Artificial Intelligence
AI Mega-IPOs Push Bay Area Exit Value Past $300B, Quadrupling All of 2025
The San Francisco Bay Area captured more than $300 billion in expansion-stage company exits in the first half of 2026, dwarfing every other...
Robotics Firm Pantheon Nearly Quadruples Waterfront Plaza Lease to 20,000 SQFT in San Francisco
Pantheon, a robotics company, has expanded its Waterfront Plaza office to 19,900 square feet from just 5,200 square feet only months after signing...
SciFin Leases 3,000 SQFT at 444 Castro in Mountain View Weeks After $44MM Seed Round
SciFin, the revenue-data startup launched by Nutanix co-founder and Cohesity founder Mohit Aron, has leased 2,500 square feet at The Swig Company's 444...
Industrial AI Startup Nexxa.ai Takes 2,000 SQFT at The Swig Company’s 444 Castro in Mountain View
Nexxa.ai, a venture-backed startup building AI agents for automotive, manufacturing, energy and other heavy industries, has leased 1,800 square feet at 444 Castro,...
Physical Intelligence Leases 233,500 SQFT in Mountain View Near Google’s HQ
Physical Intelligence leases 233,500 SQFT in Mountain View near Google, joining a robotics leasing wave reshaping Silicon Valley office demand.
Wafer-Scale AI Chipmaker Cerebras Systems Leases 25,000 SQFT at 490 Lakeside Drive in Sunnyvale
Cerebras Systems, the maker of wafer-scale AI processors, has signed a direct lease for roughly 25,000 square feet at 490 Lakeside Drive in...
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...
