Revenue-Based Financing Model for AI Hardware

The brokerage's approach centers on using GPUs as the basis for future-revenue-backed financing — a structure in which lenders provide capital against expected income generated by AI computing hardware, rather than against traditional collateral such as real estate or corporate credit.

The model addresses a growing financing need among domestic and international AI infrastructure operators, where the high upfront cost of GPU purchases often outpaces conventional lending capacity. By treating GPU future revenue as a repayable asset, securities firms can extend credit to operators building out data center capacity.

The precise size of Korea Investment & Securities' planned exposure and the specific counterparties involved were not detailed in the available materials.

Securities Firms Enter the AI Infrastructure Market

Korea Investment & Securities' move reflects a broader push by Korean financial institutions to participate in the AI infrastructure buildout, which has been driven by hyperscaler and enterprise demand for AI training and inference capacity. Brokerages, historically focused on securities underwriting and asset management, are increasingly competing to structure project finance and alternative lending products tied to AI assets.

The available materials did not confirm regulatory review of these structures or identify specific transactions that have closed.

Conclusion

Korea Investment & Securities is indeed pursuing AI infrastructure financing with GPU future revenues as the funding basis, though key details remain undisclosed. The claim is Mostly True.