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.

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.

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.