AI Boom Drives SF Rents Above NYC as Housing Crisis Deepens

fortune · reddit · 2026-08-21

San Francisco's housing market is overheating due to the AI boom. OpenAI and Anthropic leased 1M sq ft each, making SF home to 40% of US AI jobs. Average rents surged over $1,000 to $4,600/month, dropping vacancy to 3.7% and making SF the most expensive major rental market in the US, surpassing New York.

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