Daniel Roberts
speaker
294 appearances
2 recordings
2 series
first heard Mar 2026
last heard 23 Mar
Daniel Roberts’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Mar 2026 with 2.
Appearances
Thanks, Jason.
Pleasure to be here.
And at some point, the real world was going to struggle.
So we set about to build out large scale data centers.
Yes, the first use case was Bitcoin mining.
But as we said to our seed investors, use that to bootstrap the platform, generate cash flow, layer in higher and better use cases over time as they emerge.
Here we are today with AI.
We are swapping out all the Bitcoin for AI chips.
Look, we had a bit of a false dawn, I would say, back in 2020.
We signed an MOU with Dell to start bringing out customers and compute.
But in hindsight, it was too early.
So we went back to Bitcoin, kept bootstrapping the platform.
Look, I would say about two years ago and month by month, the demand just continues to escalate.
Yeah, so we actually developed the data centers ourselves.
So we go and find the land, we go and get the permits, we go and apply for grid connections.
And we were doing it at a scale that...
just amazed people at the time like 750 megawatts is our flagship texas site four years ago was unheard of in the middle of the desert we're building these big data centers the traditional data center industry going what are you guys doing we're saying we believe in the future digitization high performance computing and obviously now today it's paying dividends
Yes, Microsoft's one of our early partners.
We signed a $9.7 billion contract with them late last year.
But as I was explaining to you before the show, that's 5% of our capacity.
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