AI infrastructure intel report

Learn about the latest cargo theft threats to the AI hardware supply chain.

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Overview

Overhaul's intelligence team has already recorded more than $150 million in AI equipment cargo losses. Thefts involving data-center equipment, computing components, and chips are up 34 percent since 2024, and the total value of goods stolen is up more than 110 percent.

Theft methods have shifted from force to fraud. Across affected high-value technology shipments, deception was used in 92 percent of cases.

This brief sets out why AI infrastructure is being targeted, how the theft is carried out, and the controls that hold.

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AI infrastructure intel report

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Visión general

Overhaul's intelligence team has already recorded more than $150 million in AI equipment cargo losses. Thefts involving data-center equipment, computing components, and chips are up 34 percent since 2024, and the total value of goods stolen is up more than 110 percent.

Theft methods have shifted from force to fraud. Across affected high-value technology shipments, deception was used in 92 percent of cases.

This brief sets out why AI infrastructure is being targeted, how the theft is carried out, and the controls that hold.

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‍

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