Tom Lee, a partner at Fundstrat Global Advisors, expressed optimism about the ongoing AI boom, highlighting NVIDIA Corp's significant role. In an interview, Lee stated that the AI surge doesn't seem like a bubble due to real demand, emphasizing the critical mass AI has reached and its potential to address the skilled worker shortage. Nvidia's CEO, Jensen Huang, also predicted a rise in global demand for AI infrastructure, with countries prioritizing sovereign AI capabilities. The AI boom has notably benefited companies like Nvidia and Microsoft, with Nvidia leveraging AI tools to expedite chip design.