TL;DR

• The rise of AI is driving a $3 trillion industrial supercycle in data center infrastructure, requiring a completely new approach to global logistics.

• This expansion involves doubling digital capacity by 2030, facing challenges like power bottlenecks, the shift to distributed AI inference, and the need for modular solutions.

• Traditional logistics are illequipped for this, struggling with the extreme value, fragility, weight, dangerous goods, and precise sequencing demands of AI infrastructure components.

• Flexport offers specialized logistics solutions, providing industryleading ontime performance, white glove service, advanced security, expert customs compliance, and a collaborative digital platform for managing these complexities.

• They leverage dedicated ground setups, 747 charters, CTPAT/TAPA certifications, an AI customs auditor, and detailed tracking to ensure efficient, secure, and compliant delivery of critical AI components.

The $3Trillion AI Infrastructure Supercycle

We are at the beginning of an investment cycle projected to reach $3 trillion by 2030. This capital is fueling a global buildout, currently in the process of doubling the world's existing digital capacity.

• Massive Supply Growth: Between 2026 and 2030, roughly 100 GW of new data center capacity will be added worldwide, according to Jones Lang LaSalle Research. This will effectively double available capacity to 200 GW.

• The Power Bottleneck: Power availability is now the primary site selection driver. With grid connection wait times exceeding four years at major hubs, operators are turning to "behindthemeter" power generation and battery energy storage systems.

• The Shift to Inference: By 2027, AI inference, the phase where trained models process live data for users, is expected to overtake model training as the primary driver of data center demand. This shift will move infrastructure away from centralized clusters, and toward distributed regional hubs and the "edge" to reduce latency for endusers.

• The Promise of Modular: Modular systems and micro data centers will be able to scale, move, and reconfigure, achieving monthslong instead of yearslong deployment timelines, supported by regional assembly hubs.

Table of Contents

• HighStakes Logistics: The "Generalist Dealbreaker"

• Flexport: The Infrastructure Partner for the AI Revolution

HighStakes Logistics: The "Generalist Dealbreaker"

Traditional supply chains are not equipped to handle modern AI infrastructure. Logistics that support data centers face complexities beyond general freight:

• Extreme Value and Fragility: Modern AI clusters can cost more than $1 million per rack and are incredibly sensitive to vibration. A minor road bump can unseat expensive GPUs, potentially leading to catastrophic asset loss.

• Weight and Safety Complexity: Single racks can weigh up to 3,500 to 4,000 pounds, necessitating dockheight assets as standard liftgates often fail. And because highpower backup systems often contain Class 9 dangerous goods like lithiumion batteries, as well as liquid cooling units with specialized industrial fluids, strict regulatory compliance is essential.

• Precise Site Sequencing: Construction delays affected 57% of projects in 2025. Logistics partners must manage highly sequenced deliveries to ensure that expensive components arrive exactly when the site is ready for installation, avoiding "dock drop" bottlenecks.

Flexport: The Infrastructure Partner for the AI Revolution

Combining global network scale with cuttingedge technology, Flexport is a highly effective missioncritical infrastructure partner for the logistics needs of data centers. By bringing together vast digital scale and industrial expertise, Flexport occupies a unique space for logistics in the AI era.

| Strategic Capability | Flexport's Advantage | Flexport has saved customers more than $900M in tariff exposure over the last five years.

Flexport has built and deployed an internal AI auditor that errorchecks 100% of customs filings prior to submission to customs authorities. This has helped us achieve an error rate of 0.2%an estimated ten times lower than the industry average of 2%. This ensures that your goods keep flowing, with minimal disruptions and delays.