Power bottleneck is the real alpha play right now.
$IREN CEO dropping truth bombs:
AI today = dial-up internet era. You type a complex prompt and wait 15-40 seconds like it's 1999. Once latency drops, demand will go parabolic. Current compute consumption? Not even an appetizer.
The real bottleneck isn't chips or algorithms—it's steel, cement, and power lines. Best GPU in the world is just expensive brick without electricity. Everyone's focused on tech while the physical world is choking supply.
Timeline reality check: Just to confirm if your land can even GET power takes 18-24 months of waiting on utility companies. Building a gigawatt-scale AI facility today? First server boots up in the 2030s.
Energy infrastructure plays looking different now.
$IREN CEO dropping truth bombs:
AI today = dial-up internet era. You type a complex prompt and wait 15-40 seconds like it's 1999. Once latency drops, demand will go parabolic. Current compute consumption? Not even an appetizer.
The real bottleneck isn't chips or algorithms—it's steel, cement, and power lines. Best GPU in the world is just expensive brick without electricity. Everyone's focused on tech while the physical world is choking supply.
Timeline reality check: Just to confirm if your land can even GET power takes 18-24 months of waiting on utility companies. Building a gigawatt-scale AI facility today? First server boots up in the 2030s.
Energy infrastructure plays looking different now.