According to @LexSokolin, US data center construction now matches office construction, meaning AI infrastructure build-outs are on par with workplace development, and credit markets are questioning whether project cash flows will arrive quickly enough to service obligations (source: @LexSokolin, X, Dec 6, 2025). For traders, this points to debt-market focus on timing risk in AI-related infrastructure financing and the alignment of revenue ramp with leverage profiles (source: @LexSokolin, X, Dec 6, 2025).