Supply Chain & Logistics News, Trends, and Insights

The AI data center buildout is the largest infrastructure investment cycle in modern history. U.S. spending on data center construction starts reached an estimated $77.7 billion in 2025 according to Equipment World – a 190% year-over-year increase – and Moody's projects $3 trillion in global spending over the next five years to keep pace with AI capacity demand. With more than 2,788 data centers currently announced or under construction across the U.S., the pressure on every link in the supply chain – including logistics – has never been greater.

As we move into 2026, the warehousing market is showing early signs of moderation—but not normalization. While select markets are beginning to soften, warehouse costs nationally remain elevated compared to pre-2020 levels, and pricing behavior continues to vary widely by geography.

As supply chains move into 2026, the conversation has shifted. Shippers are no longer reacting to constant disruption—but they aren’t operating with full confidence either. Instead, planning decisions are being made with greater discipline, tighter assumptions, and far less margin for error.

Artificial intelligence is now part of nearly every conversation in logistics. Pricing, planning, customer service, forecasting—AI shows up in all of it. Some of that progress is meaningful. Some of it is noise.

The start of 2026 doesn’t bring a clean reset for the supply chain—but it does bring more clarity than we’ve had in recent years. Across transportation, ports, and warehousing, conditions are being shaped less by sudden demand swings and more by structural changes: tighter capacity, regulatory enforcement, evolving trade patterns, and the lingering influence of trade policy and tariffs on sourcing and routing decisions. Together, these forces are reinforcing the need for flexibility when disruptions occur.

Throughout this year, the transportation industry has seen heightened federal enforcement focused on driver licensing, cabotage regulations, and English language proficiency requirements. These initiatives, including Operation Midway Blitz and related investigations, have resulted in thousands of drivers being taken off the road. Many experts predict tighter trucking capacity across the United States as a result.

Inbound container volumes are climbing again, with ocean ports across the U.S. reporting the beginning of tariff-driven surges that are rivaling post-COVID levels. This uptick appears to be tied to importers pulling forward inventory in response to the temporary pause on new tariffs for Chinese goods that was implemented in May.

In today’s supply chain, international isn’t optional—it’s essential. Whether sourcing from Asia, nearshoring to Mexico, or establishing a China+1 procurement strategy, global supply chains are shifting fast. On this episode of Beyond Point to Point, we go beyond the headlines to unpack what’s really happening in international logistics.

From emerging sourcing regions to the tariff impacts driving change, we explore how shippers are adapting to new trade realities. Hear from Richard Egan (VP of International Solutions, Averitt) on long-term global strategy; Ed Habe (VP of Mexico Sales, Averitt) and Homero Gonzalez (General Director, Central de Fletes) on the evolving U.S.-Mexico freight dynamic; and licensed customs broker Kailoni Lawson (Integrated Operations Manager, Averitt) on why planning and compliance matter more than ever.

Watch the episode below to learn how the right partnerships—and the right questions—can help you future-proof your supply chain.

Over the past few weeks, cross-border transportation has entered a new phase of scrutiny—one that’s already beginning to reshape capacity, disrupt operations, and force some tough conversations in the logistics world.