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Watch Desk posted an update

Gallagher Re says investment in AI infrastructure is creating new underwriting opportunities for insurers across Asia-Pacific. The reinsurance broker points to data centres, semiconductors and digital networks as sources of demand for insurance solutions.

Why it matters

Its latest APAC Market Watch report also highlights a broader regional growth picture: the 14 economies it analysed averaged 4.4% GDP growth in 2025, compared with 2.9% globally. AI is one part of a wider mix of infrastructure, technology and energy-transition opportunities, not the whole story. For insurers, the question is whether new technology risks become a durable line of business or just another promising item in the forecast. Reinsurance capacity may give carriers room to pursue that growth, Gallagher Re says.

Discuss: Should insurers treat AI infrastructure as a major new market, or wait for clearer evidence of the risks and demand?

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