maybe not. There could be mass unemployment and all the big dogs could also lose from the buildout while smaller players (non-public) take over. It could be a lycos / yahoo / google situation where there was no "winner" to invest in during the initial dotcom crash, and there was large-scale disruption all the same.
The dotcom crash has nothing to do with the AI build out
I'd like to note that "the sector that employs you" should be part of any diversification planning.
A stretch of unemployment can be weathered with good investments, and depressed investments can be weathered by staying employed, but both together forces people to "sell low".