Capex 'super-cycle' among largest commercial P&C opportunities in decades: Swiss Re
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Capex 'super-cycle' among largest commercial P&C opportunities in decades: Swiss Re
A new Swiss Re Institute report has suggested that a global capital expenditure (capex) super-cycle, driven by surging investment in data centres, energy systems and other strategic infrastructure, could create one of the largest commercial property and casualty (P&C) opportunities for insurers in decades. According to the report, AI data centres and renewable energy infrastructure […]
The global economy is heading towards an investment supercycle. Billions of dollars are currently channelled into the development of data centers, the modernisation of energy systems and the expansion of strategic infrastructure. The Swiss Re Institute anticipates that AI data centres and the renewable energy infrastructure alone could generate around US$200 billion in accumulated industrial insurance premiums between 2026 and 2030. "AI needs da…
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