The Bank of England just dropped a pretty serious warning. They're concerned about the massive AI infrastructure spending spree—we're talking multi-trillion dollars here—being bankrolled by debt. Their worry? This whole thing could come crashing down. It's a legitimate concern when you consider how quickly capital is flooding into AI data centers, chip manufacturing, and cloud infrastructure. The debt-fueled boom might look impressive now, but if returns don't materialize or if interest rates shift, we could be staring at a significant unraveling. Worth keeping on your radar if you're tracking macro risks.