Daniel RobertsCo-Founder & Co-CEO, Iris Energy Limited (IREN)
8 recorded appearances
Roberts explains the emergence of "neoclouds" and where they sit relative to hyperscalers in the data-centre stack, arguing the required compute build-out is far larger than current capacity implies.
Speaking to Ed Ludlow at Dell Technologies World, Roberts discusses IREN's strategic partnership with Nvidia worth up to $2.1 billion and how the Dell and Nvidia relationships accelerate its AI infrastructure build.
In his segment (from 1:18:57), Roberts calls the AI infrastructure build-out "permanent whack-a-mole" and argues the real bottleneck is time-to-compute: even with chips and power secured, deployment speed is the binding constraint.
Fireside chat with analyst Joseph Vafi on IREN's AI infrastructure roadmap, including the expansion to 150,000 GPUs and how the vertically integrated model is funded.
Roberts frames AI data centres as factories whose "workers" are clustered GPUs that never stop, and argues this is what distinguishes the current industrial cycle from previous ones.
With E3 Platforms' Rhea Williams, Roberts argues IREN's vertical integration - owning power, land and build - is what lets it deliver high-performance compute faster and cheaper than lease-based competitors.
Roberts says demand for IREN's AI data-centre capacity outstrips what the company can deliver, and discusses how the bitcoin-mining base is being converted into AI compute.
An investor Q&A following FY25 results in which Roberts takes questions on the AI/HPC pivot, energy pipeline and capital plans.