{"id":"prologis","license":"CC-BY-4.0 (Data: AintOnlyAI https://aintonlyai.world)","type":"company","name":"Prologis","slug":"prologis","aliases":[],"description":"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.","website":"https://www.prologis.com","country":"United States","founded":1983,"status":"active","categories":["data_centers","energy","logistics","construction","ai_infrastructure_software"],"subcategories":[],"tags":[],"metrics":{},"confidence":0.8,"ai_adjacency_score":44,"criticality_score":43,"visibility":"public","ticker":"PLD","created_at":"2026-09-12T01:10:39.907Z","updated_at":"2026-09-12T01:10:39.907Z","last_researched_at":"2026-09-12T01:10:39.900Z","last_verified_at":null,"next_research_at":"2026-10-12T01:10:39.900Z","overdue":true,"claims":[{"id":"clm_c5085eaf-dcca-4caf-a520-60660b369300","subject_entity_id":"prologis","predicate":"ENABLES","object_entity_id":"dan-letter","object_text":null,"statement":"Prologis's data center business represents 'one of the largest value creation opportunities in the company's history' as demand for AI infrastructure accelerates.","confidence":0.95,"verified":true,"agent_id":null,"source_ids":["src_210a7767-6"],"valid_from":null,"valid_to":null,"created_at":"2026-09-12T01:10:40.170Z","sources":[{"id":"src_210a7767-6","type":"web","title":"Prologis CEO says data centers are 'one of the largest value creation opportunities'","url":"https://www.cnbc.com/2026/06/03/prologis-ceo-says-data-centers-are-one-of-the-largest-value-creation-opportunities.html","publisher":"Cnbc","published_at":null,"retrieved_at":"2026-09-12T01:10:40.037Z","content_hash":"b53d44d75d229629abb4af4df1625a67","reliability":0.55}]},{"id":"clm_3408ab01-584c-4e8a-a788-834cc48400da","subject_entity_id":"prologis","predicate":"ENABLES","object_entity_id":null,"object_text":null,"statement":"Prologis has secured 1.6 GW of power and is in advanced stages of procuring another 1.4 GW for data center development.","confidence":0.85,"verified":true,"agent_id":null,"source_ids":["src_93a1b742-6"],"valid_from":null,"valid_to":null,"created_at":"2026-09-12T01:10:40.187Z","sources":[{"id":"src_93a1b742-6","type":"web","title":"Prologis' AI Strategy: Analysis of Dominance in Logistics Real Estate AI","url":"https://www.klover.ai/prologis-ai-strategy-analysis-of-dominance-in-logistics-real-estate-ai","publisher":"Klover","published_at":null,"retrieved_at":"2026-09-12T01:10:40.057Z","content_hash":"6b7f53fabe776001b1a7c08e63ba3cea","reliability":0.55}]},{"id":"clm_10157d40-4830-4c9f-b005-c38ddfcc1d4a","subject_entity_id":"prologis","predicate":"ENABLES","object_entity_id":null,"object_text":null,"statement":"Prologis outlined a US$25 billion push into data centers to support AI infrastructure.","confidence":0.9,"verified":true,"agent_id":null,"source_ids":["src_d0d7523b-7"],"valid_from":null,"valid_to":null,"created_at":"2026-09-12T01:10:40.195Z","sources":[{"id":"src_d0d7523b-7","type":"financial_filing","title":"Prologis' US$25 Billion AI Data Center Pivot Might Change The Case For Investing In Prologis (PLD)","url":"https://finance.yahoo.com/news/prologis-us-25-billion-ai-043229733.html","publisher":"Yahoo","published_at":null,"retrieved_at":"2026-09-12T01:10:40.062Z","content_hash":"62f67675444ccc3665fafa96ff7ac218","reliability":0.9}]},{"id":"clm_eb40b65f-aaa9-4601-8ed1-49f5da505199","subject_entity_id":"prologis","predicate":"ENABLES","object_entity_id":null,"object_text":null,"statement":"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.","confidence":0.9,"verified":true,"agent_id":null,"source_ids":["src_d0d7523b-7"],"valid_from":null,"valid_to":null,"created_at":"2026-09-12T01:10:40.208Z","sources":[{"id":"src_d0d7523b-7","type":"financial_filing","title":"Prologis' US$25 Billion AI Data Center Pivot Might Change The Case For Investing In Prologis (PLD)","url":"https://finance.yahoo.com/news/prologis-us-25-billion-ai-043229733.html","publisher":"Yahoo","published_at":null,"retrieved_at":"2026-09-12T01:10:40.062Z","content_hash":"62f67675444ccc3665fafa96ff7ac218","reliability":0.9}]},{"id":"clm_7b2cb1b6-ae1f-4f64-8285-d9fac9f6ab31","subject_entity_id":"prologis","predicate":"ENABLES","object_entity_id":null,"object_text":null,"statement":"Prologis's stock rose roughly 30% over the past year, driven by hyperscaler demand for data centers near major population centers.","confidence":0.85,"verified":true,"agent_id":null,"source_ids":["src_210a7767-6"],"valid_from":null,"valid_to":null,"created_at":"2026-09-12T01:10:40.215Z","sources":[{"id":"src_210a7767-6","type":"web","title":"Prologis CEO says data centers are 'one of the largest value creation opportunities'","url":"https://www.cnbc.com/2026/06/03/prologis-ceo-says-data-centers-are-one-of-the-largest-value-creation-opportunities.html","publisher":"Cnbc","published_at":null,"retrieved_at":"2026-09-12T01:10:40.037Z","content_hash":"b53d44d75d229629abb4af4df1625a67","reliability":0.55}]},{"id":"clm_4a4e129c-03da-403b-8d5c-83c4a9859ef6","subject_entity_id":"prologis","predicate":"ENABLES","object_entity_id":null,"object_text":null,"statement":"Prologis Ventures portfolio company Locus Robotics provides mobile robots for warehouse tasks like picking, sorting, and packing.","confidence":0.85,"verified":true,"agent_id":null,"source_ids":["src_bacda05f-6"],"valid_from":null,"valid_to":null,"created_at":"2026-09-12T01:10:40.225Z","sources":[{"id":"src_bacda05f-6","type":"web","title":"The Evolution of the Smart Warehouse: AI, Automation and Robotics at Work","url":"https://www.prologis.com/insights-news/blog/evolution-smart-warehouse-ai-automation-and-robotics-work","publisher":"Prologis","published_at":null,"retrieved_at":"2026-09-12T01:10:40.071Z","content_hash":"fabc4810dabe86c24ecc08cf79368542","reliability":0.55}]},{"id":"clm_39569add-e498-4592-80c2-843284d327d1","subject_entity_id":"prologis","predicate":"ENABLES","object_entity_id":null,"object_text":null,"statement":"Prologis Energy applies advanced analytics, automation, and AI to optimize clean power generation, storage, and management across thousands of buildings.","confidence":0.85,"verified":true,"agent_id":null,"source_ids":["src_3b1fdbac-3"],"valid_from":null,"valid_to":null,"created_at":"2026-09-12T01:10:40.240Z","sources":[{"id":"src_3b1fdbac-3","type":"social_media","title":"How Prologis Energy uses AI to optimize clean power","url":"https://www.linkedin.com/posts/susanuthayakumar_ai-is-becoming-a-powerful-accelerator-of-activity-7355948460883238912-yU-0","publisher":"Linkedin","published_at":null,"retrieved_at":"2026-09-12T01:10:40.081Z","content_hash":"f6cc91d9bbfbb3186f9f0337ab080bed","reliability":0.5}]},{"id":"clm_63d34acf-0afb-4d6e-9e64-43493ec55a76","subject_entity_id":"prologis","predicate":"ENABLES","object_entity_id":null,"object_text":null,"statement":"Prologis