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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

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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

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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$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.

$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.

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Mahindra Susten is in the business of renewable energy. We establish solar & wind energy plants. But right from our inception, we realized that education is the most powerful form of energy in a community. We work just as hard to renew that energy….

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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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🚨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.

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We have to have reliable, affordable energy without passing the cost on to consumers. Before we scale data centers and AI, we need energy on demand. We will protect our resources, support smart growth, and make sure this is done the right way. Opportunity is there, but it has to be on the people of Florida’s terms. #JayForFlorida #JayForFLGov

We have to have reliable, affordable energy without passing the cost on to consumers. Before we scale data centers and AI, we need energy on demand. We will protect our resources, support smart growth, and make sure this is done the right way. Opportunity is there, but it has to be on the people of Florida’s terms. #JayForFlorida #JayForFLGov

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Last year, $IREN CEO Dan Roberts discussed how the company was never just a Bitcoin miner. In 2018, Dan and his brother had a vision that the future world would need more HPC data centers. At the time of this interview IREN was trading at $7 and had 2.3 GW secured.

Last year, $IREN CEO Dan Roberts discussed how the company was never just a Bitcoin miner. In 2018, Dan and his brother had a vision that the future world would need more HPC data centers. At the time of this interview IREN was trading at $7 and had 2.3 GW secured.

Blockspace

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🚨 BREAKING: Dan Roberts, $IREN CEO $IREN is expected to generate $3.5B to $3.4B in revenue in 2026. Number of analysts are saying we need 45 GW of new data centers by 2028. We’ve got 3 GW. —— OMG That’s 6.6% of the projected TAM.

🚨 BREAKING: Dan Roberts, $IREN CEO $IREN is expected to generate $3.5B to $3.4B in revenue in 2026. Number of analysts are saying we need 45 GW of new data centers by 2028. We’ve got 3 GW. —— OMG That’s 6.6% of the projected TAM.

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$IREN CEO Dan Roberts was asked if he is all in on AI or still involved in bitcoin mining “The future is AI. As I mentioned, less than 2% of our power is capable of generating $500 million of annualized revenue”

$IREN CEO Dan Roberts was asked if he is all in on AI or still involved in bitcoin mining “The future is AI. As I mentioned, less than 2% of our power is capable of generating $500 million of annualized revenue”

Small Cap Snipa

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🚨 Sam Altman: there's a very important thing happening. I did not expect 3 or 6 months ago to be at this point we're at now” We now have a confirmed reason why OpenAI pulled out of Sora and it was as most of us expected - because they needed to concentrate all of their compute and product capacity into their next generation of models and automated agents. Sam says: "We have a few times in our history realized something really important is working or about to work so well that we have to stop a bunch of other projects. In fact, this was the original thing happened with GPT-3. We had a whole portfolio of bets at the time... we shut down many projects that were working well like robotics... so that we could concentrate our compute, our researchers, our effort into this thing that we said, okay, there's a very important thing happening." "I did not expect 3 or 6 months ago to be at this point we're at now, where something very big and important is about to happen again with this next generation of models and the agents they can power." "We need to concentrate our compute and our product capacity into these next generation of automated researchers and companies... the note under the note is it's about compute. It's always about compute."

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We talked to Carl Pei (Co-Founder & CEO Nothing) about the future of AI in smartphones. "The smartphone is one of the best devices for applied AI." "It has the distribution, but it also has the data." "I do believe that in the next 10 years we will all be carrying another sensor as well." "Sometimes the phone is in our pockets and we need another sensor to capture data for us."

We talked to Carl Pei (Co-Founder & CEO Nothing) about the future of AI in smartphones. "The smartphone is one of the best devices for applied AI." "It has the distribution, but it also has the data." "I do believe that in the next 10 years we will all be carrying another sensor as well." "Sometimes the phone is in our pockets and we need another sensor to capture data for us."

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Compute is the scarcest resource in AI, and demand keeps growing. On the OpenAI Podcast, our CFO Sarah Friar and Khosla Ventures founder Vinod Khosla talk to host Andrew Mayne about the demand for compute and how we get the benefits of AI to more people.

Compute is the scarcest resource in AI, and demand keeps growing. On the OpenAI Podcast, our CFO Sarah Friar and Khosla Ventures founder Vinod Khosla talk to host Andrew Mayne about the demand for compute and how we get the benefits of AI to more people.

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Capacity is old thinking. With AI and data centers, we need to measure capabilities over capacity. 1% flexibility = 15 gigawatts saved in ERCOT. That’s what researchers at Duke found: if Texas AI data centers flexed just 1% of their hours, it could offset the equivalent of 15 GW of new load. We keep talking about AI terms of gigawatts and capacity. But we should be focused on gigawatt-hours and capabilities. More energy spread across the year can mean economic growth, re-shoring of American manufacturing, lots of jobs, winning the global race for AGI, AND lower costs for small consumers, if we use energy wisely. Key takeaways from my conversation with Lynne Kiesling: ⚡ Capacity is old thinking, digital tech enables capabilities ⚡ Demand flexibility is valuable, but we don't have price signals for all forms of flexibility yet ⚡ AI data centers can be part of the solution, not just the problem The bottom line: AI demand doesn’t have to break the Texas grid. If we build flexibility into the system, it could strengthen it. 👉 Full conversation in the comments.

