PANews|Oct 03, 2026 15:25
[Cathie Wood: U.S. Treasury Yields at Historical Median, AI Inference Costs Plummet]
According to Cathie Wood, CEO and CIO of ARK Investment Management, in the latest episode of the 'In The Know' series, the current 10-year U.S. Treasury yield is at the historical median level for the United States. The true anomaly was not in 2026 but rather during the 1970s to 1990s. Addressing Bill Ackman's views on interest costs and inflation, Cathie Wood highlighted that AI inference costs have achieved an annual reduction of 99.99%, which will have a profound impact on overall economic pricing. Additionally, the current monetary growth rate is approximately 5.7%, but this has yet to be reflected in inflation data. She also mentioned that 90% of global data center financing is flowing into the United States and emphasized the significant insights provided by credit default swap (CDS) charts regarding hyperscale data centers.
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