Cathie Wood: Treasury yields are at an all-time median and AI inference costs have dropped dramatically

PANews October 3 news: According to an analysis by Cathie Wood, CEO and Chief Investment Officer of ARK Investment Management, on the latest episode of "In The Know," the current 10-year U.S. Treasury yield is at the median level in U.S. history, and the truly anomalous period is not 2026, but the 1970s to the 1990s.

In response to Bill Ackman's views on interest costs and inflation, Cathie Wood pointed out that AI inference costs have achieved a 99.99% annual decline, which will have a profound impact on overall economic prices. In addition, the current money growth rate is close to 5.7%, but it has not yet been reflected in inflation data. She also mentioned that 90% of global data center financing flows to the United States, and emphasized the important indicative significance of the credit default swap (CDS) chart for hyperscale data centers. At the same time, she observed that gold prices peaked when President Trump nominated Kevin Warsh as Federal Reserve Chairman.