Capacity is old thinking. With AI and data centers, we need to measure capabilities over capacity. 1% flexibility = 15 gigawatts saved in ERCOT. That’s what researchers at Duke found: if Texas AI data centers flexed just 1% of their hours, it could offset the equivalent of 15 GW of new load. We keep talking about AI terms of gigawatts and capacity. But we should be focused on gigawatt-hours and capabilities. More energy spread across the year can mean economic growth, re-shoring of American manufacturing, lots of jobs, winning the global race for AGI, AND lower costs for small consumers, if we use energy wisely. Key takeaways from my conversation with Lynne Kiesling: ⚡ Capacity is old thinking, digital tech enables capabilities ⚡ Demand flexibility is valuable, but we don't have price signals for all forms of flexibility yet ⚡ AI data centers can be part of the solution, not just the problem The bottom line: AI demand doesn’t have to break the Texas grid. If we build flexibility into the system, it could strengthen it. 👉 Full conversation in the comments.

Doug Lewin

11,559 görüntüleme • 10 ay önce

🚨 WE’RE NOT BULLISH ENOUGH! 56% of my portfolio is in $IREN, $CIFR, $NBIS, $TE = AI/HPC, GRID & ENERGY. Spend 45 seconds watching this clip, and you’ll know why. 1. $CIFR has an elite team of ex-hyperscaler specialists from $GOOG, $META, and $AAPL optimizing every site. 2. The next couple of years will see more acquisitions, more sites, more deals in AI data centers. 3. $IREN secured a $9.7B AI cloud contract with $MSFT. $CIFR inked a $5.5B lease with $AMZN AWS and has a stake from $GOOG. 4. $NBIS landed $3B with $META and multi-billion with $MSFT. 5. J.P. Morgan forecasts AI infrastructure capex for data centers hitting $1.4 trillion annually by 2030, tripling near-term levels. 6. Jon Gray, President and COO of Blackstone Inc., stated in his latest presentation: “It starts with the picks and shovels, with things like chips, data centers, and power at massive scale. We have really focused on the right two circles here.” (Refering to data centers and power) 7. $NVDA’s Jensen Huang: “We wish we had more compute energy.” 8. The current administration pushes AI, energy, and defense with plans for massive power plants to fuel the AI boom. Onwards, -BP Not financial advice. Turn on notifications 🔔 for alerts on new posts.

🚨 WE’RE NOT BULLISH ENOUGH! 56% of my portfolio is in $IREN, $CIFR, $NBIS, $TE = AI/HPC, GRID & ENERGY. Spend 45 seconds watching this clip, and you’ll know why. 1. $CIFR has an elite team of ex-hyperscaler specialists from $GOOG, $META, and $AAPL optimizing every site. 2. The next couple of years will see more acquisitions, more sites, more deals in AI data centers. 3. $IREN secured a $9.7B AI cloud contract with $MSFT. $CIFR inked a $5.5B lease with $AMZN AWS and has a stake from $GOOG. 4. $NBIS landed $3B with $META and multi-billion with $MSFT. 5. J.P. Morgan forecasts AI infrastructure capex for data centers hitting $1.4 trillion annually by 2030, tripling near-term levels. 6. Jon Gray, President and COO of Blackstone Inc., stated in his latest presentation: “It starts with the picks and shovels, with things like chips, data centers, and power at massive scale. We have really focused on the right two circles here.” (Refering to data centers and power) 7. $NVDA’s Jensen Huang: “We wish we had more compute energy.” 8. The current administration pushes AI, energy, and defense with plans for massive power plants to fuel the AI boom. Onwards, -BP Not financial advice. Turn on notifications 🔔 for alerts on new posts.

Black Panther Capital

58,387 görüntüleme • 6 ay önce

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"

Farrukh

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The difference between a Harvard Business School student and a Founder. HBS STUDENT: Lists all the reasons AI Space Compute is hard. FOUNDER: “ I don't disagree with you that building data centers in space is hard. Building data centers in space is extremely hard. . . If you think [demand] is going to double in the next three years - demand for energy from just data centers - and then double in the next three years after that, and then double in the next three years after that, then: We don’t have a choice. We literally have to put data centers in space. So we have to figure this stuff out.” Philip Johnston Starcloud Founders solve problems. Founders KNOW it will be HARD and do it anyway because it simply NEEDS TO BE DONE. That is founder mindset - and that mindset is what Harvard Business School can’t teach.

The difference between a Harvard Business School student and a Founder. HBS STUDENT: Lists all the reasons AI Space Compute is hard. FOUNDER: “ I don't disagree with you that building data centers in space is hard. Building data centers in space is extremely hard. . . If you think [demand] is going to double in the next three years - demand for energy from just data centers - and then double in the next three years after that, and then double in the next three years after that, then: We don’t have a choice. We literally have to put data centers in space. So we have to figure this stuff out.” Philip Johnston Starcloud Founders solve problems. Founders KNOW it will be HARD and do it anyway because it simply NEEDS TO BE DONE. That is founder mindset - and that mindset is what Harvard Business School can’t teach.

Amy

19,909 görüntüleme • 5 ay önce

Dwyane Wade says he was ‘satisfied’ with how successful the Big 3 were in 4 years: “We came together to win rings. Our goal at that time sitting in that room, we wanted to play together for a long time. You know after 4 years going to the finals each year, the taxing of our body, mentally what we was dealing with everyday. I think for everybody when we broke up it was kind of a breath of fresh air. We won 2 rings in 3 years once we got that first one. So many people that can’t say they won one… We completed our goal by winning multiple championships.”

Dwyane Wade says he was ‘satisfied’ with how successful the Big 3 were in 4 years: “We came together to win rings. Our goal at that time sitting in that room, we wanted to play together for a long time. You know after 4 years going to the finals each year, the taxing of our body, mentally what we was dealing with everyday. I think for everybody when we broke up it was kind of a breath of fresh air. We won 2 rings in 3 years once we got that first one. So many people that can’t say they won one… We completed our goal by winning multiple championships.”

Heat Central

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