Traditional finance players are getting nervous. Word on the street is that major institutional investors are raising red flags about how much debt tech giants are piling up to fund their AI buildouts. The concern? We might be watching another bubble inflate in real-time. These companies are leveraging themselves to the hilt, racing to dominate the AI infrastructure space, but the math is starting to worry the suits. When Wall Street starts sweating about overleveraged plays in a hyped sector, it's usually worth paying attention. The parallels to past market frenzies aren't lost on anyone watching closely.