IREN's Kent Draper on AI Infrastructure, Demand and Physical AI

At the All-In Summit in Los Angeles, Kent Draper, Chief Commercial Officer of IREN, joined NYSE Live to discuss the rapid evolution of AI infrastructure, growing demand for compute resources, and the next phase of artificial intelligence adoption.Draper explains how IREN operates as a vertically integrated AI cloud company, providing compute services through company-owned data center infrastructure. He discusses how controlling the underlying physical assets enables the company to support customers across a range of AI workloads while expanding capacity to meet growing demand.A significant portion of the conversation focuses on the challenges associated with scaling AI infrastructure.