Underwriting the AI Economy: Risk, Resilience and Returns
Insurance investors have become some of the most influential providers of long-term capital to digital infrastructure, attracted by predictable cash flows, inflation protection and growing demand from hyperscalers and AI-driven workloads. Simultaneously W&I requirements are now core dealmaking elements. Yet the asset class faces a new generation of risks—from power availability and climate exposure to technological obsolescence, cyber threats and geopolitical uncertainty.
As insurers, asset managers, operators and lenders look to scale investment into data centres and supporting infrastructure:
How should risk be priced, mitigated and converted into opportunity?
How does climate exposure materially affect valuations and exit opportunities?
Are investors being adequately compensated for rising complexity?
How do underwriters and brokers build stacks sufficient to offset risks of increasingly large capital deployments especially within complex JV environments