OM DENNE EPISODE
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.
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Oppenheimer CEO & President Robert (Rob) Lowenthal joins Let’s Talk Future™ to reflect on the major developments that shaped 2025 and to outline the innovation, investment, and market dynamics expected to influence 2026. Rob discusses the unprecedented scale of AI infrastructure investment, the…
In this episode of Let’s Talk Future, Senior Analyst Tim Horan talks with Eric Brock, CEO of Ondas Holdings, about how drones are transforming industries. From infrastructure inspection to defense and public safety, autonomous systems powered by AI are creating massive growth opportunities. As tech…
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From warehouses to highways, robotics and autonomous systems are moving from hype to real-world adoption. In this episode of Let’s Talk Future, Jane Ross sits down with Colin Rusch, Managing Director and Head of Oppenheimer’s Sustainable Growth & …
Rising healthcare costs, elevated utilization, and regulatory uncertainty are putting pressure on the U.S. healthcare system. In this episode of Let’s Talk Future, Michael Wiederhorn, Managing Director & Senior Analyst for Healthcare Providers & Services at Oppenheimer, explains the forces …
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