Two trailers stolen from autonomous trucking company PlusAI's Fremont, California, warehouse were recovered after thieves broke into them and found only 40,000 pounds of sand. One trailer carried Nvidia branding, but neither contained Nvidia chips; PlusAI uses the sand to replicate freight loads during self-driving technology testing. The incident was the company's first trailer or tractor theft since its 2016 founding. The case comes as cargo theft targeting AI infrastructure and components accelerates. Overhaul has tracked more than $150 million in AI equipment cargo losses, with AI-related theft rising 34% and the total value of stolen goods increasing by more than 110% since 2024. Industry executives say organized international syndicates are exploiting weak points across freight and warehouse networks, while companies deploy artificial intelligence and other tracking tools to counter the threat.