IREN CEO: AI Power Crunch Threatens Gigawatt Data Center Timelines

📅 May 26, 2026 - NVIDIA may not be the AI infrastructure constraint investors think it is. IREN co-founder and co-CEO Daniel Roberts told Bloomberg Tech recently that a company starting a 1-gigawatt AI factory today might wait until 2030 before compute begins operating, reframing the sector's bottleneck around electricity, grid access, permitting, and construction rather than GPU supply alone.

That is a cold shower for a market still trained to read AI capacity through chip availability. NVIDIA remains central, obviously. No one is running frontier training clusters on vibes. But Roberts' remark points to a slower, more physical constraint: land, transformers, substations, transmission queues, power [...][... Check source for end of article ...]

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