Sterling Infrastructure, Inc.

All right. Thank you, everyone, for attending.

We are very pleased to have Joe Cutillo, the CEO of Starling Infrastructure, for a one-on-one discussion. We're going to talk about something we haven't discussed the entire conference, AI and data centers. Joe, you're obviously a leader in the space, and you have a lot of forward visibility being part of what's become an ever-increasing bottleneck around advanced facilities. So great to have you on. Would love a brief introduction, and then we can get into some Q&A.

Yeah, so I appreciate everybody taking the time. Joe Cutillo, CEO of Sterling Infrastructure. We focus, when we talk about the AI space, in the site development and the electrical aspects of the build-out. And as we get into the questions, I can tell you right up front, we've had a lot of questions around slowdowns, delays, pauses, all the political rhetoric. I can tell you firsthand, we've seen no delays, no pauses, no push-outs, no cancellations. Every week we hear from our customer base, which is the biggest hyperscalers in the U.S., along with the second tier below them, how do we do more faster? And so it's interesting in today's world and in today's market. I read the newspaper, and I hear and see one thing, and I talk to our teams, and I talk to our customers, and it's 180 degrees from what we're reading.