PLD · News · 20260814N

Data Center Development Outlook

Prologis, Inc. · 2026-08-14 · Importance 34 · Surprise 42

Prologis highlighted significant growth in its data center franchise during its Q2 earnings call. Management emphasized the strategic value of its expanding power pipeline to support future data center development. The company also identified entitlement and capital-mix uncertainty as constraints on the timing and financing of that development.