AI Is Eating the Office Market. Here's Who's Getting Fed.

AI job growth is hyper-concentrated in a handful of U.S. metro areas. If you're an investor, operator, or capital allocator, you need to know which ones and what it means for office demand and data center development.In this episode, we break down:San Jose: Highest AI talent concentration in the country (6x national average), $216K average AI salaryNew York City: 15,000+ new AI job listings, $151K average salary, Harvey AI expanding in ManhattanSeattle: AI roles nearly 3x the national average, $170K average pay, Microsoft/Amazon/startups driving office absorptionDallas: The dark horse with $128K average salary, 316 coworking spaces, solid fiber coverage, and a cost of living that makes scaling affordableCBRE projecting more high-profile AI leasing deals through 2026OpenAI expanding in San Francisco's Mission BayThe office market bifurcation: AI-rich metros thriving while traditional markets struggleData centers as the dominant asset class: $600B+ in cloud company capex projected for 2026Moody's projecting $3 trillion in global data center spending over five years100 GW of new capacity by 2030 = $1.2 trillion in real estate asset value creationData centers outbidding home builders for land in major U.S. marketsEpisode Sponsor: Rise 48 Equity Rise 48 helps you protect and grow your wealth by investing in large multifamily apartment buildings. Vertically integrated property management. Vertically integrated construction. They do all the work. rise48.comCREIC | Commercial Real Estate Investment Conference Miami | November 6-7, 2026 500 seats. Free general admission. Spots are limited. creicmiami.comWant to sponsor CREIC or this podcast? Apply for SponsorshipDisclaimer: This podcast is powered by AI. The hosts are not licensed financial advisors, attorneys, or CPAs. All content is intended as a starting point for your own research and due diligence. Consult qualified professionals before making investment decisions.