Yesterday’s Financial Times notes the rapid rise of AI exclusions in insurance policies.
That’s only the surface.

This week’s Something for the Weekend goes deeper, showing how AI supply chains are developing their own liquidity risks, where GPU delays, hyperscaler scheduling shifts, Cloud-credit dependency and milestone-based contracts can cascade into vendor fragility back to the Corporate’s own balance sheet.

For carriers, brokers, CFOs and Boards, this isn’t a technology story.
It’s a balance-sheet story.

Read the full analysis here 👉
https://lnkd.in/e3xc9Wvb