Futurum Equities CEO Daniel Newman expressed his views on the return on investment for the largest infrastructure buildout in history.

Newman took to X on Thursday to emphasize the importance of patience, stating that expecting massive returns in the initial two years is "idiotic".

He said the AI boom is still in its early stages, arguing that the most valuable applications of the technology have yet to emerge and that its full potential remains largely untapped.

He urged a longer-term perspective, preferably a 5-year horizon, as more reasonable, particularly in relation to the development of artificial intelligence (AI).

"We've barely scratched the surface of AI.