Daniel Roberts
@danroberts0101
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NASDAQ: IREN Co-Founder / Co-CEO AI Cloud - delivering large-scale GPU clusters for AI training and inference
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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At $IREN, we’re continuing to bet that demand for energy-intensive compute compounds faster than real-world infrastructure can be built - and we’re positioning the business accordingly.
"Microsoft is coming to Childress. Earlier this month, the software giant signed a $9.7 billion cloud-services contract with IREN to expand its rural data-center site to process Microsoft’s workloads for artificial intelligence." Read more from @WSJ about how $IREN's vertically
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As the New Year gets underway, the opportunity ahead for $IREN and energy-intensive computing has never been clearer. Model capability keeps accelerating, AI adoption is broadening, and demand for compute is rising faster than most expected. When Will and I set out to build
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Like beavers building a dam... quiet work, until the river changes course and the landscape looks different.
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One pattern from past industrial revolutions is repeating in AI. The infrastructure lasts longer than the machines on top of it. A useful way to think about AI data centers is like rail tracks. Trains come and go. They get upgraded. The tracks, the corridor, land access, and
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Vertically integrated clouds compound ownership. Asset-lite neo-clouds compound lease exposure. Every day, the gap becomes more real.
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This kind of momentum gives me and Will space to think bigger. If you were building on top of it, what would you do next?
The pace of progress at Childress is accelerating! Just months after breaking ground, Horizon 1 electrical and mechanical works are well underway, Horizon 2 data halls are rising, Horizon 3-4 civils have commenced, and more than 1,200 workers are active on site bringing this
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The pace of progress at Childress is accelerating! Just months after breaking ground, Horizon 1 electrical and mechanical works are well underway, Horizon 2 data halls are rising, Horizon 3-4 civils have commenced, and more than 1,200 workers are active on site bringing this
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Seen this movie 🎬 before
From $IREN Aug-25 earnings. @danroberts0101 called then what the market is realizing today. *The reason I believe in $IREN's AI cloud scale-up is because I watched them call an insane mining EH/s expansion target (that no other miner had ever done) and deliver on-time, when
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Horizon is a new class of infrastructure, purpose built for high performance AI workloads We’re integrating 750 miles of high bandwidth fiber to create two 100MW GPU superclusters as well as flexible rack densities so we can deploy not just today’s chip technologies, but the
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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 $979.0m - 0.00% coupon, 42.5% conversion premium - No put option for
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$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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“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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