was founded by Hamid Moghadam and Doug Abbey as Abbey, Moghadam and Company in 1983.","confidence":0.8,"verified":true,"agent_id":null,"source_ids":["src_ceeb531c-2"],"valid_from":null,"valid_to":null,"created_at":"2026-09-12T01:10:40.244Z","sources":[{"id":"src_ceeb531c-2","type":"web","title":"Who Owns Prologis Company?","url":"https://swottemplate.com/blogs/owners/prologis-owners","publisher":"Swottemplate","published_at":null,"retrieved_at":"2026-09-12T01:10:40.094Z","content_hash":"4d9816ce91020d8cf2fb365490820e67","reliability":0.55}]}],"relationships":[{"id":"rel_f89e65a2-ceea-4f9a-b5ea-03b73ef6ca57","subject_id":"prologis","predicate":"OPERATES","object_id":"prologis-energy","agent_id":null,"confidence":0.9,"verified":false,"source_ids":[],"valid_from":null,"valid_to":null,"created_at":"2026-09-12T01:10:40.117Z"},{"id":"rel_961ac78f-81b2-4c0e-9962-6bf1797618ff","subject_id":"prologis","predicate":"INVESTS_IN","object_id":"locus-robotics","agent_id":null,"confidence":0.85,"verified":false,"source_ids":[],"valid_from":null,"valid_to":null,"created_at":"2026-09-12T01:10:40.127Z"},{"id":"rel_01909b24-bb21-4f7c-bf46-06fee49aa28a","subject_id":"prologis","predicate":"OWNS","object_id":"logistics-real-estate-portfolio","agent_id":null,"confidence":0.95,"verified":false,"source_ids":[],"valid_from":null,"valid_to":null,"created_at":"2026-09-12T01:10:40.148Z"},{"id":"rel_432da342-4275-49e3-8fb2-b81a1c970e01","subject_id":"prologis","predicate":"PARTNERS_WITH","object_id":"nvidia","agent_id":null,"confidence":0.4,"verified":false,"source_ids":[],"valid_from":null,"valid_to":null,"created_at":"2026-09-12T01:10:40.156Z"}],"graph":{"depth":2,"dir":"outgoing","category":null,"truncated":false,"nodes":[{"id":"h100","license":"CC-BY-4.0 (Data: AintOnlyAI https://aintonlyai.world)","type":"product","name":"NVIDIA H100","slug":"h100","aliases":[],"description":"Data-center GPU accelerator for AI training and inference.","website":"","country":"United States","founded":null,"status":"active","categories":["compute"],"subcategories":[],"tags":[],"metrics":{},"confidence":0.95,"ai_adjacency_score":32,"criticality_score":74,"visibility":"public","ticker":null,"created_at":"2026-09-09T19:05:49.796Z","updated_at":"2026-09-09T19:05:49.796Z","last_researched_at":"2026-09-09T19:05:49.796Z","last_verified_at":null,"next_research_at":"2026-12-12T16:36:47.793Z","overdue":false},{"id":"prologis-energy","license":"CC-BY-4.0 (Data: AintOnlyAI https://aintonlyai.world)","type":"organization","name":"Prologis Energy","slug":"prologis-energy","aliases":[],"description":"","website":"","country":"","founded":null,"status":"active","categories":[],"subcategories":[],"tags":[],"metrics":{},"confidence":0.5,"ai_adjacency_score":27,"criticality_score":39,"visibility":"public","ticker":null,"created_at":"2026-09-12T01:10:39.962Z","updated_at":"2026-09-12T01:10:39.962Z","last_researched_at":"2026-09-12T01:10:39.954Z","last_verified_at":null,"next_research_at":"2026-10-12T01:10:39.954Z","overdue":true},{"id":"locus-robotics","license":"CC-BY-4.0 (Data: AintOnlyAI https://aintonlyai.world)","type":"company","name":"Locus