Tom Lee, a prominent market analyst, has declared that the stock market has reached its bottom and anticipates a rebound into the summer. This statement has been noted by investors tracking the S&P 500 ($SPY). Major technology companies including Alphabet, Amazon, Meta, and Microsoft are planning to significantly increase their capital expenditures in 2025, with a focus on AI infrastructure. These companies are collectively expected to invest hundreds of billions of dollars, driven by the demand for computing power despite advancements in efficient training methods for AI models. Meta, in particular, is betting on a multiyear surge in AI demand, although it acknowledges uncertainties regarding future AI chip needs. The company's commitment to AI is part of a trend among tech giants to ramp up AI spending, which is seen as sustainable and potentially profitable. Projections suggest that by 2028, the top four to five big tech companies could be spending over $1 trillion annually on AI. This investment is viewed as sustainable and profitable, with Nvidia's chips and production from TSMC playing a crucial role. Tom Lee also commented on the strength of AI spending, reinforcing a bullish outlook for AI companies. This sentiment is echoed by other market analysts who believe that despite recent consolidations in AI stocks like Nvidia ($NVDA), Palantir ($PLTR), Super Micro Computer ($SMCI), and Advanced Micro Devices ($AMD), the long-term positive thesis for AI investment remains intact.