Allianz sees AI driving a sharp rise in data-center investment
Allianz flagged an AI-driven data-center buildout, projecting annual investment rising from about USD 500 billion in 2024 to over USD 1 trillion by 2027.
US and China are expected to deliver about 62% of new global capacity additions through 2030, keeping their combined share near 63%.
Buildout constraints are shifting to power, permitting, land, equipment and labor; the US construction worker shortfall is estimated at about 439,000.
About 79% of global capacity sits in areas with elevated natural-catastrophe risk, and 54% faces chronic heat and drought stress.
Insurance demand is rising as campus costs exceed USD 20 billion; the data-center insurance market is seen growing from about USD 11 billion to over USD 24 billion by 2030.
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