Kuehne+Nagel Locks In Three-Year Order Pipeline as Data Center Logistics Becomes New Freight Growth Engine
· Source: finance.biggo.com
In short
Kuehne+Nagel says logistics demand generated by AI data center construction has turned into firm orders, with volumes for 2027–2029 essentially locked in and double-digit growth expected over the next three years. The forwarder, whose clients include six of the "Magnificent Seven" U.S. tech giants, has just signed a seven-year data center logistics agreement with Amazon that pushed its shares to a two-year high. AI-related goods now represent roughly 20% of global trade, making data center logistics a key growth engine for the freight industry, with rivals such as DHL also expanding in the segment.
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In the issue of week 40, 2026: Supply Chain AI Advances, but Data, Governance and Capacity Set the Pace
Tags: logistics, freight, data centers, supply chain, amazon, forecasting