The U.S. is witnessing a massive AI infrastructure buildup, with tech giants Meta, Google, and OpenAI collectively funneling massive capital into this sector. We're talking about a $2 trillion surge—a number that's impossible to ignore. But here's the thing: this explosive growth is starting to ripple through credit markets in ways that deserve attention. The sheer scale of these investments is reshaping borrowing dynamics. Financial institutions are getting nervous about the concentration of capital flowing into a single sector. With tech companies competing fiercely for computing power and infrastructure dominance, debt issuance has skyrocketed. The question floating around trading desks now isn't just about AI ROI—it's whether the credit market can sustain this level of expansion without triggering broader economic stress. For investors tracking macro trends and portfolio exposure, this is a signal worth monitoring closely.