AI Boom Fuels Warehouse Demand
TL;DR
Luke Petherbridge, CEO of Link Logistics joined Bloomberg Open Interest to explain how the AI boom is creating a second wave of demand far beyond data centers themselves. Cooling equipment, chip manufacturing and infrastructure are filling warehouses across the country, while e-commerce and reshoring add even more pressure to an industrial market where new supply is falling. (Source: Bloomberg).
Nauti's Take
For small teams, AI infrastructure is becoming a physical planning issue: lead times for servers, cooling, and networking can delay projects even when the model is ready. Before committing to a larger setup, verify power requirements, hardware availability, and regional delivery times instead of treating infrastructure as an immediate, fixed-cost input.
Summary
Luke Petherbridge, CEO of Link Logistics joined Bloomberg Open Interest to explain how the AI boom is creating a second wave of demand far beyond data centers themselves. Cooling equipment, chip manufacturing and infrastructure are filling warehouses across the country, while e-commerce and reshoring add even more pressure to an industrial market where new supply is falling.
(Source: Bloomberg)
Sources