Kyle Roberts

“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.

“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.

“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.