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David Cote

Executive Chairman, Resolute Holdings Management, Inc.

Search every verified David Cote interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. David Cote, executive chairman of Vertiv Holdings, has recently discussed the company's role in the data center industry and the outlook for AI-driven demand. In November 2025, he stated that AI-related data center growth is "very positive for at least the next five years," citing order volumes and growth in AI businesses. He has also described Vertiv's position as providing the "innards of a data center other than the server," including power and cooling systems, and argued that "there's no alternative to a data center for storing information, even for quantum computing." Cote has also commented on the broader need for power infrastructure, saying "we need a lot more power" to support digital transformation and expressing support for deregulation efforts to speed permitting. Cote has also spoken about his involvement with CompoSecure, a company that makes metal credit cards, which listed on the New York Stock Exchange in September 2025. He described the business as "one of those way underestimated value type businesses" and noted its growth since launch. In earlier appearances, Cote discussed his book "Winning Now, Winning Later," which argues that companies can pursue short-term results and long-term investment simultaneously, drawing on his tenure as CEO of Honeywell, where he said the company's market capitalization grew from around $20 billion to nearly $120 billion. He has also commented on topics including immigration policy, stating that the US should seek to attract more "brain power" from around the world, and on the economy, expressing bullishness for 2021 and 2022 based on consumer savings and expected government spending.

Recent appearances

  • Vertiv chairman Dave Cote: AI data-center demand ‘very positive’ for at least the next five years

    November 14, 2025 · 📺 CNBC Television

    Vertiv Chairman Dave Cote joins 'Squawk on the Street' to discuss why he expects AI-driven data-center growth to remain positive for at least five years, how machine-to-machine AI is beginning to reshape business operations, and much more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis. From market futu…

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  • Vertiv executive chairman David Cote: There's no alternative to data centers for storing information

    September 23, 2025 · 📺 CNBC Television

    David Cote, Vertiv executive chairman and former CEO, joins CNBC's 'Squawk on the Street' to discuss AI demand, his reaction to ...

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  • Winning Now, Winning Later: Leadership Lessons from Dave Cote

    January 30, 2025 · 📺 Bold Agendas Podcast

    In today's business landscape, sustainable success requires more than reacting to the pressures of growth and disruption—it demands vision and disciplined execution. In this episode, Mimi and Dave Cote, former Honeywell CEO, discuss running a conservatively bold agenda, the art of industrial innovation, and lessons from Dave's transformative leadership journey.

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  • 'We need a lot more power' to support the digital transformation, says Vertiv's David Cote

    November 15, 2024 · 📺 CNBC Television

    David Cote, Vertiv executive chairman and former Honeywell CEO, joins 'Squawk on the Street' for an impromptu visit to discuss Elon Musk's new data center in Memphis, the need for power supply for data centers, and more.

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  • Leadership, Turnarounds, and the Future of AI with Dave Cote

    July 25, 2024 · 📺 Charles Mizrahi

    Subscribe to Charles' Alpha Investor newsletter today: https://secured.banyanhill.com/journe... Be sure to subscribe to my podcast so you don't miss an episode: https://the-charles-mizrahi-show.capt... In this episode of the Charles Mizrahi Show, we sit down with Dave Cote, former CEO of Honeywell and current Executive Chairman of Vertiv Holdings Co.(NYSE: VRT). Join us as we delve into a compelling conversation about leadership, overcoming business challenges, and the transformative role of AI in the tech industry. Dave shares his journey from leading Honeywell to remarkable success, to…

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  • Ep. 890: David Cote Interview with Michael Covel on Trend Following Radio

    April 16, 2023 · 📺 Trend Following

    Originally broadcast Aug. 3, 2020 --- My guest today is David Cote, the Chairman and CEO of the industrial giant Honeywell over 16 years, David Cote grew the company’s market capitalization from around $20 billion to nearly $120 billion, delivering returns of 800 percent and beating the S&P by nearly two and a half times. Currently, David is Executive Chairman of Vertiv Holdings Co, a global data center products and services provider. He is a member of the Aspen Economic Strategy Group and on the Boards of the Council on Foreign Relations and the Conference of Montreal. The topic is his boo…

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  • Recovery to Growth through Transformational Leadership | David Cote | IndustryNext2021

