Co-Founder and Co-Chief Executive Officer, IREN Limited
Search every verified Daniel Roberts interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Daniel Roberts, co-founder and co-CEO of IREN, spoke on the company's FY2026 results call, stating that IREN has contracted $4 billion in annual recurring revenue (ARR), with $1 billion currently operating. He noted that Horizon 1 has been delivered to Microsoft and described the company's funding model as working efficiently across the credit spectrum. Roberts also mentioned that these achievements were made using a fraction of the company's current platform and thanked IREN team members and recent hires from companies including Morantis and Nostrom. During the call, Roberts and other executives discussed strategy around data center buildout and compute purchases, with Roberts indicating the company would continue both expanding data center capacity and acquiring compute over time, citing strong industry demand and a lack of available capacity. He emphasized the need to have all layers of the stack in place to sell compute and said the company would look more closely at using excess liquidity from prepayments and financings in the coming months.
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IREN co-founder and co-CEO Dan Roberts discusses the evolution of neoclouds and their role in data centers on ‘Making Money.’ #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #makingmoney #iren #danroberts #neoclouds #datacenters #ai #technology #cloudcomputing #infrastructure #compute #artificialintelligence #innovation #business #futuretech #digitalinfrastructure #technews #economy Subscribe to Fox Business: https://bit.ly/2D9Cdse Watch more Fox Business Video: https://video.foxbusiness.com Watch Fox Business Network Live: http://www.foxnewsgo.com/ FOX Business Network…
IREN, a vertically integrated AI cloud provider, recently announced a strategic partnership with Nvidia for up to $2.1 billion as part of a broader agreement between the two companies aimed at accelerating the construction of AI infrastructure. IREN CEO Daniel Roberts joins Ed Ludlow on the sidelines of Dell Technologies World in Las Vegas to discuss on "Bloomberg Tech." -------- Like this video? Subscribe to Bloomberg Technology on YouTube: / @bloombergtech Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow here: • 'Bloomberg Tech' With E…
05/07/2026 Q&A: 29:28 IREN Limited operates in the vertically integrated data center business in Australia and Canada. The company owns and operates computing hardware, as well as electrical infrastructure and data centers. It also mines Bitcoin, a scarce digital asset that is created and transmitted through the operation of a peer-to-peer network of computers running the Bitcoin software. The company was formerly known as Iris Energy Limited and changed its name to IREN Limited in November 2024. The company was incorporated in 2018 and is based in Sydney, Australia. #irenlimited #earningscall…
(0:00) Intro live from Nvidia GTC (0:37) CoreWeave CEO, Michael Intrator (32:58) Perplexity CEO, Aravind Srinivas (1:07:11) Mistral CEO, Arthur Mensch (1:18:57) IREN CEO, Daniel Roberts Our episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE - nyse.com Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: / theallinpod Follow on TikTok: / theallinpod Follow on LinkedIn: / al…
Co-CEO Daniel Roberts joins Canaccord Genuity Research Analyst Joseph Vafi to discuss the latest in AI infrastructure and recent developments at IREN, including our expansion to 150k GPUs.
In this latest installment of the mining miniseries, Iris Energy (https://irisenergy.co/) cofounder and co-CEO Daniel Roberts joins us to talk through their approach to mining. In this episode: • How Dan came to work in mining • Backgrounds of the Iris executive team • Which thinkers influenced Dan in his Bitcoin journey • Why Iris focuses on sustainable energy and on only entering energy markets where they will not drive prices up for households • How Iris chooses geographies to operate • How Iris found abundant underutilized pow…
“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 together, never clocking off, never tiring, able to scale to millions.” At IREN, we’re building AI factories across North America, leveraging our power, data centers, and GPUs to meet the surging demand for compute. As Daniel Roberts explains on theCUBE, IREN is scaling with speed and efficiency – and the potential ahead i…
At Yotta 2025 in Las Vegas, IREN Co-Founder & Co-CEO Daniel Roberts joined E3 Platforms Co-Founder & CCO Rhea Williams to discuss the accelerating demand for high performance compute and how IREN’s vertically integrated model delivers speed, scale and cost efficiency.
In this theCUBE + NYSE Wired: AI Factories – Data Centers of the Future segment, theCUBE’s John Furrier sits down with Dan Roberts, co-founder and co-CEO of IREN, to unpack how AI factories are reshaping the data center model into a new asset class. Roberts details IREN’s shift from Bitcoin mining to GPU cloud at scale, highlighting a fully vertically integrated approach that owns land, substations, grid connections, buildings and servers to deliver resilient, low-cost service. He shares timely metrics on surging demand (“next to insatiable”), the rapid ramp from ~1,900 servers at the end of J…
CNBC’s “Closing Bell Overtime” team is joined by Iren co-CEO and co-founder Dan Roberts to talk about the company's bet on AI data centers, bitcoin mining and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Co…
IREN FY25 Earnings Q&A with Daniel Roberts | AI & HPC Growth Strategy | IREN Stock News | IREN News This video was conducted on behalf of IREN (IREN), and paid for, by Power Mining Analysis on Aug 29, 2025. Full Disclaimer available at www.powermininganalysis.com. Welcome to McNallie Money, your daily dose of Stocks, Investments and Personal Finance! Today we are joined by the Co-Founder & Co-CEO of IREN, Daniel Roberts, ticker symbol IREN. IREN is a leading next-generation data center business powering the future of Bitcoin, AI and beyond utilizing 100% renewable energy. The company has ov…
“Look, I think it's actually the opposite. I think it feeds on itself. So, I'll give you one example. You go into chat GPT today and you generate an image. You enter to the prompt. It's like the dialup internet days. It takes minutes and you're like, I better get this prompt right. Finally, 2 minutes later, it comes. Now, I'll give you an example. If we 10x the amount of compute available, which is an enormous task fr”
“I'm not aware of any GPUs that are available in a data center today that are sitting idle anywhere in the world. Like the whole reason we are on this call, the whole reason this sector is being talked about because we've got this crazy demand supply equation where you just can't bring online cloud capacity fast enough. And the key factor that we're seeing across the industry everywhere is this concept of time to comp”
“Power is the scarce resource in this industry. Access to compute is the scarce resource. So, for us, the key question becomes how do you maximize the value of each incremental megawatt that you can bring online? AI cloud is harder undoubtedly it sits much higher up the value chain. So in our view it can generate roughly $10 million a megawatt in perspective revenue versus around one and a half to two million a megawa”
“The way to think about it is that up until now our data center business has been almost entirely GPUs. Vera is our CPU, and you know what's really exciting is that Vera opens a brand new 200 billion TAM for NVIDIA, a market we have never addressed before, and every major hyperscaler is partnering with us to get it deployed, and that's huge for the company because for the first time we have a second engine of that sca”
“So this is the dilemma because ultimately it's a capital market and each of these corporates is looking out for their interests, right? So what you hear publicly is often different to what's happening on behind closed doors. And you've also got this slight paradox where everyone's talking about the need for giant clusters that are adding a zero every couple of years in terms of the number of GPUs in them. But equally”
“So, yes, we've got 11,000 GPUs, majority of which are Blackwells. Yes, we're looking at scaling that up probably into the hundreds of thousands over the coming years, but ultimately it needs to be backed by customer demand. And yes, those chips will be obsolescent one day. When no one knows, everyone's guessing. We can look at the A100s. They were released 5 and 1/2 years ago just as a reference point and they're sti”
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