There's growing friction around AI infrastructure costs. One concern circulating through tech circles: if major tech firms get forced to shoulder the full burden of data center investments, what happens to America's ability to scale? Some worry it could create a drag on expansion just when the US needs to keep pace globally on the AI front. The competitiveness angle matters here—who builds the backbone of AI infrastructure often shapes who leads in the space. Slower buildout domestically could hand advantages to competitors elsewhere.