Will Texas Power Limits on Hutto Data Center Rethink Prologis' (PLD) Development-Led Growth Narrative

In late September 2026, Prologis’s Texas data center venture with Skybox Datacenters ran into uncertainty as new statewide limits on large power grid hookups raised questions about the project’s timing, scale and potential rental income. At the same time, a cluster of institutional disclosures under the UK Takeover Code revealed multiple asset managers building or clarifying positions in Prologis, highlighting how closely professional investors are tracking the company’s development and data...