https://syaala.com/blog/credit-filter-colocation-2026
The infrastructure layer under AI compute is financed in a way that most operators and engineers don't fully understand. This matters practically: if you're evaluating colocation options for a 1-10 MW GPU cluster build out, the financing structure of the facility you're trying to rent from determines whether your tenancy profile will even be considered - not just whether you can pay the bill.
Here's the mechanism: Moody's Long Term Credit Tenancy (LTCT) framework sets two conditions before a data center construction loan qualifies for investment grade debt treatment. One of those conditions is a lease term requirement that most midmarket technology companies structurally can't satisfy.
This is the specific reason 1.4% vacancy in primary markets doesn't translate to 1.4% available supply for the operators who actually need it.
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