Finland AI experts weigh investment bubble against long‑term opportunity

Investment analyst Timo Heikkilä argues that artificial‑intelligence stocks have surged to unprecedented valuations, prompting a debate over whether the sector represents a speculative bubble or a century‑long growth opportunity. He cites rapid earnings growth and high price‑to‑earnings multiples, noting that past technology cycles make it difficult to predict which firms will emerge as lasting winners.

University of Helsinki professor Kai Puolamäki adds a technical perspective, stating that even AI developers often lack a full understanding of how complex models operate. His research aims to make AI decision‑making more transparent by creating tools to assess model uncertainty, including applications in atmospheric science for aerosol formation studies. Puolamäki emphasizes that while AI will change work practices, it is unlikely to eliminate the need for human oversight.