Growth while Insulating 401k from AI/Datacenter Bubble risk?

Like everyone else I’m watching the AI/Datacenter doomerism. Like many but not all, I’ve done some of my own research - I have concerns. Unlike most, I’ve spent a lifetime in a casual hobby reading about the history of technology and invention. That education makes my concern more concerning. So I have two questions. for the sub. How true is it that the various AI company risks seems to be widely present in all sorts of mutual funds, etf’s, and bond funds (via the funding structure for Datacenter build out)? 2) where are you all investing to get returns that are not just driven monetary inflation, which steps around the whole AI/Datacenter space, and which can be used in a 401k?