Tom Lee, co-founder of Fundstrat, believes that artificial intelligence is currently at the same stage as the internet in 1997, rather than at the dot-com bubble peak in 1999. According to him, the peak of the AI bubble could occur around 2033, well after many observers’ projections. This analysis suggests that the sector still has significant growth potential ahead. Lee bases his assessment on the gradual maturation of AI infrastructure and applications, comparable to the expansion of the internet in the 1990s.
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