Nvidia cargo worth $11.4M missing after truck vanishes in California

The theft highlights a physical security gap in the AI supply chain that is rarely discussed alongside digital risks. For Nvidia and its logistics partners, the incident underscores how high-value hardware in transit remains vulnerable to organized theft, even as demand for AI chips strains distribution networks. The open questions are whether this was an isolated case or part of a broader pattern targeting tech freight, and whether insurers and shippers tighten routing and tracking protocols in response.