The Minutes

Marc Rowan on

infrastructure

7 entries, 2 Oct 2024 to 25 May 2026

On the recordsourced and dated, oldest first

    1. spoken

      Rowan says capital needed for infrastructure, energy transition, and data centers equals all money spent since invention of oil.

      “You're talking about the amount of money that's been spent since the invention of all”

      2 Oct 2024 · Bloomberg Television · 2:29 · source · permalink
    1. spoken

      Rowan asserts the world is simultaneously building infrastructure, energy, manufacturing, defense, and AI, creating the largest capital need ever.

      “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.”

      3 Mar 2026 · Bloomberg Podcasts · 6:28 · source · permalink
    2. spoken

      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.”

      3 Mar 2026 · Bloomberg Podcasts · 6:12 · source · permalink
    3. spoken

      Rowan says simultaneous global buildout of infrastructure, energy, manufacturing, defense, and AI will create largest capital need ever.

      “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.”

      3 Mar 2026 · Bloomberg Live · 21:53 · source · permalink
    4. spoken

      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.”

      3 Mar 2026 · Bloomberg Live · 22:09 · source · permalink
    5. spoken

      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.”

      3 Mar 2026 · Bloomberg Podcasts · 6:22 · source · permalink
    6. spoken

      Rowan says Apollo created a data warehouse for private market pricing and made it available to all dealers.

      “We created a data warehouse. We made that data available to all other dealers. We are not the only market maker.”

      25 May 2026 · Castify Earnings Call · 54:12 · source · permalink

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