Global tech giants are aggressively increasing capital expenditure in Artificial Intelligence, sparking debate about a potential investment bubble. Taiwanese venture capitalist Lee Chun-yu suggests this AI surge differs from previous tech booms, remaining in its early stages of long-term industry development. He highlights significant ongoing investment as a key indicator, despite inflated valuations in some areas. Concerns exist regarding the sustainability of current high valuations, mirroring the dot-com bubble of the early 2000s. However, Lee argues the utility of AI across various sectors provides a stronger foundation than previous speculative technologies. He emphasizes that true AI implementation is still nascent, positioning the industry for continued growth, though not without potential volatility. Further development and broader accessibility remain crucial for sustained progress.