David Roberts on AI infrastructure
From IREN Q3 FY 2026 Earnings Call (NVIDIA 5 GW Deal) | Daniel Roberts · · Blockspace
“Eight years ago, when Will and I founded this business, we spent a lot of time thinking about what the digital future actually meant for the physical world. We talked about films like The Matrix and Ready Player One, not as science fiction, but as a signal. Worlds where digital adoption was total, instantaneous, and infinite. The insight we kept coming back to was this. Digital adoption curves can go from zero to one overnight. But the real world doesn't scale that way. Power, infrastructure, land, data centers, these take years to permit, finance, and build. The bigger the demand, the harder delivery becomes. That gap between exponential digital growth and the physical world's ability to service it. That structural disconnect is exactly what we set out to solve. That scarcity is now defining where AI infrastructure gets built and who can build it.”
On , David Roberts, President, Chief Executive Officer & Director at VERRA MOBILITY CORP, spoke about AI infrastructure during IREN Q3 FY 2026 Earnings Call (NVIDIA 5 GW Deal) | Daniel Roberts on Blockspace.
About David Roberts
During a pregame interview on SportsNet LA on May 24, 2026, Los Angeles Dodgers manager Dave Roberts discussed several topics related to the team. Roberts explained his decision to move Teoscar Hernández down to the sixth spot in the lineup, stating that he wanted Hernández to get a different view of the game and that Hernández has been taking good at-bats. Roberts said he believes the team is at its best when Hernández is in the middle of the order, but that he does not want to be completely reactionary. Roberts also addressed speculation about whether second baseman Andy Pages was relaying signs from second base during the previous game. He noted that all teams engage in gamesmanship and that making a pitcher believe you have their signs can be an advantage, but he added that he did not think Pages had the signs on that particular occasion. Roberts described Pages as enjoying that type of gamesmanship more than most players and said he does not mind it. Regarding pitcher Yoshinobu Yamamoto, Roberts acknowledged that giving up two-strike home runs is a concern but expressed confidence that the home run rate would balance out over time, saying "he's too good."