    December 01, 2022 · 📺 Aftermarket Champions

    Watch David Cote, former Chairman & CEO of Honeywell and the Author of Winning Now Winning Later, at the IndustryNext Conference - “From Recovery to Growth: Rapid Acceleration Through Transformational Leadership”. David Cote shares his mantra on managing conflicting situations with the Industrial OEM leaders. He also talks about his learnings across decades of industrial experience. Learn the importance of aftermarket and how any industrial organization can accelerate their journey towards growth with the help of transformational leadership from one of the most successful leaders of a leading…

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  • UNH CEO Experience - Winning Now Winning Later Insights from an Industry Giant

    August 15, 2022 · 📺 UNH Alumni Relations

    When University of New Hampshire alum, David Cote ’76 became CEO of Honeywell in 2002, the company was on the verge of failure. Under his leadership over the next 16 years, Honeywell’s market cap grew from $20 to $120 billion, delivering returns of 800 percent and beating the S&P by nearly two and a half times. He did it all with a single approach that he shares in a new book urgently needed in today’s tough climate: Winning Now, Winning Later.

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  • UNH Voices of Wildcats: David Cote '76

    October 11, 2021 · 📺 University of New Hampshire

    New Hampshire native David Cote '76 didn’t start with the most linear path through college but used the opportunities he had at UNH to forge a rewarding and successful career in business. Watch David's full commencement speech:    • David Cote '76 UNH 2011 Commencement Speech   View more from the Voices of Wildcats series:    • Playlist   Produced by UNH Communications and Public Affairs

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  • Deming Cup 2016: David Cote

    September 30, 2021 · 📺 Columbia Business School

    On October 25, 2016, Columbia Business School’s W. Edwards Deming Center for Quality, Productivity, and Competitiveness honored David M. Cote, chairman and CEO at Honeywell, and Indra K. Nooyi, chairman and CEO at PepsiCo, with the 2016 Deming Cup for Operational Excellence. In addition, the center bestowed the inaugural Lifetime Achievement Award to Paul H. O’Neill, 72nd Secretary of the US Treasury and former director and chairman at Alcoa, for his legacy of leadership across the public and private sectors over five decades. The Deming Cup for Operational Excellence and Lifetime Achievement…

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  • How Companies Can Succeed in the Short Term While Investing Long Term — David Cote [S.4, Ep.6]

    September 07, 2021 · 📺 Charles Mizrahi

    Be Sure to Subscribe to My Podcast: • https://the-charles-mizrahi-show.capt... He’s the ultimate leader … When David Cote became CEO of Honeywell in 2002, the company was practically in shambles. But under his leadership, Honeywell turned its image around and became the posterchild for positive big company behavior. And as it rose from the ashes, Cote helped his employees succeed alongside him. Cote discusses his book and the importance of solid management with host Charles Mizrahi. Topics Discussed: • An Introduction to David Cote (00:00:00) • CEO of Honeywell (00:05:24) • Surviving Becom…

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  • David M. Cote, Chairman and Chief Executive Officer, Honeywell International

    July 27, 2021 · 📺 Boston College Chief Executives Club

    """America's Debt Crisis"" Hosted by Thomas J. May, President and Chief Executive Officer, Northeast Utilities"

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Notable quotes

“We created 2,500 401K millionaires, and 95% of them were below what we would call the executive level. And the lowest paid millionaire was making $43,000 bucks a year and became a millionaire because of his 401k program. He just put all his money in the company match into Honeywell stock and just left it there. Guys making $43,000 bucks a year and became a millionaire. Okay, if that's not the best advertisement ever ”

“I've never viewed it as a balance. I can remember being asked by investors when I first got to Honeywell, so are you going to be a growth company or a productivity company? And I would tell them yes, the two go together. If you grow you become more productive, and the more productive you are the more you grow. And so the two go together.”

“We created 2,500 401K millionaires, and 95% of them were below what we would call the executive level. And the lowest paid millionaire was making $43,000 bucks a year and became a millionaire because of his 401k program. He just put all his money in the company match into Honeywell stock and just left it there. A guy making $43,000 bucks a year and became a millionaire. Okay, if that's not the best advertisement ever”

“I've never viewed it as a balance. I can remember being asked by investors when I first got to Honeywell, so are you going to be a growth company or a productivity company? And I would tell them yes, the two go together. If you grow you become more productive, and the more productive you are the more you grow. And so the two go together.”

The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →