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AI needs $6tn in annual revenue to justify data centre boom, Bain says | The National
(www.thenationalnews.com)
this post was submitted on 30 Sep 2026
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So where do we move the retirement account investments to to avoid the bubble? I think most of mine are in stuff like mid-cap and large-cap funds
Move a slice of the large-cap into ex-US: VEU or VXUS if you can pick ETFs, or your plan's international index fund. Mid-caps are already the less exposed half; you can't dodge the bubble, only cut the concentration.