The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 6 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
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.”
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”
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.”
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.”