90% of global data center debt financing is landing in the US, says ARK's Cathie Wood
rohanpaul_ai · x · 2026-10-03
ARK Invest CEO and CIO Cathie Wood said in an interview that about 90% of global data center debt financing is now landing in the US. A key driver is tax policy: data centers can write off 100% of construction costs in year one, bringing the effective corporate tax rate to roughly 8%. Those tax refunds are then plowed straight back into more US buildout, creating a reinvestment loop. Source: ARK Invest's official YouTube channel.
Related event: Cathie Wood: 90% of Global Data Center Debt Financing Flows to the US(3 posts)→
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