Taiwan's financial regulator is opening more doors for insurance companies to put their long-term money into public infrastructure, a positive for both builders of AI data centers and insurers hunting for steady returns.

• The list of approved projects now includes AI computing centers, undersea cables, yacht marinas, green data centers, smart warehouses and energy-saving services.
• Insurers are most interested in AI computing centers, where demand for power and capacity keeps growing.
• Money already parked in Taiwan's six core strategic industries has climbed from NT$1.81 trillion to NT$2.18 trillion in a year.
• A rule change last October raised how much of an insurer's usable money can go into these projects, from 10% to 15%.
• The idea is to plug private long-term money into government policy goals without putting policyholders at risk.

Outlook: Expect more insurance money to flow into AI and digital infrastructure as regulators keep adding new project types to the approved list.