AI data centres and renewable energy investments could generate around $200 billion in cumulative commercial insurance premiums by 2030.
That was according to Swiss Re, which released a paper at the Monte Carlo Rendez-Vous de Septembre.
The reinsurance giants said that a “global investment super-cycle” will lead to larger and increasingly interconnected risks, with more value concentration, geographic clustering, supply-chain dependencies and interconnected infrastructure.
“The global economy has entered a capital expenditure (capex) super-cycle, with surging investment in data centres, energy systems and other strategic infrastructure creating growing demand for commercial insurance,” it said.
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