The U.S. AI investment wave is running on borrowed money. Credit markets are now the backbone financing this tech boom, and here's the plot twist—utility companies have quietly become major players in this lending game.

As enterprises race to fund AI infrastructure and cloud expansion, they're tapping credit markets hard. But it's not just tech firms anymore. Utilities are stepping up as significant borrowers, positioning themselves at the center of the energy and infrastructure equation that AI demands.

This shift tells you something: the AI growth story isn't just about innovation—it's about who controls the capital flowing into it. Watch the credit markets closely. They're signaling where the real money's moving next.