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AI needs $6tn in annual revenue to justify data centre boom, Bain says | The National
(www.thenationalnews.com)
This is a most excellent place for technology news and articles.
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.