I read it as the opposite. There's a certain amount of processing and storage the world needs, and if the majority of that is happening in the US, that's better for the US due to more jobs and more oversight by law enforcement (FBI, NSA, etc). It's also indicative that the tech industry is stronger in the US than elsewhere, which can be good for investors.

That said, it's a completely worthless if it's just an indicator of population density among developed nations. It should be something based on per-capita use of/access to datacenters.