$IREN Dispelling the FUD: Will IREN lose its power if it doesn't build out fast enough? Someone asked me this because @DeepValueBagger is now apparently spreading FUD about IREN. He's a smart man but this FUD is just pure spite as there's no rhyme to it. The bottleneck in power is not power generation. The bottleneck in power is the transformers, circuit breakers, switchgear, and the build out of the grid. There is 1312 GW of power generation waiting to get on the grid (1) - modulo some power factor but nevertheless still alot of power. The grid is where you combine wind, solar, gas over a large region to get a reliable current to run a datacenter. What does this mean? Let's say ERCOT takes the "power" away from IREN, it would take years to build out the grid to reroute the power to an
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