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Robotics Leasing Blows Past 5MM SQFT in 2026, Tripling JLL’s Bay Area Forecast

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Photo by Homa Appliances on Unsplash
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JLL's top Northwest researcher bet that robotics companies would lease at least 1.5 million square feet this year, but the physical AI sector has already signed more than 5 million square feet, turning a once-niche tenant class into one of the Bay Area's most aggressive sources of office, flex and industrial demand.

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