Cathie Wood

speaker

930 appearances 6 recordings 5 series first heard Jun 2025 last heard 16 Feb

Cathie Wood’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 5 in all, peaking in Feb 2026 with 3.

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Bloomberg Talks · Ark Invest CEO and CIO Cathie Wood Talks Tech, Tesla and Deregulation · 22 Jan 2026 podcast

All of those depreciation schedules will apply to this boom in investment and contribute to it.

So, yes.

In fact, Carol, I was just going to say, many people think we're in a bubble.

And yes, the data center spending last year was about $500 billion.

And you can see all of this in our Big Ideas report.

We just released it yesterday.

And thank you, Bloomberg, for featuring it.

But $500 billion is a two and a half times increase from where it had been trending for years.

So big increase, no doubt about it.

But we think that number needs to go to $1.4 trillion in the next five years to accommodate the AI boom that is now underway and is going to drive productivity gains incredibly.

Well, we are in a technology revolution.

And many people thought that the internet was a technology revolution, and to some extent it was.

But today, instead of just one major platform evolving, we have five.

So robotics, energy storage, AI, blockchain technology, and multi-omic sequencing in the life science space, which we believe is the most profound

application of AI, healthcare.

And so this boom, if you look back at the railroad boom, the amount of investment that we saw back then was about 6% of GDP at its peak, 5% to 6%.

The internet boom

was more like the auto boom in the early 1900s.

It was more in the three to 4% of GDP range.

We believe this, this five platform innovation strategy, or boom, is going to move to 12% of GDP.

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