Craig Fuller đŠđđâī¸
@FreightAlley
Freight affiliated media. Founder - FreightWaves: Freight market intelligence SONAR: High-frequency freight data Firecrown: enthusiast media esp. transport
6K Following 115.2K Followers
If the AI data center bubble pops, it will be catastrophic for the freight market demand and the US economy.
AI data centers have driven US reindustrialization and helped US manufacturing recover from a massive slump that began in 2022 and accelerated due to tariffs.
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Truckload spot rates continue to surge. Now at $3.61/mile on the daily chart.
We are within $.06/mile of breaking an all-time record. At this point, it feels inevitable.
OMG, this is the most pivotal moment in trucking history since Deregulation.
It could be an extinction event for 30-50% of all freight brokers.
Matt Lefler and I will be on the air at 11AM ET to discuss. Live, streaming on X.
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