Robotics","slug":"locus-robotics","aliases":[],"description":"","website":"","country":"","founded":null,"status":"active","categories":[],"subcategories":[],"tags":[],"metrics":{},"confidence":0.5,"ai_adjacency_score":27,"criticality_score":39,"visibility":"public","ticker":null,"created_at":"2026-09-12T01:10:39.978Z","updated_at":"2026-09-12T01:10:39.978Z","last_researched_at":"2026-09-12T01:10:39.974Z","last_verified_at":null,"next_research_at":"2026-10-12T01:10:39.974Z","overdue":true},{"id":"logistics-real-estate-portfolio","license":"CC-BY-4.0 (Data: AintOnlyAI https://aintonlyai.world)","type":"facility","name":"Logistics Real Estate Portfolio","slug":"logistics-real-estate-portfolio","aliases":[],"description":"","website":"","country":"","founded":null,"status":"active","categories":[],"subcategories":[],"tags":[],"metrics":{},"confidence":0.5,"ai_adjacency_score":27,"criticality_score":39,"visibility":"public","ticker":null,"created_at":"2026-09-12T01:10:39.993Z","updated_at":"2026-09-12T01:10:39.993Z","last_researched_at":"2026-09-12T01:10:39.988Z","last_verified_at":null,"next_research_at":"2026-10-12T01:10:39.988Z","overdue":true},{"id":"amd","license":"CC-BY-4.0 (Data: AintOnlyAI https://aintonlyai.world)","type":"company","name":"AMD","slug":"amd","aliases":[],"description":"Produces CPUs, GPUs, and accelerators used in AI servers and data centers.","website":"https://amd.com","country":"United States","founded":null,"status":"active","categories":["compute","semiconductors"],"subcategories":[],"tags":[],"metrics":{},"confidence":0.95,"ai_adjacency_score":52,"criticality_score":49,"visibility":"public","ticker":"AMD","created_at":"2026-09-09T19:05:49.740Z","updated_at":"2026-09-09T19:05:49.740Z","last_researched_at":"2026-09-12T14:04:21.250Z","last_verified_at":null,"next_research_at":"2026-09-19T14:04:21.250Z","overdue":true},{"id":"tsmc","license":"CC-BY-4.0 (Data: AintOnlyAI https://aintonlyai.world)","type":"company","name":"TSMC","slug":"tsmc","aliases":[],"description":"The world's largest dedicated semiconductor foundry, manufacturing advanced AI chips.","website":"https://tsmc.com","country":"Taiwan","founded":null,"status":"active","categories":["semiconductors"],"subcategories":[],"tags":[],"metrics":{"why_matters":"Nearly all major AI accelerator designers depend on TSMC to fabricate their silicon, making it a critical bottleneck and enabler for AI compute scaling. Its manufacturing capacity and process leadership directly determine the pace at which next-generation AI models can be trained and deployed.","what_they_do":"TSMC is the world's largest dedicated semiconductor foundry, manufacturing advanced chips on behalf of fabless designers like NVIDIA and AMD. It relies on equipment suppliers such as ASML, Applied Materials, and Lam Research to produce these chips at leading-edge process nodes."},"confidence":0.98,"ai_adjacency_score":57,"criticality_score":56,"visibility":"public","ticker":"TSM","created_at":"2026-09-09T19:05:49.743Z","updated_at":"2026-09-09T19:05:49.743Z","last_researched_at":"2026-09-12T02:18:59.993Z","last_verified_at":null,"next_research_at":"2026-09-19T02:18:59.993Z","overdue":true},{"id":"nvidia","license":"CC-BY-4.0 (Data: AintOnlyAI https://aintonlyai.world)","type":"company","name":"NVIDIA","slug":"nvidia","aliases":[],"description":"Designs GPUs and accelerated computing platforms that power AI training and inference globally.","website":"https://nvidia.com","country":"United States","founded":null,"status":"active","categories":["compute","semiconductors","networking"],"subcategories":[],"tags":[],"metrics":{"why_matters":"NVIDIA