Together with his brother Will Roberts, he co-founded IREN in 2018, expanding it into a large-scale data center and AI cloud infrastructure company listed on the Nasdaq. Prior to launching IREN, Roberts worked in renewable energy infrastructure at Macquarie Group and co-founded Palisade Investment Partners.
What the tape says about how Daniel argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.
Their most notable supported claim
AssertionSupported
Roberts: IREN's $9.7B Microsoft deal uses 5% of its capacity
“We signed a 9.7 billion dollar contract with them late last year, but as I was explaining to you before the show, that's five percent of our capacity, so.”
Daniel RobertsMar 23, 2026▶ 1:21:35Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
Roberts: There are currently no idle GPUs sitting in data centers globally
“There are no idle GPUs in the world sitting in a data center.”
Daniel RobertsMar 23, 2026▶ 1:28:59Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
PredictionOpen · timeframe Mar 2036
Roberts: Large nuclear energy projects for data centers will take a decade
“I think the reality is it's going to take a decade, a bit longer by the time big projects can come into commissioning”
Daniel RobertsMar 23, 2026▶ 1:33:03Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
AssertionSupported
Roberts: IREN's $9.7B Microsoft deal uses 5% of its capacity
“We signed a 9.7 billion dollar contract with them late last year, but as I was explaining to you before the show, that's five percent of our capacity, so.”
Daniel RobertsMar 23, 2026▶ 1:21:35Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
AssertionPartly supported
Roberts: IREN controls 4.5 gigawatts, rivaling Bay Area's annual power usage
“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.”
Daniel RobertsMar 23, 2026▶ 1:22:07Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
AssertionSupported
Roberts: IREN has operated on 100% renewable energy since inception
“We have used 100% renewable energy since inception.”
Daniel RobertsMar 23, 2026▶ 1:26:19Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
AssertionNot checkable as stated
Roberts: IREN's West Texas data center achieves 6ms round-trip latency to Dallas
“When you look at latency from our site in the middle of the desert in West Texas down to Dallas, the big carrier hotel. Six millisecond round trip latency.”
Daniel RobertsMar 23, 2026▶ 1:36:32Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
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