Airbus Bets AI Hardware Will Drive Air Cargo Demand

Airbus SE expects global air cargo demand to keep growing despite trade tensions and geopolitical disruptions, betting that rising shipments of AI hardware and other high-value goods will offset slower growth in cross-border e-commerce.

Short-term volatility from tariffs, trade disputes and geopolitical tensions won’t derail the long-term expansion of the freight market, according to Crawford Hamilton, Airbus’s head of freighter marketing, at a recent briefing in Beijing.