For the past two years, the AI race has been defined by one question: who can get enough Nvidia Corp. (NASDAQ:NVDA) chips? According to IREN Ltd. (NASDAQ:IREN) co-founder and co-CEO Daniel Roberts, investors may soon be asking a very different question.
Speaking recently to Bloomberg Tech about the state of AI infrastructure, Roberts said a company looking to build a 1-gigawatt AI factory today likely would not get its first compute online until 2030.
The Next AI Bottleneck
The comment highlights a growing challenge facing the AI industry as hyperscalers, model developers and data-center operators race to expand capacity.
While much of Wall Street’s attention remains focused on Nvidia’s GPUs, securing the chips is increasingly becoming just one piece of the puzzle.
