul protects $1.4 trillion in cargo value across more than 150 countries, processes more than 30 billion IoT events globally, and prevents 98% of disruptions across monitored shipments.




















