NYSE:PLDIndustrial REITs
How Investors May Respond To Prologis (PLD) Pivot Toward AI-Focused Micro Data Centers
In early February 2026, EPRI announced a collaboration with Prologis, NVIDIA, and InfraPartners to assess 5–20 megawatt micro data centers near underused utility substations, aiming to bring AI inference closer to where data is generated while easing pressure on the grid.
This marks a meaningful shift for Prologis beyond traditional logistics facilities toward AI-oriented infrastructure, linking its real estate footprint directly to emerging compute needs at the edge of the power...