$10bn hyperscaler opportunity, tests limits of re/insurance capacity
The rapid build-out of hyperscale data centres could generate an estimated $10 billion of additional premium for the insurance industry, but the sheer concentration of value within individual sites is already testing the limits of traditional re/insurance capacity, according to S&P Global Ratings.
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6 September 2026 Reinsurers could reach a break-even point as soon as 2027 if current market trends continue, with some slipping into losses as margins erode further, MS Reinsurance chief executive Robert Wiest has warned.
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