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(2 articles)Demand Planning
High ImpactJul 15, 2026Trucking Industry Faces Freight Downturn & AI Boom Impact
After four years of sustained capacity contraction, the trucking industry is at an inflection point. Daimler Truck Financial executives examine whether the longest freight recession on record is final
FreightWaves#freight-recession#trucking-market#fleet-investment
Demand Planning
High ImpactJul 15, 2026AI Data Center Capacity Crisis: Supply Chain Impact
Explosive demand for artificial intelligence infrastructure has created an unprecedented capacity crunch in the data center sector, with clients reportedly willing to pay double current rates for acce
FreightWaves#ai-data-centers#capacity-constraints#semiconductor-demand