Cathie Wood: 90% of global data center debt financing lands in US at ~8% effective tax
rohanpaul_ai · x · 2026-10-03
On ARK Invest's YouTube channel, CEO/CIO Cathie Wood shared a key data point: roughly 90% of global data center debt financing is landing in the US, and the effective corporate tax rate is only about 8% because data centers can write off 100% of their cost in year one.
She argues that the refund cash from those write-offs is being poured straight back into more US buildout, creating a rebate-to-expansion loop that concentrates AI compute construction in America.
Related event: Cathie Wood: 90% of Global Data Center Debt Financing Flows to the US(3 posts)→
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