AI BOOM STRETCHES WAREHOUSE CAPACITY BEYOND DATA CENTERS

Luke Petherbridge, CEO of Link Logistics, told Bloomberg that the AI boom represents a second wave of demand extending across the supply chain. Warehouses are now stocking cooling systems, semiconductor manufacturing equipment, and supporting infrastructure needed to sustain AI operations—not just the data centers themselves. The trend collides with existing pressures on industrial real estate. E-commerce continues to consume warehouse space, while companies reshoring manufacturing operations add further demand. Meanwhile, new warehouse supply remains constrained, tightening availability across the country. This supply-demand imbalance suggests sustained pricing pressure on warehouse leasing and potential constraints on companies attempting to scale AI infrastructure. The market reflects how AI adoption cascades through multiple sectors of the economy, creating bottlenecks beyond what data center demand alone would generate.