Finance; Technology · medium ·
AI compute infrastructure is creating an underwriting capacity bottleneck
The robust long-term investment commitment in underlying AI technology, particularly over $500 billion in capital mobilized for AI compute infrastructure, is creating a new and rapidly growing vertical for insuring these specialised data centres and their critical components. This emerging market is outrunning the current underwriting capacity and expertise within traditional insurance sectors.
Part of the Financial Services Opportunity Outlook, Korim's monthly analysis of emerging opportunities in this sector.
Part of the Technology Opportunity Outlook, Korim's monthly analysis of emerging opportunities in this sector.