How Pension Funds Rewrote Exit Strategies Around AI Spending, Tech Infrastructure, and Data Centers

https://technivorz.com/when-markets-break-the-rules-why-solid-fundamentals-still-lose-money-and-what-happens-next/

Pension funds reallocated an estimated $120 billion toward AI-related infrastructure between 2022 and 2024 The data suggests institutional flows away from concentrated public tech positions and into physical infrastructure have moved from