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IREN Co-Founder Says AI Bottleneck Is Infrastructure, Not Chips

2026-05-25 07:32:48

Abstract generation in progress

IREN co-founder Daniel Roberts said AI's biggest bottleneck is physical infrastructure and said IREN has secured roughly 5 gigawatts of grid-connected capacity globally. Roberts described a three-layer strategy across physical infrastructure, compute infrastructure, and enterprise software.

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