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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: Astore   😊 😞
Number: of 21938 
Subject: Re: Not just energy
Date: 09/07/26 3:20 AM
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I can think of a lot of catastrophies with datacentres.

Swiss Re seems to agree and sees a 91 BN insurance market by 2030.

"AI infrastructure investments create opportunities for risk transfer

Cumulative investment in data centres is projected to exceed USD 6 trillion by 2030, with Swiss Re Institute estimating a related global insurance premium opportunity of USD 91 billion by the end of the decade. According to Swiss Re Institute, around 40% of US data centre capacity is located in significant-to-very-high tornado day zones.

As data centres grow in size and relevance, their risk profile is also becoming more complex. High asset values combined with dependencies on electricity grids, water, technology supply chains and digital infrastructure create potential concentrations across individual sites and wider networks".

swissre.com - Swiss Re sees growing protection needs as risks become more complex and interconnected

Astore
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This community has written 21,448 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 57 recs · 2023
Summary of 2Q 2026 · 54 recs · 2026
3Q Summary · 53 recs · 2024
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