Monte Carlo #49 - Daniel Raizman: Data Centres Are Reinsurance's Biggest Growth Bet
The Reinsurance PodcastShow Notes
Somewhere between eight and ten trillion dollars is heading into data centres by 2030. The reinsurance market's response so far has been to argue about how to code the occupancy. Daniel Raizman of Aon joins Ben at Monte Carlo to talk through the market's largest growth opportunity, and why "name your three biggest concentrations" is the question nobody wants to be asked twice.
WHAT YOU'LL LEARN: - Why a $13bn premium pool in 2026 becomes roughly $29bn by 2030, and what the market has to do to actually write it - How to find data centre exposure inside a portfolio when the only thing you've been given is a geocode - Why reinsurers are now asking cedents to name their three largest concentrations, and what it takes to answer - What the chips and GPUs inside a campus do to its value once the compute goes in - Why the most expensive data centre loss might involve no physical damage at all
TIMESTAMPS: 00:00 Intro 00:34 Daniel Raizman on Aon's data centre and digital infrastructure push 01:37 The $10 trillion capex wave and the $29bn premium prize 02:30 6,500 data centres already exist, so what actually changed 03:16 Inside a live build: 5,000 workers a day and the contents problem 04:11 Why data centre risk is coming off balance sheets 05:10 Identifying data centre exposure when all you have is a geocode 05:53 The three-concentrations question reinsurers keep asking 06:54 Dive straight in, or get a grip on exposure first 07:38 Triaging sites for wind, seismic and extreme heat 08:15 Fire, tornadoes and the perils that actually bite 09:00 The uptime penalties that dwarf the physical damage 10:02 Where the capital needs to go next
EPISODE LINKS: Daniel's LinkedIn: https://www.linkedin.com/in/danielraizman/ Aon: https://www.aon.com/
CONNECT WITH US: Say Hello: [email protected] Website: https://www.supercede.com LinkedIn: https://www.linkedin.com/company/supercedehq Twitter: https://twitter.com/SupercedeHQ YouTube: https://www.youtube.com/@SupercedeHQ RSS Feed: https://anchor.fm/s/7e741c8c/podcast/rss
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