Rudy Lai
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卓
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rudyl.aiAI market researchALPHA

AI @ Prologis

Industrial/logistics REIT
Industry
Last updated
July 3, 2025 at 10:44 AM

Summary

  • Prologis has progressively integrated AI into its logistics real estate business since Q3 2023, starting with adopting TestFit's AI for site feasibility and portfolio decision-making under CEO Hamid Moghadam's leadership.
  • By late 2024 and into 2025, Prologis expanded AI use to include broader supply chain intelligence, data center infrastructure for AI growth, and collaboration with government (e.g., U.S. Interior Secretary) focusing on AI-driven energy and supply chain future-proofing.
  • Overall, Prologis evolved AI usage from operational optimization and site selection to strategic analytics and infrastructure pivoting, showing a strong increasing adoption trend and positioning itself as a leader leveraging AI to increase revenue, reduce risks, and improve supply chain resilience.

VIBE METER

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5 AI Use Cases at Prologis

Supply Chain Planning
2025
Customer Facing
Traditional
Generative
Agentic
Outcome
Risk
Partnering with U.S. government entities, Prologis applies AI in mapping and planning future supply chains integrating energy considerations to enhance sustainability and reliability. [1]
Supply Insights
2024
Customer Facing
Traditional
Generative
Agentic
Outcome
Risk
Prologis publishes comprehensive supply chain intelligence and analytics reports using AI to help executives proactively respond to economic and geopolitical risks and improve supply chain resilience. [1][2]
Data Center Pivot
2024
Traditional
Generative
Agentic
Outcome
Revenue
Prologis is transitioning to include AI data centers in its portfolio to capture high-margin opportunities fueled by AI infrastructure demand. [1]
Portfolio Optimization
2023
Traditional
Generative
Agentic
Outcome
Revenue
Prologis leverages AI to make better decisions on industrial real estate portfolio allocation, balancing risk and opportunities to improve returns under CEO Hamid Moghadam’s vision. [1]
Site Feasibility
2023
Traditional
Generative
Agentic
Outcome
Costs
Prologis uses AI tools like TestFit to evaluate and judge the feasibility of new warehouse and industrial site developments in real-time, optimizing land use and investment decisions. [1][2]

Timeline

2025 Q4

1 updates

Prologis collaborates with U.S. Interior Secretary to map the future of supply chains and AI, integrating energy as a critical driver, emphasizing public-private partnerships in AI-driven logistics planning.

2025 Q3

1 updates

Analysis highlights Prologis's dominance in logistics real estate through strategic use of logistics data, AI, and infrastructure investments to future-proof global commerce and supply chains.

2025 Q2: no updates

2025 Q1

1 updates

Prologis published Supply Chain 3.0 report providing insights into executive mindsets and challenges, reinforcing AI’s strategic role in future supply chain innovation and resilience.

2024 Q4

1 updates

Prologis launched its inaugural Supply Chain Intelligence Report emphasizing AI’s essential role in proactive response to economic and geopolitical changes; leadership events highlighted AI integration in business culture and strategy.

2024 Q3

1 updates

Prologis pivoted towards AI data centers, leveraging AI data and infrastructure to capitalize on higher-margin opportunities, marking a strategic shift toward AI-enabling facilities alongside their logistics assets.

2024 Q2: no updates

2024 Q1

1 updates

Looking forward, Prologis expressed interest in applying AI more deeply to source acquisitions, indicating future plans to explore AI for strategic asset investments.

2023 Q4

1 updates

Prologis emphasized a revolutionary shift in supply chains driven by AI and clean energy, highlighting strategic awareness of AI's transformative role beyond operational tools.

2023 Q3

2 updates

Prologis under CEO Hamid Moghadam began deploying AI software from TestFit to improve warehouse site feasibility judgments and portfolio decisions, signaling initial operational AI adoption in logistics real estate.