<description>&lt;p&gt;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.&lt;/p&gt;&lt;p&gt;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.&lt;/p&gt;&lt;p&gt;The conversation also covers how companies are adapting by building more flexible data centers and finding new ways to manage electricity usage.© 2026 Oppenheimer &amp;amp; Co. Inc. Transacts Business on All Principal US Exchanges and is a Member of SIPC. 8810766.1&lt;/p&gt;
</description>

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.© 2026 Oppenheimer &amp; Co. Inc. Transacts Business on All Principal US Exchanges and is a Member of SIPC. 8810766.1

Let’s Talk Future™ - An Oppenheimer Podcast

AI Is Booming—But Can We Power It?

AI Is Booming—But Can We Power It?

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