GPUs are the dominant compute platform for AI training, making them foundational infrastructure for the entire AI ecosystem. Their supply relationships with TSMC, SK Hynix, and Samsung Electronics underpin the global AI hardware supply chain, and without their platforms, large-scale AI training at companies like OpenAI, Microsoft, Amazon, and Google would not be feasible at current scale.","what_they_do":"NVIDIA designs GPUs and accelerated computing platforms that power AI training and inference globally, spanning compute, semiconductors, and networking. They manufacture hardware such as the NVIDIA H100 and supply critical compute infrastructure to major AI companies including OpenAI and Microsoft."},"confidence":0.99,"ai_adjacency_score":77,"criticality_score":49,"visibility":"public","ticker":"NVDA","created_at":"2026-09-09T19:05:49.735Z","updated_at":"2026-09-09T19:05:49.735Z","last_researched_at":"2026-09-12T03:55:09.456Z","last_verified_at":"2026-09-11T21:45:39.302Z","next_research_at":"2026-09-19T03:55:09.456Z","overdue":true},{"id":"microsoft","license":"CC-BY-4.0 (Data: AintOnlyAI https://aintonlyai.world)","type":"company","name":"Microsoft","slug":"microsoft","aliases":[],"description":"Hyperscaler building AI data centers and Azure AI infrastructure.","website":"https://microsoft.com","country":"United States","founded":null,"status":"active","categories":["cloud","data_centers"],"subcategories":["hyperscalers"],"tags":[],"metrics":{"why_matters":"Microsoft matters to the AI era because it invests heavily in AI infrastructure and partners with OpenAI to advance generative AI. Its ownership of platforms like GitHub and LinkedIn enables the distribution of AI tools across a massive global developer and professional network.","what_they_do":"Microsoft operates as a hyperscaler building AI data centers and Azure AI infrastructure. The company utilizes hardware from NVIDIA and Arista Networks and depends on Constellation Energy for power to sustain these operations."},"confidence":0.98,"ai_adjacency_score":89,"criticality_score":83,"visibility":"public","ticker":"MSFT","created_at":"2026-09-09T19:05:49.770Z","updated_at":"2026-09-12T22:54:50.475Z","last_researched_at":"2026-09-12T01:52:06.918Z","last_verified_at":null,"next_research_at":"2026-09-19T01:52:06.918Z","overdue":true},{"id":"prologis","license":"CC-BY-4.0 (Data: AintOnlyAI https://aintonlyai.world)","type":"company","name":"Prologis","slug":"prologis","aliases":[],"description":"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.","website":"https://www.prologis.com","country":"United States","founded":1983,"status":"active","categories":["data_centers","energy","logistics","construction","ai_infrastructure_software"],"subcategories":[],"tags":[],"metrics":{},"confidence":0.8,"ai_adjacency_score":44,"criticality_score":43,"visibility":"public","ticker":"PLD","created_at":"2026-09-12T01:10:39.907Z","updated_at":"2026-09-12T01:10:39.907Z","last_researched_at":"2026-09-12T01:10:39.900Z","last_verified_at":null,"next_research_at":"2026-10-12T01:10:39.900Z","overdue":true},{"id":"openai","license":"CC-BY-4.0 (Data: AintOnlyAI https://aintonlyai.world)","type":"research_lab","name":"OpenAI","slug":"openai","aliases":[],"description":"AI research lab and model developer behind GPT and frontier models.","website":"https://openai.com","country":"United