Moraine Research

Data reports from public records

Site-level datasets and maps for owners, lenders and site selectors. Every figure is sourced. The SF AI tenants register is free to download as CSV.

• Data centers · Third edition

  We found no public record of power for 129 of 252 active US data center announcements

  For 129 of 252 active US data center announcements, we found no public record of power or an issued permit: no utility filing, air or building permit, or SEC disclosure of power. Campus-level data on 3,790 campuses from public records, with an interactive map and CSV.

  October 9, 2026 129 of 252 announcements with no power record found3,790 campuses797 in the pipelineInteractive map

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• Office · San Francisco

  AI Companies in San Francisco: 223 Mapped (2026)

  AI companies occupy 8.5M square feet of San Francisco office space by JLL's count. We map 223 of them at 271 locations and document 5.06M square feet in published leases. Map, lease tape, building shares and a free data file.

  October 25, 2026 223 AI companies271 locations5.06M SF where publicInteractive map

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• Industrial · Ninth edition

  How Amazon builds its U.S. logistics network

  Amazon’s U.S. logistics real estate: 620M SF in 1,187 buildings (CoStar), 1,399 operating sites, who owns them, where they are, and how each building type is sized and sited. Interactive map.

  October 4, 2026 620M SF in 1,187 buildings1,399 operating sitesInteractive map

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