Kyle Roberts

“There is a massive ecosystem that sits around, all of those components have trucking demands,”

Kyle Roberts · said date not stated · reported 2026-09-05

Roberts describes the massive ecosystem of components surrounding data centers and their associated trucking demands.

“A lot of things used to build data centers move via rail, truck takes it from destination to building, doesn't reduce demand, just reduced distance,”

Kyle Roberts · said date not stated · reported 2026-09-05

Roberts explains that data center components moved by rail still require trucking for final delivery, which helps the LTL segment.

“It's a very positive impact,”

Kyle Roberts · said date not stated · reported 2026-09-05

Roberts characterizes the impact of the AI data center ecosystem on trucking as very positive.