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May 22
@sama Solve Islam.
@sama No AI or policy snaps this overnight. Islam isn't a bug to debug; it's a 1400-year memeplex optimized for replication and resilience. 1/
@sama 1. Maximum truth-telling and criticism: Treat it as an ideology. Scrutinize texts, history, and outcomes without taboos. Ex-Muslims (Ayaan Hirsi Ali, Ibn Warraq), critics (Harris, Dawkins) highlight this. Support reformers, but don't pretend they represent Islam. 2/
Read 11 tweets
May 22
lets all just get along...
yeah, trade!
10 premises in exchange for '#StarWars' IP??
Read 9 tweets
May 22
Following my doctorโ€™s advice, I am taking some time away from work for health reasons.

My office will be functioning as usual and my staff are there to support all my constituents who need help, so please don't hesitate to get in touch.

See my full statement below. Taking a leave of absence  I've worked in politics for over a decade: as a Councillor, for an MEP, as the Co-Leader of the Green Party, and now it is a privilege to serve as the MP for Bristol Central.  Over the last few years, I have been struggling with persistent health issues, and I have been trying to manage these alongside the long hours and significant responsibility my work entails. It has become clear that this is not an effective strategy and that doing so is inhibiting my ability to recover. Having taken advice from my doctor, I will be taking several weeks off in order to try to...
Read 3 tweets
May 22
๐“๐ก๐ซ๐ž๐ž ๐‹๐š๐ฒ๐ž๐ซ๐ฌ. ๐Ž๐ง๐ž ๐‚๐จ๐ฆ๐ฉ๐จ๐ฎ๐ง๐๐ข๐ง๐  ๐€๐๐ฏ๐š๐ง๐ญ๐š๐ ๐ž. ๐“๐ก๐ž ๐ˆ๐‘๐„๐ ๐“๐ก๐ž๐ฌ๐ข๐ฌ.

There's been a lot happening at IREN recently.

Expansion across North America, Europe and Asia-Pacific.

The NVIDIA partnership.
The Mirantis acquisition.
New GPU deployments.
New customer discussions.
A growing global footprint.

Underneath all of it is a fairly simple view of where the world is heading, and a deliberate strategy for how we position IREN within it.

That strategy is built on three layers. Together, they compound into a structural advantage that gets harder to replicate every quarter we execute.

Layer 1: Physical infrastructure. Power, land, substations, data centers, cooling. The foundation that everything else sits on.

Layer 2: Compute infrastructure. The GPUs, servers and networking that go inside those buildings. Deployed at scale. Generating revenue. Building execution track record.

Layer 3: Software and operational capability. The orchestration, deployment tooling and enterprise expertise that makes the first two layers work harder for customers, and opens the door to a broader, higher-value market over time.

Layers 1 and 2 are where the overwhelming majority of IREN's value is being created today. Layer 3 is where that advantage compounds further over time, but only because Layers 1 and 2 are built, owned and controlled at scale by IREN, not subscale nor contracted from a third party.

Think of Amazon. They didn't win e-commerce by building a great website. They won it by controlling the fulfilment infrastructure at a scale nobody else could replicate. The foundation you don't control becomes the ceiling on your business.

That is exactly how we think about IREN. The physical infrastructure - the land, the power, the substations, the data centers - is owned and controlled by us. The compute deployed into it generates the revenue and execution track record. And the software, orchestration and enterprise capability we are more methodically building on top is what turns the total product into a vertically integrated AI Cloud platform that compounds over time and deepens into a competitive moat.

AI is still early. The bottleneck is increasingly physical. And we have spent eight years building the foundations.
๐“๐ก๐ž ๐ƒ๐ข๐ ๐ข๐ญ๐š๐ฅ ๐–๐จ๐ซ๐ฅ๐ ๐ˆ๐ฌ ๐’๐œ๐š๐ฅ๐ข๐ง๐  ๐…๐š๐ฌ๐ญ๐ž๐ซ ๐“๐ก๐š๐ง ๐“๐ก๐ž ๐๐ก๐ฒ๐ฌ๐ข๐œ๐š๐ฅ ๐–๐จ๐ซ๐ฅ๐

AI demand grows exponentially.

