Can Trucking Keep Up With the Data Center Boom?

Podcast: The Decisive Podcast: Insights and analysis to empower confident decision-making. · S&P Global Market Intelligence

Opublikowano: 2026-09-05

Every new gigawatt of data center capacity requires a massive physical build-out: steel, concrete, cooling systems, backup power, transformers, heavy equipment, server racks and supporting infrastructure. By one estimate, each gigawatt of new U.S. data center capacity could require roughly 100,000 truckloads, according to one estimate. In this episode of The Decisive, host Kristen Hallam speaks with Bill Cassidy, Senior Editor, Trucking and Domestic Transportation at the Journal of Commerce by S&P Global, and Paul Bingham, Director, Transportation Consulting, S&P Global Market Intelligence, about why data center construction is a freight capacity story. The conversation explores how surging de...