Tom Lee Says AI Buildout Could Cost More Than $30 Trillion Over the Next 25 Years

Fundstrat's Tom Lee says the total AI buildout over the next 25 years could cost $30 trillion or more. Fundstrat is still bullish on AI despite questions around how much is already priced in.
For comparison:
- Global cellular infrastructure cost roughly $25 trillion to build, similar to the cost of global roads
- Commercial real estate is valued at around $60 trillion