Artificial Intelligence
As AI Rebuilds the Physical World, San Francisco’s Real Estate Braces for a Machine-First Era
A new Goldman Sachs Global Institute essay contends the built environment is being redesigned for machines rather than people, and San Francisco —...
UCLA Warns Bay Area Hyperscalers’ Data-Center Debt Carries Recession Risk
A September 2026 UCLA Economic Letter warns that the fast-growing debt financing the AI data-center boom, much of it carried by Bay Area...
California’s 53 Data Centers Anchor the AI Economy, but the State Holds Just 0.6% of the Nation’s Planned Capacity
California operates more data centers than all but a handful of states, yet a new national tally shows its post-2026 construction pipeline amounts...
OpenAI Nears Deal for 100,000 SQFT Cisco Sublease in San Francisco’s Mission Bay
OpenAI is closing in on a sublease for roughly 100,000 square feet at 500 Terry A. Francois Blvd. in San Francisco’s Mission Bay,...
Paraform Expands Levi’s Plaza Recruiting Hub to 30,000 SQFT in San Francisco
Paraform, an AI-powered recruiting platform, has grown its Levi's Plaza office to roughly 29,900 square feet from an original 19,500-square-foot lease just months...
VTS Lifts 2026 San Francisco Office Leasing Forecast 13% to 14.5MM SQFT as AI Demand Converts to Signed Leases
Sustained artificial intelligence demand is converting into signed office leases in San Francisco faster than VTS expected, pushing the firm to raise its...
Salient AI Nearly Triples San Francisco Footprint to 37,000 SQFT at Jamestown’s Waterfront Plaza
Salient AI, an AI loan servicing platform that relocated to San Francisco from Los Angeles last year, has nearly tripled its Waterfront Plaza...
The First Footprints in the Snow
AI’s hit to jobs looks like a rounding error—until you see who’s in the oven: gutted call centers and vanishing entry-level work. Narrow...
AI Boom Pushes Bay Area Business AI Use to 31% as San Francisco Office Vacancy Falls
The San Francisco metro now posts the highest business AI-adoption rate of any large U.S. metro the Census Bureau tracks, and the same...
OpenAI Scouts Multiple Silicon Valley Campuses as AI Firms Push South of Their San Francisco Base
As it hunts for room to grow, OpenAI has toured a cluster of the region's biggest available office campuses—among them Mountain View's The...
AI Robotics Firm Rhoda AI Adds 26,000 SQFT Mountain View Sublease, Its Second Silicon Valley Deal of the Quarter
Rhoda AI has taken a second Silicon Valley space in a single quarter, subleasing roughly 26,000 square feet at 250 Bryant Street in...
Humanoid Robotics Maker Apptronik Leases 27,000 SQFT in Sunnyvale’s Peery Park
Apptronik, the Austin-based developer of the Apollo humanoid robot, has leased roughly 27,000 square feet at 640 West California Avenue in Sunnyvale, extending...
