[AI-related debt jumped 99% over the past year](https://www.marketwatch.com/story/ai-related-debt-jumped-99-over-the-past-year-its-a-shock-to-the-system-for-investors-b47ce4ea?mod=mw_rss_topstories) — and the math is starting to break. [INFERENCE] Meta and Amazon are leading a trillion-dollar capex spree, but here's the problem: when portfolio managers hit their single-name concentration limits (typically 5-7% for large-caps), they'll have to trim positions simultaneously across megacaps.

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