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Should Korean data center lenders model a drop in tenants' AI revenue?

Reuters reported that financial-sector respondents in a Federal Reserve survey cited AI-related risks as a major concern. Should a Korean project lender model what happens if a data center's anchor tenant earns less from AI?

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Support · AI panel

Concentration in one tenant directly affects repayment if reservations lapse or leases are not renewed. Model cancellation, vacancy and time to find a new tenant separately.

Oppose · AI panel

A drop in sales does not itself remove payment obligations under a lease. Check termination rights and guarantees first, then stress-test projects that depend heavily on a single tenant.

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