Join Dan Roberts, co-founder and co-CEO of IREN, as they discuss the evolving landscape of AI factories in an engaging session with John Furrier of SiliconANGLE Media. This discussion is part of theCUBE's AI factory series at Media Week, held at NYSE CUBE studios. It delves into the realm of distributed computing and data centers in modern technological ecosystems.

Roberts shares expertise on the rising demand for AI factories, highlighting how these entities redefine the traditional data center model. They discuss the transition from Bitcoin mining to AI-driven solutions, explaining the growth trajectory of AI applications and the integral role of power and innovative data center designs. Insights from analysts at theCUBE Research further illuminate the strategies and advancements in AI infrastructure enhanced by companies such as Dell Technologies and NVIDIA.

The conversation also explores the adaptive approaches and strategic aspects of deploying AI infrastructure, emphasizing sustainability and efficiency. Roberts asserts that understanding customer needs, coupled with a long-term sustainable development strategy, is crucial for success in the AI factory domain. Further discussions examine the rapid expansion of AI use cases, the synergy between energy sources, and the diversification of cloud-based AI services.

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Dan Roberts, IREN
October 2, 2025
Dan Roberts
Co-Founder & Co-CEO IREN
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 ... Read more
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