physical AI
Lincoln Property, Sabal Land $88MM Loan to Lease Up Vacant 156,000 SQFT R&D Building at 300 Kansas in San Francisco
Lincoln Property Company and Sabal Investment Holdings have secured $88 million in acquisition financing, arranged by Eastdil Secured Savills, that gives them the...
Foundry Robotics Moves Into 126,000 SQFT Former Life Sciences Building in Emeryville
With more than $19 million in seed funding and 25 open roles, Foundry joins a group of robotics and AI manufacturers filling Emeryville...
Robotics Leasing Blows Past 5MM SQFT in 2026, Tripling JLL’s Bay Area Forecast
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...
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 —...
Lincoln Property and Sabal Take Title to 150,000 SQFT Showplace Square Production Building at 300 Kansas Street
A new San Francisco ownership group has taken control of the 150,000-square-foot production building at 300 Kansas St. in Showplace Square, betting that...
Bezos’ Project Prometheus Signs 100,000 SQFT Manufacturing Lease in West Oakland
Jeff Bezos' stealth AI startup has landed in West Oakland just as East Bay industrial landlords report renewed demand from the exact category...
San Francisco Office Demand Hits Highest Level Since 2019 as AI Drives 42% of 2026 Leasing
San Francisco's office market logged its fourth straight quarter of positive absorption at midyear 2026, as a revival of large space requirements, an...
Robotics Tenants Retrace Auto-Tech’s Silicon Valley Land Grab as Newmark Tracks 3.8MM SQFT of Demand
Newmark says the Bay Area's robotics and physical AI tenants are retracing the exact expansion path that autonomous-vehicle companies blazed across Silicon Valley...
