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#data-center-boom
(2 articles)Demand Planning
High ImpactSep 29, 2026Freight Growth Masks Consumer Collapse: Data Centers Masking Broader Demand Crisis
Despite a modest 1.5% year-over-year increase in freight volumes, the growth is almost entirely concentrated in machinery, fabricated metals, and steel driven by the data center construction boom. Thi
FreightWaves#freight-demand#data-center-boom#consumer-sentiment
Demand Planning
High ImpactAug 18, 2026Data Center AI Boom Quietly Driving Freight Demand Higher
The article reveals that data center construction tied to AI infrastructure expansion is generating significantly more freight demand than conventional industry indices capture. Dr. Jason Miller's ana
FreightWaves#data-center-boom#ai-infrastructure#freight-demand