AI @ Prologis

Prologis reinforced AI and energy infrastructure as foundational to their long-term strategic vision with a $25 billion multi-year push into AI data centers. CEO Hamid Moghadam highlighted AI's role in operational automation and innovation, marking Prologis as a scalable AI infrastructure and logistics leader.

• Prologis: Supply Chain 3.0: New Strides in Risk Readiness
• AI Invest News: Prologis's Data Center Bet: A Scalable Play on AI's Energy Backbone

Prologis further expanded AI data center portfolio amid booming demand. The company also engaged in AI-related SPAC advisory roles and announced plans for a $30M AI and manufacturing campus. Multiple reports confirmed AI, energy resilience, and regionalization as core themes for sustaining growth.

• CoStar: Prologis posts record warehouse leasing as it adds data centers
• Seeking Alpha: Prologis: An Attractive Way To Invest In The AI Boom With 3% Yield

Prologis spotlighted AI and energy resilience as key supply chain trends for 2026, with adoption rates at 70% among companies. CEO Hamid Moghadam highlighted supply chain reset focusing on AI, energy, and location. The company engaged in $8B investment with potential 10 GW data center capacity, securing 1.1 GW power with additional under construction and procurement.

• Prologis PR Newswire: Supply Chain Leaders Brace for Energy Crunch, Turn to AI
• Yahoo News: Prologis exec explains why the company has an edge in AI data centers

The company published extended supply chain intelligence insights highlighting executive mindset and future challenges/opportunities, reinforcing commitment to AI-enabled logistics future.

• Prologis: Prologis Supply Chain Intelligence Report

Prologis released inaugural Supply Chain Intelligence report emphasizing AI’s role in proactive executive decision-making. CEO and industry leaders discussed AI's integration. The company expanded focus on AI data centers and sustainability-driven energy solutions for logistics.

• PR Newswire: Prologis Releases Inaugural Supply Chain Intelligence Report
• Dataiku blog: Embracing AI: Lessons From Palo Alto and Prologis
• Stock Target Advisor: Prologis Stock Analysis: Strong Buy Amid AI Expansion and Revenue Surge

Prologis emphasized long-term traditional AI/machine learning use, with leadership highlighting data democratization. The company pivoted to AI data centers for higher-margin opportunities amid strong logistics leadership and stock performance.

• InnoLead: Leveraging Data and Democratizing AI at $8B Prologis
• Seeking Alpha: Prologis: Pivoting To AI Data Centers In A Profitable Way

Prologis signaled intent to leverage AI eventually to help source acquisitions, marking exploration of AI’s broader strategic application beyond site selection and logistics.

• Globest: Prologis Hopes One Day AI Will Help Source Its Acquisitions

Prologis discussed AI's transformative impact on supply chains alongside clean energy trends, emphasizing the revolutionary shift driven by AI adoption across the logistics sector.

• Prologis España: A revolutionary shift in supply chain is taking place positively driven by AI and clean energy

Prologis began AI adoption by investing in Dallas-based AI software startup TestFit, deploying real-time AI tools for warehouse site feasibility decisions. CEO Hamid Moghadam emphasized AI's role in improving logistics portfolio decisions.

• Bisnow: Prologis Turns To AI To Power Logistics, Site Selection
• DC Velocity: Prologis adopts AI tool to judge new warehouse sites
• CoStar: Prologis CEO Hamid Moghadam: Don't Get 'Run Over' by AI