Nvidia cargo worth $11.4M stolen en route from Oakland to Fort Worth

The theft highlights a physical supply-chain vulnerability that matters more as AI hardware demand strains logistics: high-value chips are now attractive targets for organized cargo crime, not just data-center risks. It affects Nvidia's distribution partners, insurers and freight carriers moving compute hardware across long-haul routes. The open question is whether such losses prompt tighter chain-of-custody and tracking standards for semiconductor shipments, and whether police trace the cargo beyond San Bernardino County.