- Recent AI take-up trends highlight a growing disconnect between where AI companies are located and where AI firms are taking new office space. While the City Core and City Fringe host the largest AI ecosystems by company count, they account for a relatively small share of recent take-up. In contrast, King's Cross & Euston have captured almost half of Central London AI take-up since January 2025, despite having the smallest AI company base, underlying its growing appeal to growth stage occupiers with more substantial space requirements.
- This trend reinforces the importance of proximity to talent, research institutions, and innovation networks, with the Knowledge Quarter ecosystem continuing to attract strong demand.
- As firms scale, access to enhanced power capacity, resilient digital infrastructure and high-specification office space is becoming increasingly critical. King's Cross & Euston are particularly well positioned to meet these needs, offering best-in-class buildings, larger than average floorplates and the flexibility to accommodate rapid team expansion. Excellent national and international connectivity via King's Cross St Pancras further enhances its appeal for globally connected businesses.
- We expect AI demand to dominate leasing volumes across Central London this year. However, constrained supply across many of the core submarkets is limiting occupier choice. With a shortage of suitable space, some established submarkets may struggle to fully capitalise on AI growth, reinforcing leasing activity in locations such as King’s Cross & Euston that combine infrastructure, scalability and connectivity needed to support the sector's next phase of growth.
King's Cross & Euston lead on the next phase of AI occupier growth
30 September 2026
