While the AI equipment boom competes with e-commerce for air freight capacity out of Asia, the fast-growing tech shipments offer better yields and more opportunities for logistics providers.
The Journal of Commerce Truckload Capacity Index dropped slightly in the second quarter, signaling caution, after a first-quarter surge linked to an acquisition.
The momentum generated by air and ocean demand during the quarter is expected to continue through the second half of the year, the company's CEO said.