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.