The Slovenia Insurance Supervision Agency published an assessment of how rapid investment in artificial intelligence, data centers and low carbon energy is expanding demand for commercial insurance while creating concentrated exposures. Citing Swiss Re Institute estimates, it said AI data centers and renewable energy infrastructure could generate about EUR 170 billion in commercial insurance premiums from 2026 to 2030, covering construction, property damage, business interruption and liability risks. The assessment highlights geographic and supply chain concentrations that could cause one event to affect multiple policyholders, industries and insurance lines. Texas and Virginia account for more than 40% of existing and planned U.S. data center capacity, with many sites exposed to hail and tornadoes, while about 88% of Taiwan’s semiconductor manufacturing capacity is in areas with very high earthquake risk. Long replacement times for specialized equipment could result in business interruption losses exceeding physical damage. In Slovenia, gross written premiums reached EUR 1.22 billion in the first half of 2026, up 14.5% from a year earlier, alongside strong infrastructure investment. Surety insurance premiums doubled, while general liability premiums rose 5.3%, fire and natural disaster premiums increased 4.3%, and other damage insurance premiums grew 2%. Planned electricity transmission and distribution network investment totals EUR 5.15 billion for 2025 to 2034.

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