IREN Executive Flags Infrastructure as Key Barrier to AI Expansion

TLDR IREN co-founder Daniel Roberts said AI growth is now limited by infrastructure rather than chips. He identified power, land, cooling, and data centers as the main constraints facing AI expansion. IREN is building a three-layer platform covering infrastructure, compute systems, and software tools. The company has secured about 5 gigawatts of grid-connected capacity across [...]

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