CatalystTech/AI
The U.S. is running out of giant warehouses to build out AI infrastructure
US AI infrastructure expansion constrained by shortage of giant warehouses.
Context
What happened: Texas developer Ross Perot Jr. said vacant million-square-foot buildings have fallen to 15 or 20, down from a typical 50, as demand for AI infrastructure grows.
Key numbers: Vacant million-square-foot buildings: 15 to 20, versus a typical 50.
Why it matters: The shrinking supply of large warehouses points to tighter availability of the space needed to build out AI infrastructure.
What changed
Texas developer Ross Perot Jr. said vacant million-square-foot buildings have fallen to 15 or 20, down from a typical 50, as demand for AI infrastructure grows.
Why it matters
The shrinking supply of large warehouses points to tighter availability of the space needed to build out AI infrastructure.
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Oct 27, 2026 05:44 PM ET