Powering the Future of AI

Let’s Talk Future™ - An Oppenheimer Podcast

Generative AI technology has immense potential to boost global economic growth and increase productivity. However, its implementation requires significant computing infrastructure. In this episode of Let's Talk Future, Jane Ross, Tim Horan, Colin Rusch, and Noah Kaye explore the challenges and opportunities of implementing generative AI, focusing on the need for data centers, energy infrastructure, and cooling systems. Together, they discuss the projected growth of AI revenue and the imbalance between data center power supply and demand – they also highlight companies to watch in the cloud and communications, infrastructure, and renewable energy sectors.

The transcript for Powering the Future of AI is made available in a downloadable format.

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