Episode Details

Amazon just swooped in to lease the entire 1000 Enterprise Way building in Sunnyvale — a massive 317,000-square-foot space formerly occupied by Google — signaling a potential reversal in Silicon Valley’s office real estate trend. After years of tech giants downsizing, the move hints at a resurgence in demand, especially from AI startups driving a record leasing boom since 2018. With construction slowing and AI firms snapping up millions of square feet, the market’s shifting fast — leaving old players like Google possibly back in the leasing game.

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