内容来源：https://www.geekwire.com/2026/seattle-regions-office-market-shows-signs-of-life-as-ai-companies-bring-new-stability/

内容总结：

西雅图办公楼市场现回暖信号：AI企业成租赁主力

历经数年低迷后，西雅图地区办公楼市场首次显现复苏迹象，而人工智能（AI）公司正成为这一转变的核心驱动力。

商业地产公司仲量联行（JLL）最新报告显示，今年第二季度，覆盖西雅图、贝尔维尤及周边东区的区域办公楼市场实现了正净吸纳——即企业新租用的办公面积超过了退租面积。此前的几年间，受远程办公、裁员及企业削减成本影响，该市场持续萎缩。

报告指出，二季度科技公司占据了全部租赁活动的42.5%，远超其他行业。JLL称，随着AI企业在西雅图地区设立工程中心，以利用当地深厚的人才库，并凭借远低于旧金山和纽约的办公租金成本，相关租赁业务有望迎来强劲年份。

当季的几笔最大交易印证了这一趋势：

• Databricks 在贝尔维尤的Four106大厦签下14.2万平方英尺租约，成为季度最大单笔交易。
• DocuSign 在西雅图摩根大通中心承租11.6万平方英尺。
• 宝可梦公司（Pokémon） 搬入贝尔维尤的The Eight办公楼，占用面积达36.98万平方英尺。

受益于宝可梦的交易，该区域二季度录得37.2万平方英尺的正净吸纳，扭转了此前多季租户退租面积大于新租面积的局面。

尽管上述数据令人鼓舞，但这并不意味着全面复苏。JLL报告称，区域空置率仍高达23.9%，整体可用率为25%。企业仍在整合空间，房东持续提供优惠，待租租金面临压力，租户仍掌握显著议价权。

不过，市场基本面正在改善。可用率已连续两个季度下降，较一年前26.5%的峰值有所回落。同时，目前没有新的投机性办公楼项目在建（即无预先租户的楼宇），这意味着即使需求温和增长，也可能对入驻率产生比往年更大的影响。

最新租赁数据并非预示办公楼市场的全面反弹，而是揭示了一个更细腻的故事：AI公司及其他快速增长的科技企业，正在帮助稳定一个多年来持续下滑的市场。

这一报告印证了GeekWire过去一年的追踪趋势：AI企业正在西雅图地区扩张。除微软和亚马逊外，包括OpenAI、Anthropic、xAI、Armada和Anduril在内的公司，正因该地区拥有全美最密集的AI与云计算人才库之一，而纷纷组建本地工程团队。

这一势头能否持续，取决于AI招聘增长的速度，以及更多企业是否决定为新一代工程师增加办公空间。但在经历了数年收缩与空置后，第二季度终于提供了首个有意义的信号：西雅图办公楼市场或许正逐步站稳脚跟。

中文翻译：

几年来首次出现迹象表明，西雅图地区饱受冲击的办公楼市场可能已渡过最艰难时期——而人工智能公司似乎正在其中发挥主导作用。

据商业房地产公司仲量联行最新报告，西雅图、贝尔维尤及周边东区构成的区域办公楼市场，在第二季度实现了正净吸纳量，这意味着企业租用的办公空间超过了退租面积。在远程办公、裁员和企业成本削减主导了多年的市场萎缩之后，这是一个显著的转变。

科技公司占本季度所有租赁活动的42.5%，遥遥领先于其他所有行业。仲量联行表示，随着各企业在西雅图地区设立工程中心，以利用其深厚的人才储备和远低于旧金山、纽约的办公成本，与人工智能相关的租赁业务有望在今年迎来强劲表现。

本季度规模最大的几笔交易也印证了这一趋势：

• Databricks在贝尔维尤市中心的Four106大厦签下了14.2万平方英尺的租约，成为本季度最大的办公楼交易。
• DocuSign在西雅图的摩根大通中心承租了11.6万平方英尺的空间。
• Pokémon迁入贝尔维尤的The Eight办公大楼，占据了36.98万平方英尺的面积。

