Overhaul Reports $150 Million in AI Equipment Theft in 2026

Overhaul says thieves have stolen more than $150 million in AI equipment during 2026, according to findings the company shared in a press release. The report found that thefts of chips, computing components and data center equipment rose 34% from 2024.

Deception was involved in 92% of high value technology shipment thefts. Reported methods included fraudulent carrier identities, double brokering, spoofed communications and falsified paperwork.

Overhaul says individual losses now regularly exceed $30 million and such thefts occur weekly. The largest single AI cargo theft recorded by the company exceeded $100 million.

Overhaul, which sells supply chain monitoring and risk response services, also launched the Helix Consortium with Navium and Lloyd's of London underwriters. It describes it as an insurance product for AI infrastructure cargo, with a transit limit of up to $75 million under one agreement and a tracker on every pallet.