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

60-second summary

IREN co-founder Dan Roberts emphasizes AI's biggest bottleneck is infrastructure, not chips, as the company aims to build a vertically integrated AI platform. This strategy involves spanning power, data centers, GPUs, and enterprise software. IREN's plan seeks to address the infrastructure gap, potentially enabling faster AI development and deployment, which could drive innovation and growth in the AI industry.