Tom Lee Says AI Debt Concerns Are Rising, Keeps Bullish View on Nvidia and Related Assets

Tom Lee said concerns are rising over debt financing for AI infrastructure, but he argued that expanding growth industries do not rely entirely on equity capital. He said increased borrowing by AI companies does not mean their business models have failed or that a bubble is about to end badly. According to Odaily, Lee said AI will become the economy's third major growth engine and that investors often underestimate the long-term value and adoption speed of new technologies in their early stages. He said he remains positive on Nvidia, semiconductors, memory chips, and energy and power assets driven by expanding computing demand.