I was talking to a guy who worked in logistics. He said “vanishing” was a common problem for high dollar items. He had recently had a shipment of Xboxes, the driver had specifically been told, “Do not stop, keep driving, make the assigned times”. Of course, the driver went off book, went somewhere else, and when he got back to the truck, magically a bunch of the order was missing. Guy was convinced the driver was on the take and would tip off someone about the juicy hauls.

While probably harder to find a no-questions asked buyer, the price premium on GPUs is a lot higher than some consoles.

In my somewhat misspent youth, we used to steal VCRs and high end DVD players (gosh I feel old now). We started small, but eventually escalated a bit to teaming up to pull whole semi trucks over as they left the Port of Long Beach and taking everything. I’ve since reformed but just illustrating that it’s always been an issue. Then DVD players and VCRs, now GPUs.

Working in big tech has completely torpedoed what I consider to be a lot of money. $11M is pocket change to them.

It could be an order as small as two NVIDIA NVL72 systems.

It feels like no... I worked in a cement plant warehouse once where a small bin of misplaced electronics was like $2M. It feels like the amount of shrinkage in electronics shipping and warehousing is probably enormous, it's just more sensational to report on it for NVIDIA right now.

Yea was going to say that's like 200 H100s. Which is a lot. But barely noticeable on an nvidia scale.

The expected merchandise value of a loaded truck picked at random is ~$35,000. Armored trucks that transport cash rarely carry more than $1 million. So yes, it's a lot and most likely a targeted theft.

With today's prices, that's maybe enough 5090s for a proper LAN party.

6 pallets is not a lot to go missing. could be theft, could be somebody put them in the wrong rack when they unloaded a truck.

No idea about logistics, but my cheap retro game console went from 0.7kg to 0.002 gram overnight at the depot. I thought it was oddly light when I took the box from the shop counter, and was very disappointed when I opened it.

For California? No. For civilized areas, that's a lot! Biggest haul I've heard about recently was 500k of copper from a truck and made the news in multiple outlets. I'm sure we don't hear about most of these incidents in the news, though. All parties involved are not interested in publicizing these events.