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戴德梁行:2026 AI 赋能门户城市洞察报告:AI 企业如何驱动租户需求(英文版)(24页).pdf

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1、How AI Businesses are Driving Tenant DemandLondonNew York CityBay AreaAI IMPACT ON GATEWAY CITIESAI Impact+Cushman&Wakefield|2OverviewAI DefinitionsArtificial Intelligence&Machine LearningCompanies developing technologies that enable computers to autonomously learn,deduce and act,through utilization

2、 of large data sets.The technology enables development of systems that collect and store massive amounts of data,and analyze that content to make decisions based on probability and statistical analysis.Applications for AI/ML include speech recognition,computer vision,robotic control and accelerating

3、 processes in the empirical sciences where large data sets are essential.Generative AIA field of artificial intelligence that predicts human-like content across various domains using multimodal models trained on diverse inputs such as text,images,video,and speech.The technology utilizes techniques s

4、uch as transformers,large language models(LLMs),and diffusion models to produce new outputs.GenAIs applications are diverse and include art,gaming,copywriting,search,biotechnology,coding,and synthetic data.The Emerging Space encompasses the broader spectrum of these applications,the providers of fou

5、ndation models,and the infrastructure supporting the technology.OverviewThe past eighteen months have marked a turning point for the global artificial intelligence(AI)ecosystem.When Cushman&Wakefield released its 2025 study on the Generative AI(GenAI)sector and its influence on the Bay Area commerci

6、al real estate market,the industry was already shifting at remarkable speed.A transformation was well underway,from fledgling start-ups to late-stage companies and Big Tech alike.What felt like an early surge has since become a full-scale acceleration.By mid-2026,the sector has outgrown the boundari

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1. **全球AI企业集聚三大门户城市**:旧金山湾区、纽约、伦敦为全球AI/ML企业最集中市场,均超1000家(旧金山3666家、纽约1526家、伦敦1438家),占全球前25市场近半数。 2. **AI驱动租赁需求激增**: - 旧金山AI租赁占新租超50%、总租约40%(2026Q1达350万平方英尺); - 纽约2025年AI租赁同比增39.9%,2026Q1达102万平方英尺,超2025全年总量; - 伦敦2026Q1 AI租赁占中央伦敦市场12%(此前仅1%)。 3. **资本与人才加速扩张**: - 旧湾区AI企业吸金2140亿美元(2026Q1),占全球80.6%; - 纽约AI岗位 postings 同比增112%,伦敦增125%。 4. **租赁偏好灵活与核心区位**:早期企业倾向“即插即用”短租,后期企业偏好甲级楼宇;纽约52.5%租期<5年,伦敦AI企业集中于知识区(如国王十字)。
AI如何重塑办公需求? 全球AI企业为何扎堆? AI租赁趋势有何变化?
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