IREN CEO: AI Buildout Is 'Permanent Whack-A-Mole' — And That's The Real Bottleneck
That may be the most accurate description of the industry right now.From GPUs To Power — And Now TimeThe constraints keep shifting. First, it was GPUs (graphics processing unit). Then it became power. Now, according to Roberts, the real bottleneck is something else entirely: "time to compute."Even as companies secure chips and energy, they still can't deploy fast enough. Why? Because AI isn't just software—it's physical.Building data centers means: securing land, connecting to the grid, hiring thousands of ...