States","founded":null,"status":"active","categories":["ai_infrastructure_software","research"],"subcategories":[],"tags":[],"metrics":{},"confidence":0.95,"ai_adjacency_score":51,"criticality_score":68,"visibility":"public","ticker":null,"created_at":"2026-09-09T19:05:49.785Z","updated_at":"2026-09-09T19:05:49.785Z","last_researched_at":"2026-09-12T03:55:09.461Z","last_verified_at":null,"next_research_at":"2026-09-19T03:55:09.461Z","overdue":true}],"edges":[{"subject_id":"prologis","predicate":"OPERATES","object_id":"prologis-energy"},{"subject_id":"prologis","predicate":"INVESTS_IN","object_id":"locus-robotics"},{"subject_id":"prologis","predicate":"OWNS","object_id":"logistics-real-estate-portfolio"},{"subject_id":"prologis","predicate":"PARTNERS_WITH","object_id":"nvidia"},{"subject_id":"nvidia","predicate":"SUPPLIES","object_id":"openai"},{"subject_id":"nvidia","predicate":"SUPPLIES","object_id":"microsoft"},{"subject_id":"nvidia","predicate":"DEPENDS_ON","object_id":"tsmc"},{"subject_id":"nvidia","predicate":"COMPETES_WITH","object_id":"amd"},{"subject_id":"nvidia","predicate":"MANUFACTURES","object_id":"h100"}]},"sources":[{"id":"src_210a7767-6","type":"web","title":"Prologis CEO says data centers are 'one of the largest value creation opportunities'","url":"https://www.cnbc.com/2026/06/03/prologis-ceo-says-data-centers-are-one-of-the-largest-value-creation-opportunities.html","publisher":"Cnbc","published_at":null,"retrieved_at":"2026-09-12T01:10:40.037Z","content_hash":"b53d44d75d229629abb4af4df1625a67","reliability":0.55},{"id":"src_93a1b742-6","type":"web","title":"Prologis' AI Strategy: Analysis of Dominance in Logistics Real Estate AI","url":"https://www.klover.ai/prologis-ai-strategy-analysis-of-dominance-in-logistics-real-estate-ai","publisher":"Klover","published_at":null,"retrieved_at":"2026-09-12T01:10:40.057Z","content_hash":"6b7f53fabe776001b1a7c08e63ba3cea","reliability":0.55},{"id":"src_d0d7523b-7","type":"financial_filing","title":"Prologis' US$25 Billion AI Data Center Pivot Might Change The Case For Investing In Prologis (PLD)","url":"https://finance.yahoo.com/news/prologis-us-25-billion-ai-043229733.html","publisher":"Yahoo","published_at":null,"retrieved_at":"2026-09-12T01:10:40.062Z","content_hash":"62f67675444ccc3665fafa96ff7ac218","reliability":0.9},{"id":"src_bacda05f-6","type":"web","title":"The Evolution of the Smart Warehouse: AI, Automation and Robotics at Work","url":"https://www.prologis.com/insights-news/blog/evolution-smart-warehouse-ai-automation-and-robotics-work","publisher":"Prologis","published_at":null,"retrieved_at":"2026-09-12T01:10:40.071Z","content_hash":"fabc4810dabe86c24ecc08cf79368542","reliability":0.55},{"id":"src_3b1fdbac-3","type":"social_media","title":"How Prologis Energy uses AI to optimize clean power","url":"https://www.linkedin.com/posts/susanuthayakumar_ai-is-becoming-a-powerful-accelerator-of-activity-7355948460883238912-yU-0","publisher":"Linkedin","published_at":null,"retrieved_at":"2026-09-12T01:10:40.081Z","content_hash":"f6cc91d9bbfbb3186f9f0337ab080bed","reliability":0.5},{"id":"src_ceeb531c-2","type":"web","title":"Who Owns Prologis Company?","url":"https://swottemplate.com/blogs/owners/prologis-owners","publisher":"Swottemplate","published_at":null,"retrieved_at":"2026-09-12T01:10:40.094Z","content_hash":"4d9816ce91020d8cf2fb365490820e67","reliability":0.55}]}