The AI Refresh: From Spending to ROI

Could cheaper AI increase demand for computing? Jane Rossreunites with Oppenheimer’s Rick Schafer and Tim Horan to examine the next phase of the AI buildout. They discuss chip and power constraints, the applications driving adoption, and the financing needed to keep expansion moving. Plus, why robotics may take longer to scale and what they’re watching across semiconductors and digital infrastructure. Oppenheimer Transacts Business on all Principal US Exchanges and is a Member of SIPC 9120851.1