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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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I actually explain exactly the plan here. I wrote an article explaining it. They intend to use several channels to socialize losses. The big ones are the front door. Literal bail outs and subsidies on multiple levels. The back door is passing it on to passive investors. At the beginning of next year we will see a near total economic collapse as this bubble bursts. Once it does passive investors will be wiped out. A whole generation of retirement savings and pension plans wiped out while simultaneously the fed will bail out the major players. Here is the article https://themildtake.com/articles/2026-06-05-priced-for-rescue/. Most people picked up on this when SpaceX went public. What they didn't mention was even if your in the S&P that only shields you from a single bad player and a minor one at that. Microsoft, oracle, google all these big hyperscalers and service providers renting that compute are all going to take a dive.
If they do get bailed out, people better make sure they’re armed when they’re protesting because they’re almost certainly going to use illegal force to quash dissent of their theft.
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.
Great article. Thanks.