Rowan describes simultaneous global build-out across infrastructure, energy, manufacturing, defense, and AI.
“As a world, we are building infrastructure. We're building energy. We're doing energy transmission. We're building next gen manufacturing. We're ramping defense, and we're doing this thing called AI and data.”
Rowan describes unprecedented simultaneous global infrastructure spending across US, Europe, and Middle East for AI, energy, and manufacturing.
“S, they want to do in Europe and they're not as well prepared to it and they're doing it in The Middle East and they're doing it elsewhere around the world.”
Rowan claims current capital spending represents unprecedented scale happening simultaneously.
“We're essentially spending every dollar since the creation of fire, and we're doing it all at once.”