IREN co-founder and co-CEO Daniel Roberts said each new AI data center increases AI demand instead of reducing pressure on the sector’s infrastructure. In his view, comparisons between the current AI buildout cycle and past technology booms miss a key point: more capable AI systems require more compute, and cheaper AI drives higher usage. Roberts also argued that every jump in AI capability creates new use cases that did not exist a year earlier, allowing demand to grow at the pace of software. Supply, however, cannot expand that quickly because compute capacity depends on physical infrastructure such as power connections, transmission lines, concrete, steel, and construction labor. He said earlier technology cycles often saw advances help supply catch up with demand, but this time the technology itself is pushing demand into exponential growth while real-world construction cannot keep pace.
On Aug. 16, BlockBeats reported that IREN co-founder and co-CEO Daniel Roberts said each new AI data center increases AI demand rather than reducing it.
Roberts said comparisons between the current AI infrastructure cycle and past technology booms miss a core distinction: more powerful AI needs more compute, and cheaper AI leads to more usage.
He added that every major leap in AI capability creates new application scenarios that did not exist a year earlier. That allows demand to grow at the speed of software, while supply cannot move on the same timeline.
According to Roberts, compute supply expansion depends on power connections, transmission lines, concrete, steel, and a large construction workforce. The growth rate is constrained by real-world infrastructure.
He said that in earlier technology boom cycles, technological progress often helped supply catch up with demand. This time, however, the technology itself is driving exponential demand growth, while the pace of physical construction is not fast enough to keep up.
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