Gio Apertazzi

Bill McDermott, CEO of ServiceNow, shares insights on the company's strong quarterly growth, emphasizing AI's role in enterprise automation. Scott Strasing from GE Vernova discusses advancements in energy solutions and the importance of new infrastructure to meet rising demand. Gio Apertazzi of Vertiv highlights the significance of data centers in a tech-driven future. The discussions reflect on adapting investment strategies amid political fluctuations and the ongoing confidence in artificial intelligence's impact on the market.