PLD · News · 20261031N

AI Data Center Demand

Prologis, Inc. · 2026-10-31 · Importance 17 · Surprise 24

Prologis released its 2027 Global Supply Chain Outlook, highlighting energy use, AI adoption, and geopolitical disruption as factors influencing logistics real estate demand. The outlook says power availability is affecting demand for warehouses and data-intensive operations. It also reports customer interest in facilities capable of supporting AI-related workloads as well as traditional distribution and fulfillment needs; no quantified investment, revenue, or capacity target was cited.

Key facts

• Prologis released its 2027 Global Supply Chain Outlook, focusing on energy use, AI adoption, and geopolitical disruption. source
• Prologis highlighted customer interest in facilities that can support AI-related workloads as well as traditional distribution and fulfillment needs. source
• Prologis reported that logistics real estate demand is being influenced by power availability for warehouses and data-intensive operations. source