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 months

Recordings per month over the last 12 months — 2 in all, peaking in Mar 2026 with 2.

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All-In with Chamath, Jason, Sacks & Friedberg · Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN · 23 Mar 2026 podcast

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.

So things are busy at the moment.

Look, for many of the industry it is, but for us, because we started eight years ago tying up all this land and power, it's not.

So we've got four and a half gigawatts.

For context, that's almost as much power annually as the Bay Area uses in its entirety.

Wow.

It's huge.

So for us, the hurdle or the constraint is really time to compute.

And that's emerging across the industry as well.

Yeah, exactly.

And this is the whole real

real world challenge to respond to these digital exponential demand curves that are unconstrained by the real world in terms of their appetite.

And it just compounds.

You need thousands of people out in these locations that haven't supported it.

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