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IREN Co-Founder Says AI’s Biggest Bottleneck Is Infrastructure, Not Chips

IREN co-founder Daniel Roberts said AI's biggest bottleneck has shifted from chips to physical infrastructure like power, land, and cooling. The company has a $3.4 billion NVIDIA cloud contract and a $9.7 billion Microsoft deal anchoring…

May 22, 2026 3 min read
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IREN Co-Founder Says AI’s Biggest Bottleneck Is Infrastructure, Not Chips

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