**[IREN Co-Founder: New AI Data Centers Will Further Drive AI Demand, Infrastructure Supply Struggling to Keep Up]** BlockBeats News, August 16 — IREN Co-Founder and Co-CEO Daniel Roberts published an article stating that every new AI data center will further increase, rather than reduce, AI demand. He believes that comparing the current AI infrastructure cycle to past tech booms overlooks the fact that more advanced AI inherently requires greater computing power, and cheaper AI will lead to more usage. Roberts pointed out that every leap in AI capabilities creates new application scenarios that did not exist a year ago, meaning demand can grow at the pace of software development, but supply cannot keep up. The expansion of computing power supply depends on access to electricity, transmission lines, concrete, steel, and a large number of construction personnel, with its growth rate constrained by real-world infrastructure limitations. He stated that in past tech boom cycles, technological advancements often helped supply catch up with demand, but this time, technology itself is driving exponential growth in demand, while the pace of real-world construction cannot keep up fast enough. [Original Link]