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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... show more

The Tech Investor

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10 stocks to buy and hold for the next 10 years: 1/ IREN Iren is redefining data center infrastructure by building THE world’s most efficient platforms for powering AI compute with 100% renewable energy. As the CEO says, the industry is growing so rapidly, "They can't meet the demand". - 3GW Contracted Power - $9.7B $MSFT Contract - Next Hyperscaler deal is inevitable

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The US Department of Energy mapped out all of the current data centers, data centers under construction & data centers currently in the planning stages. We’ve heard for years how vulnerable our grid is. Now we are supposed to believe that it can withstand all of this new demand?

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"Energy Capacity = Economic Capacity" Former Intel CEO Pat Gelsinger on why America's power grid is the ceiling on growth: "We went through 10 to 15 years where essentially I was taking coal offline at the rate I was adding renewables, and essentially the nation was flatlined in terms of overall energy capacity." "So essentially our economic capacity as a nation, flat for fifteen years." "Even with that, we've gone to maybe increasing our national energy capacity 4% per year. Going from essentially zero to one." "Nuclear as base load is a fabulous thing that we want to go build more of. Unfortunately all of our renewables have deep dependencies in China." "Energy capacity somewhat dampens how euphoric we can get on AI. Why build a new data center and buy the million GPUs if I can't power them?" Pat Gelsinger Raghu Raghuram Guido Appenzeller

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Toby Rice (Toby Z. Rice) CEO of ~$30B EQTCorp (NYSE 🏛 : EQT) says fear around AI & data centers is obscuring the bigger energy story: “We're seeing a lot of the techniques that were used to help shut down energy development in this country are now being used to shut down intelligence.” AI is driving massive energy demand. Yet it represents only ~40% of new power generation needs. “The problem is that the conversation starts with fear, & people are concerned about what they're going to lose. People need to be concerned with what we can create.” “We're not just playing for data centers. We're playing for abundance in the world.”

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Gordon Brown, "We are in a make or break decade for our economy" "Our growth levels are half of what they were in the last two or three decades" (when we were in the EU) "Our productivity levels are now lower than it was than at any time since the industrial revolution" "Regional economic inequalities are now so serious that they demand urgent action" "And as a result of that, standards of living for people in this country are beginning to fall" "There has got to be a turn around strategy. We cannot govern the way we have been doing, if we are going to make this decade, where we can see an economic recovery in our fortunes"

Gordon Brown, "We are in a make or break decade for our economy" "Our growth levels are half of what they were in the last two or three decades" (when we were in the EU) "Our productivity levels are now lower than it was than at any time since the industrial revolution" "Regional economic inequalities are now so serious that they demand urgent action" "And as a result of that, standards of living for people in this country are beginning to fall" "There has got to be a turn around strategy. We cannot govern the way we have been doing, if we are going to make this decade, where we can see an economic recovery in our fortunes"

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