Pokémon的交易帮助该地区在本季度实现了37.2万平方英尺的正净吸纳量——扭转了此前多个季度租户退租面积大于新租面积的局面。

在经历了多年低迷的办公楼市场报告后，这些数字带来了令人鼓舞的变化，但它们远非全面复苏的信号。该地区空置率仍高达23.9%，整体可用率则达到25%。

仲量联行在报告中指出，企业仍在整合办公空间，房东持续提供优惠条件，而由于租户仍掌握着显著的议价优势，业主的报价租金持续承压。

不过，有迹象表明市场基本面正在改善。可用率已连续两个季度下降，从一年前26.5%的峰值回落。与此同时，仲量联行报告称，目前没有任何新建的投机性办公楼项目——即未签下租户便开工建设的项目——这意味着即便需求仅有温和增长，对入住率的影响也可能比往年更大。

最新的租赁数据并非暗示办公楼的全面复苏，而是揭示了一个更微妙的局面：人工智能公司和其他快速成长的科技企业正在帮助稳定一个多年来持续向相反方向发展的市场。

该报告印证了GeekWire过去一年追踪的趋势——人工智能公司在西雅图地区的布局正在扩大。除了微软和亚马逊，OpenAI、Anthropic、xAI、Armada和Anduril等企业也正在该地区组建工程团队，这里拥有全美最密集的人工智能和云计算人才储备之一。

这一势头能否持续，将取决于人工智能招聘扩张的速度，以及更多企业是否决定为新一代工程师增加办公空间。但经历了多年以办公面积缩减和空置为特征的市场后，第二季度首次提供了有意义的迹象，表明西雅图的办公楼市场可能终于开始站稳脚跟。

英文来源：

For the first time in several years, there are indications that the worst may be over for the Seattle region’s battered office market — and artificial intelligence companies appear to be playing a leading role.
The regional office market (spanning Seattle, Bellevue and the surrounding Eastside) posted positive net absorption during the second quarter, meaning companies occupied more office space than they vacated, according to a new report from commercial real estate firm JLL. It’s a notable shift after years of downsizing driven by remote work, layoffs and corporate cost-cutting.
Technology companies accounted for 42.5% of all leasing activity during the quarter, easily outpacing every other industry. JLL said AI-related leasing is on track for a strong year as companies establish engineering hubs in the Seattle region to tap its deep talent pool while taking advantage of office costs that remain well below San Francisco and New York.
The quarter’s largest deals reflected that trend.

• Databricks signed a 142,000-square-foot lease at Four106 in downtown Bellevue, the biggest office transaction of the quarter.
• DocuSign committed to 116,000 square feet at Seattle’s JPMorgan Chase Center.
• Pokémon moved into The Eight office tower in Bellevue, taking 369,800 square feet of space.
  The Pokémon deal helped push the region to 372,000 square feet of positive net absorption for the quarter — reversing a run of quarters in which tenants gave back more space than they took.
  The numbers offer an encouraging change after years of gloomy office market reports, but they hardly signal a full recovery. Regional vacancy remains elevated at 23.9%, while overall availability sits at 25%.
  Companies continue to consolidate space, landlords are still offering concessions, and asking rents remain under pressure as tenants retain significant negotiating leverage, JLL said in the report
  Still, there are indications the market’s fundamentals are improving.
  Availability has now declined for two consecutive quarters and has fallen from a peak of 26.5% a year ago. At the same time, JLL reports there is currently no new speculative office construction under way — buildings started without tenants committed — meaning even modest growth in demand could have a greater impact on occupancy than in previous years.
  Rather than signaling a broad-based office comeback, the latest leasing data suggests a more nuanced story: AI companies and other fast-growing technology firms are helping stabilize a market that had spent years moving in the opposite direction.
  The report reinforces a trend GeekWire has been tracking over the past year as AI companies expand their presence across the Seattle region. Alongside Microsoft and Amazon, companies including OpenAI, Anthropic, xAI, Armada and Anduril have been building engineering teams in the area, drawn by one of the country’s deepest concentrations of AI and cloud computing talent.
  Whether that momentum continues will depend on how quickly AI hiring expands and whether more companies decide they need additional space for a new generation of engineers. But after several years defined by shrinking footprints and empty offices, the second quarter offered the first meaningful indication that Seattle’s office market may finally be finding its footing.