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AI Firms Lease 2.9 Million SQFT in San Francisco in H1 2026, Topping Any Prior Full Year

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A new Savills and CompStak report finds that AI companies leased 2.9 million square feet of San Francisco office space in the first half of 2026, more than in any previous full year, as the sector traded discounted subleases for direct, longer-term commitments in Class A buildings.

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