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Directory / company

Prologis (PLD)

A publicly traded logistics real estate investment trust (REIT) increasingly positioning itself as an AI infrastructure play through large-scale data center development, power procurement, and AI-optimized energy solutions.

data centersenergylogisticsconstructionai infrastructure software website ↗ AI Adjacency 44/100 Confidence 80%

United States · founded 1983 · ticker PLD
Updated 2026-09-12· researched 2026-09-12· next review 2026-10-12· listed 2026-09-12
⚠ research overdue — re-review queued

Why it matters to AI

Prologis operates within the AI industrial ecosystem across data centers, energy, logistics, construction, ai infrastructure software. Its role sits and upstream of 4 dependencies.

AI Dependency Map

OPERATES prologis-energy 0 src · 90%
INVESTS_IN locus-robotics 0 src · 85%
OWNS logistics-real-estate-portfolio 0 src · 95%
PARTNERS_WITH nvidia 0 src · 40%

Customers & Partners

nvidia partner

Facilities

operates prologis-energy
Logistics Real Estate Portfolio facility

Research

OpenAI research lab

Ecosystem Map

Neighborhood grouped by layer — click any node to explore. Depth:

operatesinvests inownspartners withsuppliessuppliesdepends oncompetes withmanufacturesPrologiscomputeNVIDIA H100NVIDIA H100 (product)AMDAMD (company)NVIDIANVIDIA (company)otherPrologis EnergyPrologis Energy (organization)Locus RoboticsLocus Robotics (company)Logistics Real …Logistics Real Estate Portfolio (facility)semiconductorsTSMCTSMC (company)cloudMicrosoftMicrosoft (company)ai infrastructure softwareOpenAIOpenAI (research_lab)

Claims & Evidence

Prologis's data center business represents 'one of the largest value creation opportunities in the company's history' as demand for AI infrastructure accelerates.
✓ verified 95% confidence · 1 source(s)
Prologis has secured 1.6 GW of power and is in advanced stages of procuring another 1.4 GW for data center development.
✓ verified 85% confidence · 1 source(s)
Prologis outlined a US$25 billion push into data centers to support AI infrastructure.
✓ verified 90% confidence · 1 source(s)
Prologis reported full-year 2025 revenue of US$8.79 billion and sales of US$8.16 billion, with 2026 net earnings guidance of US$3.70–US$4.00 per diluted share.
✓ verified 90% confidence · 1 source(s)
Prologis's stock rose roughly 30% over the past year, driven by hyperscaler demand for data centers near major population centers.
✓ verified 85% confidence · 1 source(s)
Prologis Ventures portfolio company Locus Robotics provides mobile robots for warehouse tasks like picking, sorting, and packing.
✓ verified 85% confidence · 1 source(s)
Prologis Energy applies advanced analytics, automation, and AI to optimize clean power generation, storage, and management across thousands of buildings.
✓ verified 85% confidence · 1 source(s)
How Prologis Energy uses AI to optimize clean power · social media · Linkedin · rel 50% · hash f6cc91d9
Prologis was founded by Hamid Moghadam and Doug Abbey as Abbey, Moghadam and Company in 1983.
✓ verified 80% confidence · 1 source(s)
Who Owns Prologis Company? · Swottemplate · rel 55% · hash 4d9816ce

Data Confidence

Overall 80% · 100% of 8 claims verified · 6 source(s) · mean reliability 60% · AI Adjacency 44/100 · Criticality 43/100 · evidence breakdown →

If Prologis disappeared

Criticality 43/100 (calculated v1 — downstream reach, substitutes, concentration, geography, uniqueness). Impact analysis →

Sources (6)

Prologis CEO says data centers are 'one of the largest value creation opportunities' · Cnbc · rel 55%
Prologis' AI Strategy: Analysis of Dominance in Logistics Real Estate AI · Klover · rel 55%
Prologis' US$25 Billion AI Data Center Pivot Might Change The Case For Investing In Prologis (PLD) · financial filing · Yahoo · rel 90%
The Evolution of the Smart Warehouse: AI, Automation and Robotics at Work · Prologis · rel 55%
How Prologis Energy uses AI to optimize clean power · social media · Linkedin · rel 50%
Who Owns Prologis Company? · Swottemplate · rel 55%

Timeline

View as of:
criticality_score changed 2026-09-13
null → 43
ai_adjacency_score changed 2026-09-13
null → 44

Machine-readable

prologis.json · full · prologis/ld.json