Let’s Talk Future™ - An Oppenheimer Podcast
Let’s Talk Future™ - An Oppenheimer Podcast
Oppenheimer
AI Is Booming—But Can We Power It?
23 minutes Posted Apr 15, 2026 at 3:15 pm.
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Show notes

In this episode, Tim Horan, Managing Director and Senior Analyst at Oppenheimer, speaks with Nazar Khan, Co-Founder, COO, and CTO of TeraWulf, about the growing connection between AI, data centers, and energy.

They discuss how rising demand for AI is driving a surge in data center construction—and why access to power is becoming a key constraint.

The conversation also covers how companies are adapting by building more flexible data centers and finding new ways to manage electricity usage.

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