IREN co-founder says AI’s biggest bottleneck is infrastructure, not chips

Dan Roberts outlines IREN’s strategy to build a vertically integrated AI platform spanning power, data centers, GPUs and enterprise software. What to know : IREN co-founder, Dan Roberts, says owning power, land and data centers creates a long-term competitive moat as global AI demand accelerates. Roberts said AI’s biggest constraint is increasingly physical infrastructure, with power, land and data center capacity becoming more valuable as global compute demand surges. WhiteFiber shares jumped 6% in pre-market trading on Friday, after announcing a five-year AI infrastructure agreement using NVIDIA GPUs in the Paris region.