Daniel Roberts: AI data center expansion drives up demand, infrastructure construction lags behind

Daniel Roberts, co-founder and co CEO of IREN, stated that the addition of AI data centers increases the demand for AI, and AI capabilities leap to create new application scenarios, with demand growing at a software rate. The expansion of computing power supply is limited by electricity, transmission lines, concrete, steel, and construction personnel, and the speed of infrastructure construction in the real world cannot keep up with the growth of AI demand.