Rudy Lai
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AI @ Prologis

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

Summary

  • Since Q3 2023, Prologis has increasingly integrated AI technologies into its logistics real estate operations, starting with investments in AI software like TestFit to improve warehouse site feasibility and industrial portfolio decisions under CEO Hamid Moghadam.
  • From 2024 through early 2026, Prologis expanded its AI focus significantly, pivoting toward AI-driven data center infrastructure with plans for a US$25 billion investment, developing up to 10 gigawatts of AI data center capacity, driven by Chief Energy and Sustainability Officer Susan Uthayakumar, positioning the company as a leader in energy-resilient, AI-powered logistics and real estate.
  • Prologis emphasizes AI as transformative for supply chain resilience, energy management, and regionalization, with reported widespread AI adoption among supply chain leaders (70% by 2025), making Prologis a key player enabling AI growth in logistics and data center real estate along with strategic collaborations with NVIDIA, EPRI, and InfraPartners.

VIBE METER

More AI announcements = more VIBE
Q1 23Q2 23Q3 23Q4 23Q1 24Q2 24Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26🔥🔥🔥🔥

5 AI Use Cases at Prologis

Data Center Development
2026
Traditional
Generative
Agentic
Outcome
Revenue
Prologis is leveraging AI insights and partnerships with NVIDIA and others to design, build, and operate data centers optimized for AI workloads, massively expanding capacity to meet growing AI infrastructure demand. [1][2]
Energy Management
2025
Traditional
Generative
Agentic
Outcome
Costs
Led by Susan Uthayakumar, Prologis integrates AI to develop autonomous microgrids and manage energy infrastructure supporting its logistics and AI data center facilities, ensuring energy resilience and cost effectiveness. [1][2]
Customer Interaction
2025
Customer Facing
Traditional
Generative
Agentic
Outcome
AI enables Prologis to provide prospective tenants and customers with instant, intelligent responses about property availability, pricing, and site suitability, enhancing client experience and speeding leasing processes. [1]
Supply Forecasting
2024
Traditional
Generative
Agentic
Outcome
Prologis employs AI to analyze supply chain data from major retailers and market signals to forecast demand and shape logistics real estate strategies, enhancing supply chain resilience and responsiveness. [1][2]
Site Feasibility
2023
Traditional
Generative
Agentic
Outcome
Costs
Prologis uses AI-powered real-time software to assess the feasibility and optimize the design of new warehouse and logistics facility sites, accelerating decision-making and improving accuracy in site selection. [1][2]

Timeline

2026 Q2: no updates

2026 Q1

2 updates

Prologis announces $25 billion AI data center expansion plans with partners NVIDIA, EPRI, and InfraPartners; CEO Dan Letter highlights sustained demand for logistics and AI data center space; company advances collaboration to build smaller, energy-resilient data centers tailored for the AI era.

2025 Q4

1 updates

Prologis intensifies focus on AI-driven real estate and supply chain resilience, investing billions in data center development as part of a broad strategic transformation including expanding the AI infrastructure footprint and reinforcing energy resiliency.

2025 Q3

2 updates

Prologis highlights AI as a transformative force in supply chain management with 70% of companies reporting advanced AI adoption; CEO Hamid R. Moghadam and Chief Energy Officer Susan Uthayakumar emphasize AI, energy resilience, and regionalization as pillars of supply chain reset; company plans extensive AI data center capacity and leads in building autonomous energy microgrids.

2025 Q2: no updates

2025 Q1

1 updates

Prologis publishes its Supply Chain Intelligence Report focusing on executive mindsets, challenges, and opportunities with future supply chains shaped by AI, energy, and resilience.

2024 Q4

1 updates

Prologis CEO and industry leaders discuss how AI integration shapes company culture and supply chain strategies; Prologis releases inaugural Supply Chain Intelligence Report emphasizing AI's role in proactive economic and geopolitical response.

2024 Q3

1 updates

Prologis pivots to AI data centers aiming to capitalize on higher-margin opportunities, leveraging existing logistics expertise and announcing strategic AI infrastructure expansion plans.

2024 Q2: no updates

2024 Q1

1 updates

Prologis publicly expresses ambitions for AI to potentially assist in sourcing acquisitions in the future, signaling early-stage exploration of AI's expanded role beyond operations.

2023 Q4

1 updates

Prologis and industry experts highlight a revolutionary shift in global supply chains driven positively by AI and clean energy, reinforcing AI's strategic role in logistics and real estate.

2023 Q3

2 updates

Prologis under CEO Hamid Moghadam begins AI adoption by investing in Dallas-based AI software startup TestFit and deploying AI tools to improve new warehouse site feasibility and industrial real estate portfolio decision-making.