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AI Is Booming—But Can We Power It?
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 & Co. Inc. Transacts Business on All Principal US Exchanges and is a Member of SIPC. 8810766.1
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By Oppenheimer
4.9
2929 ratings
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 & Co. Inc. Transacts Business on All Principal US Exchanges and is a Member of SIPC. 8810766.1