CB · Earnings call · 2026Q3T · Full report

Data Center Insurance Demand

Chubb Ltd · 2026-10-20 · Importance 26 · Surprise 24

Management said data center development was currently more heavily in the construction phase, with operational-phase insurance opportunities still ahead. Chubb is active in physical property construction coverage, marine, and surety, and management described surety as a significant opportunity. It said many announced projects had not yet begun construction, with permitting, energy, labor, and supply-chain delays affecting the pipeline of projects to bind. Chubb assesses data center concentration exposure technically across potential single-event losses and perils, using engineering-based risk management.

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