Tom Lee: AI Debt Doesn't Mean the Bubble Will Inevitably Burst, AI Will Become the "Third Major Engine" of Economic Growth

Odaily reports: Tom Lee stated that market concerns over debt financing for AI infrastructure are heating up, but the expansion of growth industries has never relied entirely on equity capital, and AI companies taking on more debt does not mean their business models are failing or that the bubble is about to end badly.

Tom Lee believes that AI will become the "third major engine" of economic growth, and investors tend to underestimate the long-term value and diffusion speed of new technologies in their early stages. Within the AI investment chain, he remains bullish on Nvidia, semiconductors, storage, as well as energy and power assets driven by the expansion of computing power.