AI Is Booming—But Can We Power It?

About this episode

Tim Horan interviews Nazar Khan about the impact of AI on data center construction and energy management.

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

People in this episode

Host: Tim Horan

Guest: Nazar Khan

Topics covered

• AI
• data centers
• energy

Keywords

• power
• electricity usage
• flexible data centers

Mentioned in this episode

Products: TeraWulf

Places: US

More episodes of Let’s Talk Future™ - An Oppenheimer Podcast

• Private Credit: Beyond the Headlines · March 26, 2026 · 20 min
• The Investable Age of Space · February 26, 2026 · 23 min
• The Housing Affordability Crisis and What Comes Next · January 27, 2026 · 17 min
• The Big Shifts Ahead: A 2026 Outlook · December 16, 2025 · 17 min
• Costs, Coverage and the Future of Healthcare · November 24, 2025 · 16 min
• Ag Tech: The Future of AI is Human · November 6, 2025 · 22 min