AIG CEO on Earnings, Shipping in Hormuz, AI Buildout
THE SO WHAT
When a global insurer frames the AI buildout and chokepoints like the Strait of Hormuz as opportunity, it’s a signal that infrastructure and geopolitical risk are now core pricing variables, not edge cases. If you’re building or buying large AI capacity, expect more scrutiny on your physical footprint and supply routes from both underwriters and boards.
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