NVIDIA has entered a strategic partnership with IREN to develop up to 5 gigawatts of AI infrastructure. The deal focuses on integrating high-performance GPUs with massive electricity capacity, including a major 2 GW hub at the Sweetwater campus in Texas. This move highlights the growing tension between AI expansion and energy availability. With global data center electricity demand expected to more than double by 2030, the industry is shifting toward large-scale AI factories to manage power and compute requirements.
