According to Lex Sokolin, global AI infrastructure spend is tracking toward $6.7–$7 trillion by 2030, including about $5.2 trillion for AI-specific data centers, source: Lex Sokolin (X, Dec 6, 2025). He states the buildout is financed with debt backed by future data center revenue, forming a circular investment loop measured in trillions, source: Lex Sokolin (X, Dec 6, 2025). For crypto and cross-asset traders, these debt-financed capex and revenue assumptions are key reference points when monitoring AI-linked narratives and liquidity conditions, source: Lex Sokolin (X, Dec 6, 2025).