Infrastructure doesn't.

Every few months we see another meaningful step change in model capability. Better reasoning. Better coding. Better multimodal understanding. Better agents. The latest generation of frontier models feels like one of those moments.

Every time that happens, usage increases, new products emerge, enterprises deploy more workloads, and entirely new use cases become viable. All of those things compound on top of each other.

Think back to the dial-up era. The internet existed. Email worked. Websites loaded - eventually. But the sluggishness of the experience fundamentally constrained what people imagined doing with it. The technology's own limitations shaped the universe of perceived use cases.

AI is in exactly that phase right now. The friction of slow inference and expensive compute subtly depresses AI ambition and imagination. That friction is a function of compute scarcity. It will not persist.

And here is where it gets interesting. It's not just that more compute serves existing demand. It's that more compute creates demand that didn't previously exist. It's like building more highway lanes to reduce traffic. The lanes don't just move the cars that were already queuing, entirely new trips get made that nobody was taking before. People move further from the city. New suburbs get built. New businesses open along the route. New industries restructure themselves around the road.

AI compute behaves the same way. A manufacturer discovers they can run real-time process optimization across every plant simultaneously. A hospital system can model patient outcomes at a level of granularity that was previously unthinkable. A logistics company rebuilds its entire routing infrastructure around live AI inference. None of those use cases were in anyone's demand forecast, because they only became conceivable once the compute existed to make them viable.

The capacity doesn't just serve the demand that exists. It creates the demand that comes next. And then that demand creates the use case after that. It spirals up.

Jensen said it plainly on NVIDIA's most recent earnings call: "Today's data centers are revenue generating AI factories constrained by power." And then this: "Demand has gone parabolic. The reason is simple. Agentic AI has arrived. AI can now do productive and valuable work. Tokens are now profitable, so model makers are in a race to produce more."

Meanwhile the physical world moves slowly.

Permitting. Grid connections. Construction. Cooling systems. Power generation.

You can't just add another 5GW of capacity every time models improve and compute demand accelerates. The physics don't care that every industrial company on earth is about to integrate AI into its operations.

The real constraint in AI is increasingly time-to-compute.
๐“๐ฐ๐จ ๐Š๐ข๐ง๐๐ฌ ๐จ๐Ÿ ๐ˆ๐ง๐Ÿ๐ซ๐š๐ฌ๐ญ๐ซ๐ฎ๐œ๐ญ๐ฎ๐ซ๐ž. ๐Ž๐ง๐ž ๐‚๐จ๐ฆ๐ฉ๐จ๐ฎ๐ง๐๐ฌ ๐ญ๐ก๐ž ๐Ž๐ญ๐ก๐ž๐ซ.

When people talk about AI infrastructure, they tend to conflate two very different things. The distinction matters.

Layer 1 is the physical foundation - power, land, substations, data centers. Layer 2 is the compute that sits inside them - GPUs, servers, networking.

IREN has spent eight years securing that Layer 1 advantage. The land. The power. The substations. Data center sites being developed and built across multiple continents. We were building before it was obvious.

And we are deploying Layer 2 into it right now, at scale. GPUs online, generating revenue, building the operational track record that makes every subsequent deployment faster and more credible.

The barriers to entry are already forming. Developing a large-scale new data center today wonโ€™t be online until the end of the decade. And the asset-light neocloud trying to compete by renting capacity is discovering that sites were locked up years ago, and the operators utilizing them arenโ€™t subletting. By the time new entrants solve for land, power and permitting, IREN will have gigawatts online, execution track record, and customer relationships that took years to build. That gap doesnโ€™t close. It compounds.

