David Roberts on GPU demand
From IREN Q3 FY 2026 Earnings Call (NVIDIA 5 GW Deal) | Daniel Roberts · · Blockspace
“There are no idle GPUs, and the prospect of them there being GPUs sitting there unused, given how structurally constrained this market is, let alone the near-term, but in the medium term, it's not the focus. We are having a lot of customer conversations, but all of our operational capacity is fully contracted. We're contracting substantial portions of capacity before it even arrives. And we're in discussions with a variety of customers all the way from hyperscale clients down to AI native labs for all of that 2026 and 2027 capacity.”
On , David Roberts, President, Chief Executive Officer & Director at VERRA MOBILITY CORP, spoke about GPU demand 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."