In this article in The Insurer, Jeremy Goodman, Chief Client and Growth Officer, discussed how reinsurers are monitoring more than 1,500 data center projects across the globe, as digital infrastructure becomes the most significant capital deployment opportunity the reinsurance sector has seen in decades.
Jeremy goes on to explain how the scale and concentration of the buildout is forcing a fundamental switch in how reinsurance capital is structured and deployed, with the market needing to move away from project-by-project considerations toward portfolio-scale capital architecture.
“Digital infrastructure is shifting from a diversified commercial property segment to a more systematically concentrated infrastructure risk,” he said. “Reinsurance needs to evolve from being transactional capacity to structural capital architecture.”