Thieves stole two trailers from an autonomous trucking company, including one emblazoned with Nvidia's logo. Their haul? 40,000 pounds of sand.
The trailers were reported stolen overnight on Thursday from PlusAI, which uses Nvidia chips in its self-driving systems. Rather than carrying Nvidia's valuable AI chips, known as GPUs, each trailer was filled with sand. PlusAI vice president of marketing Lauren Kwan said the company uses sand to simulate cargo weight during test drives.
Kwan said that hours after the company discovered the trailers had been stolen, a friend of a PlusAI employee spotted them parked near another company's office, unaware they had been taken.
PlusAI employees then confirmed the trailers' location and called the police.
Fremont Police told Business Insider that the two trailers were subsequently recovered by Newark Police that afternoon.
“This case remains under investigation, and no one has been arrested as of now,” Fremont Police told Business Insider on Friday.
Kwan said PlusAI suspects the Nvidia branding may have attracted the thieves. She said the trailers appeared to have been opened, and nothing was stolen or damaged.
“In the 10 years of the company being around, we've never had something like this happen before,” she said, adding that the company is now considering additional security measures.
The incident comes as valuable AI hardware has increasingly become a target for thieves.
According to supply chain security firm Overhaul, which has tracked more than $150 million in AI equipment losses to date, thefts involving data center and computing equipment have increased by 34% since 2024.
Nvidia did not immediately respond to a request for comment from Business Insider.
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Geoff Weiss is a senior reporter on Business Insider’s tech team, where he covers Nvidia and AI infrastructure. His reporting focuses on the business of AI compute, emerging startups, and the people and strategies shaping the industry.Previously, Geoff was on the media desk, covering YouTube and Netflix, and themes like the intersection of Hollywood and the creator economy. His work on Netflix’s video podcasting ambitions and Mr Beast’s lessons for Hollywood won second and first prize, respectively, at the 2025 LA Press Club Awards.Prior to joining Business Insider, Geoff was the senior editor of Tubefilter and a staff writer at Entrepreneur. He graduated from New York University with a degree in English Literature.He can be reached at [email protected], on Signal @geoffweiss.25, and on LinkedIn. Have a tip? Use a personal email address and a nonwork device; here's our guide to sharing information securely.

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