Episode Details

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 salary
• New York City: 15,000+ new AI job listings, $151K average salary, Harvey AI expanding in Manhattan
• Seattle: AI roles nearly 3x the national average, $170K average pay, Microsoft/Amazon/startups driving office absorption
• Dallas: The dark horse with $128K average salary, 316 coworking spaces, solid fiber coverage, and a cost of living that makes scaling affordable
• CBRE projecting more high-profile AI leasing deals through 2026
• OpenAI expanding in San Francisco's Mission Bay
• The office market bifurcation: AI-rich metros thriving while traditional markets struggle
• Data centers as the dominant asset class: $600B+ in cloud company capex projected for 2026
• Moody's projecting $3 trillion in global data center spending over five years
• 100 GW of new capacity by 2030 = $1.2 trillion in real estate asset value creation
• Data centers outbidding home builders for land in major U.S. markets

Episode Sponsor: Rise 48 Equity — rise48.com