Daniel Roberts
@danroberts0101
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NASDAQ: IREN Co-Founder / Co-CEO Bitcoin & AI Data Centers
Joined December 2015
What do coal and compute for AI have in common? More than you might think... 🛢️💻🤖 Back in the 19th century, the steam engine made coal use more efficient. However, instead of reducing coal consumption, demand surged, ushering in the industrial revolution—a phenomenon known as
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$1.0bn $IREN convertible: • 0% coupon • No dilution until ~$120/share (100% premium) • Best priced >5yr convertible w/ no put since 2021 • Strong long-only order book • 3rd convertible issuance in 10 months Congrats to the team!
$IREN is pleased to announce the closing of its $1.0 billion convertible notes offering. Key details of the transaction: - Oversubscribed $875m offering, plus $125m greenshoe - Net proceeds of approximately $979.0m - 0.00% coupon, 42.5% conversion premium - No put option for
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Securing our borders to keep fentanyl out of our country.
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$IREN is pleased to announce the closing of its $1.0 billion convertible notes offering. Key details of the transaction: - Oversubscribed $875m offering, plus $125m greenshoe - Net proceeds of approximately $979.0m - 0.00% coupon, 42.5% conversion premium - No put option for
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The Fourth Industrial Revolution is defined by GPUs as the new workers. i.e. millions of computers inside AI factories, turning raw data into intelligence. Everyone talks about Time to Power. An even bigger bottleneck is Time to Data Center… or more simply, Time to Compute.
“We’re living through the Fourth Industrial Revolution. Every past industrial revolution was defined by factories and the workers inside them. This time, it’s different. Inside these new AI factories, the “workers” aren’t people on assembly lines – they’re GPUs, clustered
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Big few months ahead as we bring online one of the world’s largest liquid-cooled AI data centers. 50MW of direct-to-chip IT load, with day one rack density of 200kW!
At $IREN, we’re building not just what AI demands now, but what AI demands next.
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Even when the govt shuts down, they keep printing They print, We Stack A currency Debasement Hedge Reshare if you agree STKd 100% Bitcoin & 100% Gold ETF (BTGD)
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“We’re focused on AI Cloud - moving up the value chain, capturing more of the economics by providing that compute, and building relationships directly with end customers” Catch the replay of $IREN Co-Founder & Co-CEO @danroberts0101 on @CNBCOvertime discussing the latest trends
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$IREN's AI Cloud expansion continues at our Prince George Campus, with data halls transitioning from racks for ASICs to NVIDIA Blackwells as we ready for upcoming GPU installations.
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IREN CEO @danroberts0101 joins Yahoo Finance to discuss surging data center demand amid the AI boom:
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Largest Australian companies by market cap. $IREN on the up!
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Here we go, @danroberts0101 Co-Founder & Co-CEO @IREN_Ltd covering FY25 Results, GPU Growth Strategy and Company Outlook - Enjoy!!! âś…âś…âś… $IREN https://t.co/GGaXvm8Ku7
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$IREN today reported its FY25 results. Key highlights: - Record Revenue of $501m (Including record quarterly revenue of $187m in Q4 FY25) - Record Net Income of $87m - Record EBITDA of $278m - Record Adj. EBITDA of $270m - Expansion to 10.9k GPUs & $200-250m AI Cloud annualized
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$IREN is pleased to announce an expansion of its AI Cloud business. - Purchase of 1.2k air-cooled NVIDIA B300s & 1.2k liquid-cooled NVIDIA GB300s - Expands AI Cloud to approximately 10.9k NVIDIA GPUs - New liquid-cooling installation at Prince George underway - Additional $96m
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Excited to bring latest generation Blackwells to our clients at even greater scale! Because we own the entire infrastructure stack (land, power, data centers, chips, etc.) our ability to meet the growing demands of customers looking for large clusters enables them extremely
$IREN is pleased to announce an expansion of its AI Cloud business. Purchase of 4.2k NVIDIA Blackwell B200 GPUs - Initial commitment made from cash, financing conversations underway - Deploying at Prince George data center - Expands AI Cloud to approximately 8.5k GPUs $102m in
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This CNBC interview is a little dated, but the message still holds. $IREN’s origin story, and our same belief today - data center capacity is highly unlikely to ever keep up with demand.
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1.4GW of data centers - loading...
Construction is progressing at $IREN's 1,400MW Sweetwater 1 site in West Texas! Substation foundations are well underway, laying the groundwork to energize one of the largest grid-connected data center campuses in the world.
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$IREN is pleased to provide our monthly update for July 2025: - Record monthly revenue ($86m) and hardware profit ($66m) - AI Cloud expanded with 2.4k NVIDIA B200/B300 GPUs - Initial B200 shipment completed and fully contracted - 50MW Horizon 1 liquid-cooled AI data center on
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You couldn’t make this up. In a 'free democracy' bureaucrats decide what your kids can watch, because apparently parents can’t be trusted. We’ve gone past nanny state. What do we call it now?
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Very cool. These discoveries are likely to start multiplying as the compounding capability of AI starts kicking in. Super exciting for health and longevity.
Scientists just cracked the multiple sclerosis code after decades of searching. Two specific gut bacteria are triggering the disease, and they've proven it using identical twins and mice. This changes everything we know about MS:
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