Iren Limited (NASDAQ:IREN) CEO Daniel Roberts has presented a detailed, data-backed argument that demand for AI compute remains fundamentally constrained by limited supply, irrespective of the debate over how quickly frontier AI development should progress. The argument is well supported and offers a strong explanation for why demand could remain ahead of available supply. However, the market response tells a different story. IREN shares dropped nearly 5% on the same day, continuing a broader pattern in which the stock has struggled to respond positively even to seemingly favorable developments.
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