The Tech Investor
@TheTechInvest • 62,871 subscribers
Fulbright Fellow & Cambridge PhD Reject Turned Full-Time Investor | All-In On AI Infrastructure | Stocks That Can Double In 12 Months | MA @Dartmouth | NFA
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Videos
![🚨[NEW INTERVIEW] $IREN CEO Dan Roberts: If you want to start today and build an AI GIGAWATT FACTORY, you’re looking 20 and 30 years before you get the first compute online. That’s why $IREN has the strongest moat in the sector.](https://image.24vids.com/tw-2056418102141735267/amplify_video_thumb/2056417958092558336/img/KZ9dTB8G1YYBIFoR.jpg)
![🚨NEW INTERVIEW🚨 $IREN CEO DAN ROBERTS WITH NEW BOMBSHELLS: 1. Our pipeline is a secured grid connected portfolio. 2. We didn’t start as a $BTC miner. We started as a data center platform. 3. We expect power access to become more challenging. 4. We have a multi GW pipeline for that reason. 5. That pipeline is a secured grid connected portfolio. 6. In our view, [we] can roughly generate $10M per MW versus 1.5 to $2M in colocation.](https://image.24vids.com/tw-2031620984541753826/amplify_video_thumb/2031620640143269888/img/rp5I-hKpZy-jDfYD.jpg)
🚨NEW INTERVIEW🚨 $IREN CEO DAN ROBERTS WITH NEW BOMBSHELLS: 1. Our pipeline is a secured grid connected portfolio. 2. We didn’t start as a $BTC miner. We started as a data center platform. 3. We expect power access to become more challenging. 4. We have a multi GW pipeline for that reason. 5. That pipeline is a secured grid connected portfolio. 6. In our view, [we] can roughly generate $10M per MW versus 1.5 to $2M in colocation.
The Tech Investor162,504 次观看 • 3 个月前
![All-In Podcast Interview with $IREN CEO Dan Roberts: We were doing [data centers] in a scale that amazed people at the time, like 750MW as our flagship Texas site, 4 years ago was unheard of. $MSFT deal is 5% of our capacity. For us, the constraint is the time to compute. We have used 100% renewable energy since inception. We cannot meet demand. AI is inevitable.](https://image.24vids.com/tw-2036234920427708686/amplify_video_thumb/2036233944115585024/img/J4J1Foru0jPv1U78.jpg)
All-In Podcast Interview with $IREN CEO Dan Roberts: We were doing [data centers] in a scale that amazed people at the time, like 750MW as our flagship Texas site, 4 years ago was unheard of. $MSFT deal is 5% of our capacity. For us, the constraint is the time to compute. We have used 100% renewable energy since inception. We cannot meet demand. AI is inevitable.
The Tech Investor127,588 次观看 • 2 个月前
![$IREN CCO KENT DRAPER TALK ON AI GIGAFACTORIES $IREN CCO Kent Draper: We were ready for this moment [AI and HPC] and been exploring it for a number of years but the market wasn’t there to make it commercially viable. When the business was founded, our two co-founders have a background in large scale institutional infrastructure banking, and they could see this infliction in the industry where the world was becoming more data dependent. It was very obvious to them that we were going to need power-dense compute, particularly with access to renewables, which is a big part of our story. Design [of data centers] is the easy part. Delivering infrastructure at this scale is not simple. I think our minds this was never actually a pivot for us. Lenovo SVP Vlad Rozanovich: Time to first token is a metric that so many people like $IREN look at because it’s how you maximize value and profit as soon as you can. Daniel Newman: You can’t have a bubble and have AI eating every industry, either too good or not good.](https://image.24vids.com/tw-2036703414730567977/amplify_video_thumb/2036703154952114176/img/RfJtzqxBzZvutxck.jpg)
$IREN CCO KENT DRAPER TALK ON AI GIGAFACTORIES $IREN CCO Kent Draper: We were ready for this moment [AI and HPC] and been exploring it for a number of years but the market wasn’t there to make it commercially viable. When the business was founded, our two co-founders have a background in large scale institutional infrastructure banking, and they could see this infliction in the industry where the world was becoming more data dependent. It was very obvious to them that we were going to need power-dense compute, particularly with access to renewables, which is a big part of our story. Design [of data centers] is the easy part. Delivering infrastructure at this scale is not simple. I think our minds this was never actually a pivot for us. Lenovo SVP Vlad Rozanovich: Time to first token is a metric that so many people like $IREN look at because it’s how you maximize value and profit as soon as you can. Daniel Newman: You can’t have a bubble and have AI eating every industry, either too good or not good.
The Tech Investor25,559 次观看 • 2 个月前
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