The AI infrastructure boom is showing up outside the data center footprint, according to Bloomberg Technology. In a Bloomberg Open Interest segment, Link Logistics CEO Luke Petherbridge said AI is creating a “second wave” of demand that extends into warehouses. Bloomberg’s summary says the demand is coming from the physical supply chain around AI infrastructure: cooling equipment, chip manufacturing and related infrastructure are filling warehouses across the country. The item does not provide leasing volumes, rent figures, vacancy rates or specific market names. The point is narrower than “AI needs more data centers.” Petherbridge’s account, as summarized by Bloomberg, is that the buildout creates adjacent storage and logistics requirements for the equipment and components that support those facilities and the broader chip supply chain. The cluster also included a TechCrunch report on Indian e-bike startup Yulu raising $93 million. That story appears unrelated to the Bloomberg warehouse-demand item and is not used as corroboration for the AI infrastructure claim. Who benefits: Industrial landlords and warehouse operators serving cooling, chip-manufacturing and infrastructure tenants could benefit if this demand persists. Link Logistics is the named company in the Bloomberg segment through its CEO’s comments. Who's exposed: The provided material does not identify clear losers or quantify pressure on competing warehouse tenants. It is too early from this evidence alone to assess market-level exposure.