Marc Rowan, CEO of Apollo Global Management, highlights the extraordinary demand for capital driven by significant U.S. government spending in infrastructure, semiconductors, and green initiatives, while Jonathan Gray of Blackstone emphasizes the critical role of data centers in supporting digital infrastructure. David Solomon of Goldman Sachs and Ted Pick of Morgan Stanley provide additional context on the economic environment, noting the impact of geopolitical tensions, inflation, and evolving market dynamics on capital-raising activities.