Waymo
Waymo Eyes 120,000 SQFT of Google’s Former Space at One Market Plaza as Rithm, Blackstone Race $850MM Loan Deadline
Alphabet's robotaxi unit Waymo has signed a letter of intent for roughly 120,000 square feet across three podium floors at One Market Plaza,...
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 —...
Waymo Wins State Approval for 12-County Northern California Expansion, Setting Up Fresh Depot Demand
The California Public Utilities Commission has authorized Waymo to charge for fully driverless rides across 12 Northern California counties, a decision that extends...
Kilroy Says San Francisco Demand Tops 10MM SQFT, Highest Since 2019, as Bay Area Recovery Broadens
The real estate investment trust said active tenant demand in San Francisco has topped 10 million square feet for the first time since...
Record $252 Billion Venture Surge Fuels San Francisco Office Demand Led by Waymo and NVIDIA
A record-shattering wave of venture capital is converting into hard demand for San Francisco office space, with tenants led by Waymo and NVIDIA...
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...
Zoox Absorbs Entire Foster City Industrial Submarket With 21,600 SQFT Lease at 391 Foster City Boulevard
The Amazon-owned robotaxi maker's small but symbolic Peninsula deal extends a hometown footprint that already includes 200,000 square feet of office sublease and...
Bay Area Swallows Q1 Venture Capital as Seattle and Los Angeles Fall Further Behind
OpenAI, Anthropic and xAI concentrate $221.1 billion in Northern California while Southern California and the Pacific Northwest scrape single-digit billions in a market...
BXP Lists for Sale 144,700 SQFT Mountain View Office Building as Value-Add Play Along El Camino Real
The 51 percent-leased property at 2440 W El Camino Real offers lease-up upside and below-market rents as Silicon Valley's office recovery gains traction...
MatX Leases Entire 43,466 SQFT Mountain View Building as AI Chip Startup Backfills Waymo Space
The Google-alumni-founded chip company takes over a full building at 490 East Middlefield Road, marking one of the South Peninsula's largest Q4 AI...
Silicon Valley Outlook 2026: Developers Navigate Capital Constraints Despite Strong Tenant Demand
Distressed office acquisitions and flexible business plans attract investors as debt markets remain challenging for new construction Silicon Valley developers are pursuing distressed...
Sterling Organization Poised to Cash In on 4,000 Amp Power Play at San Francisco Industrial Asset
Early infrastructure investment in 37,812-square-foot property now commanding premium rents as power scarcity grips San Francisco market A three-year, $3 million investment in...
