Rudy Lai
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AI @ Prologis

Industrial/logistics REIT
Industry
Last updated
July 3, 2025 at 10:44 AM

Summary

  • Prologis has increasingly integrated AI technologies into its logistics and real estate operations from 2023 to 2025, including deploying AI software like TestFit for site selection and feasibility studies, and leveraging AI for supply chain intelligence and decision-making, led by CEO Hamid Moghadam.
  • By 2025, Prologis is heavily pivoting towards AI data centers and energy systems, partnering with Nvidia and aiming to build extensive AI infrastructure, while emphasizing sustainable energy solutions alongside AI advancements to future-proof global supply chains.
  • Across the period, Prologis's adoption of AI has evolved from traditional AI/machine learning for operational efficiencies towards agentic AI-driven strategies autonomously enhancing acquisition sourcing, logistics real estate decisions, and supply chain risk management, generating strong financial outlooks and competitive advantages.

VIBE METER

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5 AI Use Cases at Prologis

AI Infrastructure
2025
Traditional
Generative
Agentic
Outcome
Revenue
Prologis is developing and operating AI data centers at scale by partnering with technology firms like Nvidia, enabling expansion into high-margin AI infrastructure supporting global AI workloads. [1][2]
Supply Chain Intelligence
2024
Traditional
Generative
Agentic
Outcome
Risk
Through AI-powered analytics, Prologis provides executives with proactive insights into supply chain risks, economic trends, and geo-political challenges, enabling more informed and timely logistics decisions. [1]
Energy Management
2023
Traditional
Generative
Agentic
Outcome
Costs
Prologis combines AI and clean energy technologies to manage power consumption and supply for data centers and warehouses, supporting sustainability goals and operational resilience. [1][2]
Portfolio Optimization
2023
Traditional
Generative
Agentic
Outcome
Revenue
Prologis leverages AI to analyze its industrial property portfolio to enhance decision-making regarding asset management and capital deployment, driving better financial performance. [1]
Site Selection
2023
Traditional
Generative
Agentic
Outcome
Costs
Prologis uses AI-driven real-time software to assess the feasibility and optimal location for new warehouse sites, improving decision-making accuracy and speed in logistics real estate development. [1][2]

Timeline

2025 Q4

2 updates

Prologis partnered with the U.S. Interior Secretary to map future supply chains powered by AI and energy innovations, also engaging in an AI-focused SPAC with Nvidia and leveraging billions in investments to evolve beyond warehouses into AI real estate and energy systems.

2025 Q3

2 updates

Prologis announced plans with Nvidia to build 10 gigawatts of AI data centers supporting OpenAI’s computing needs, while a new report highlighted energy, AI, and regionalization as dominant 2026 supply chain trends.

2025 Q2: no updates

2025 Q1

1 updates

Prologis released further supply chain research detailing executive perspectives on supply chain challenges and AI-enabled opportunities, deepening emphasis on data-driven logistics innovation.

2024 Q4

1 updates

Prologis leadership shared insights on infusing AI across operations, releasing its inaugural Supply Chain Intelligence report elaborating AI’s critical role in proactive economic and geopolitical risk response.

2024 Q3

1 updates

Prologis pivoted toward AI data centers, aiming to capitalize on higher-margin AI infrastructure opportunities while continuing use of traditional AI techniques to drive data-driven innovation and strengthen its logistics real estate leadership.

2024 Q2: no updates

2024 Q1

1 updates

Prologis expressed optimism about AI potentially helping source acquisitions in the future, indicating ongoing exploration beyond current AI applications.

2023 Q4

1 updates

Prologis highlighted a revolutionary supply chain shift positively driven by AI and clean energy, underscoring the strategic integration of technology and sustainability in logistics operations.

2023 Q3

2 updates

Prologis made significant AI adoption strides, investing in TestFit to deploy real-time AI for warehouse site feasibility and portfolio decision-making under CEO Hamid Moghadam, who publicly emphasized AI’s strategic importance. The company actively analyzed supply chains of major retailers to leverage AI for operational insights.