ARK Investment Management CEO Cathie Wood stated that the current 10-year US Treasury yield sits at the historical median, characterizing the 1970s through 1990s as the true anomaly rather than current market conditions. Responding to views on interest costs and inflation, Wood highlighted that AI inference costs are declining at an annual rate of 99.99%, a trend she expects to profoundly impact overall economic prices.
Wood noted that while the money growth rate is approaching 5.7%, this expansion has not yet manifested in inflation data. She emphasized that 90% of global data center financing currently flows to the United States and pointed to credit default swap charts for hyperscale data centers as key indicators. Additionally, Wood observed that gold prices peaked when President Trump nominated Kevin Warsh to serve as Federal Reserve Chair.
Cathie Wood: AI Inference Costs Drop 99.99% Annually as Treasury Yields Hit Historical Median
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