Two uncomfortable questions are hanging over a major tech infrastructure player right now. First: what's the actual price tag on this AI spending spree we're witnessing? The numbers being thrown around for cloud computing buildouts are staggering, and someone's gotta foot the bill. Second concern hits even harder—what's the contingency plan if a key AI partner can't meet their financial obligations? When you're pouring capital into infrastructure deals based on future revenue promises, counterparty risk isn't just a footnote anymore. The AI gold rush has everyone racing to scale, but not everyone's asking whether the business model actually closes. These aren't hypothetical concerns—they're fundamental questions about sustainability in today's AI infrastructure arms race. The market's betting big, but the downside scenarios deserve more airtime than they're getting.