Treasury yields have climbed to their highest level since 2007, increasing the cost of financing the AI infrastructure buildout. JPMorgan Chase estimated in June that $4.1 trillion in AI-related debt will be issued through 2030 as data center companies and other businesses tied to the AI boom expand capacity. Companies have so far absorbed the higher borrowing costs, but some investors are becoming concerned about future financings. CRWV is listed in the article.