I'm biased because my company (Newfront) is in insurance but there are a lot of great points here. This jumped out: "By 2030, global AI data centers alone are projected to require $5 trillion of investment, while enterprise AI spend is forecast to reach $500 billion."

There's a mega trend of value concentrating in AI (and all the companies that touch/integrate it). Makes a ton of sense that insurance premiums will flow that direction as well.

▲

blibble a day ago | parent [-]

> This jumped out: "By 2030, global AI data centers alone are projected to require $5 trillion of investment, while enterprise AI spend is forecast to reach $500 billion."

and by 2040 it will be $5000 trillion!

and by 2050 it will be $5000000 quadrillion!

▲

gwintrob a day ago | parent [-]

Ha, of course. A lot easier to forecast in a spreadsheet than actually make this happen. Based on the progress in AI in the past couple years and the capabilities of the current models, would you bet against that growth curve?

	▲	blibble a day ago \| parent [-]
		yes, there's not $5 trillion of dumb money spare (unless softbank has been hiding it under their mattress)