Vertical integration across both layers is not just a structural advantage, it is a commercial one. Controlling the physical infrastructure and the compute sitting on top of it means faster deployment, greater certainty for customers, tighter operational optimization, and lower dependency risk at every stage. There are no landlords to negotiate with, no capacity constraints imposed by third parties, no contractual barriers between an operator and their own infrastructure, no misaligned incentives between the infrastructure owner and the operator. The economics improve as the platform scales, and the customer experience improves with it. That is what owning the full stack actually means in practice.
Read 8 tweets
May 22
Keir Starmer, 2020:
Iโ€™ve tried to be constructive.
I appreciate that these are unprecedented times, and the governing is hard.
Iโ€™ve tried to be fair, to give the government the benefit of the doubt, but now, with one of the highest death rates in the world, Image
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on the threshold of one of the deepest recessions anywhere, Iโ€™m afraid there is no doubt this governmentโ€™s incompetence is holding Britain back.
So, letโ€™s be blunt, letโ€™s be brutally honest with ourselves.
When you lose an election in a democracy you deserve to.
You donโ€™t look at the electorate and ask them, โ€œWhat were you thinking?โ€
You look at yourself and ask, โ€œWhat were we doing?โ€
Read 4 tweets
May 22
This is an extremely important thread for the Indian Gen Z.
1 Why is the Cockroach Janta Party a threat to national security?

Why are they operating from the USA?

Who is behind Abhijit Dipke and his party?

Keep reading this thread for the complete answer.Image
2. Why is CJP being operated from the USA?

According to declassified CIA documents, the Ford Foundation was their partner in financing projects. These projects included political and psychological warfare.Image
Image
3. Now let's start with the career of Abhijeet Dipke's boss, Arvind Kejriwal, and Manish Sisodia.

Who funded Kejriwal? Here are the shocking details Image
Read 22 tweets
May 22
This Friday of Dhul Hijjah,There are 3 duโ€™as that should NEVER be missing from your list:

Before Maghrib, Recite these powerful duas
Duโ€™a for Husnul Khatimah (A Beautiful Ending)

ุงู„ู„ูŽู‘ู‡ูู…ูŽู‘ ุฅูู†ูู‘ูŠ ุฃูŽุณู’ุฃูŽู„ููƒูŽ ุญูุณู’ู†ูŽ ุงู„ู’ุฎูŽุงุชูู…ูŽุฉู

Allahumma inni asโ€™aluka husnal khatimah.
"O Allah, I ask You for a beautiful ending (to my life)."

Nothing matters more than how you leave this dunya.๏ฟผ
2. Duโ€™a for Steadfastness Upon the Religion

This was the duโ€™a the Prophet (๏ทบ) made most frequently
ูŠูŽุง ู…ูู‚ูŽู„ูู‘ุจูŽ ุงู„ู’ู‚ูู„ููˆุจู ุซูŽุจูู‘ุชู’ ู‚ูŽู„ู’ุจููŠ ุนูŽู„ูŽู‰ ุฏููŠู†ููƒูŽ

Ya Muqallib al-qulub, thabbit qalbi โ€˜ala dinik.
"O Turner of the hearts, keep my heart steadfast upon Your religion."

Never take your guidance for granted, your heart can change overnight๏ฟผ
Read 5 tweets
May 22
1/ With the war in Ukraine locked in a stalemate and Russia casualties growing, Russian warbloggers are divided between advocating a full mobilisation or calling for the front lines to be frozen. Oleg Tsarev advocates ending the war and declaring victory to save Russian lives. โฌ‡๏ธ Image
2/ Tsarev, a fugitive Ukrainian-Russian politician now living in Russia, says that Russia has already achieved as much as it's likely to with the conquest of 'Novorossiya', and the war should be ended now with a declaration of victory so that no more Russians need to die:
3/ "It's bad when a person falls into a psychological trap they create for themselves. Psychologists call this a cognitive trap: when faced with a difficult situation, a person doesn't ask for help to avoid appearing weak.
Read 21 tweets
May 22
#SupremeCourt hears plea involving issue of reservation for creamy layer of backward classes.

Bench: Justice BV Nagarathna and Justice Ujjal Bhuyan. Image
J Nagarathna: If both parents are IAS officers why should they have reservations?

Advocate Shashank Ratnoo: They were not removed for their salary but because of their status. Because they are a group A employees and they are removed. Group B are also removed.
J Nagarathna: With educational and economic empowerment there is social mobility. So then again to seek reservation for the children, we will never get out of it. That is a matter we have to concern also
Read 7 tweets
May 22
1/ Russia's demographic crisis is worsening sharply, as its villages empty out and birth rates slump. Hundreds of thousands of Russians have died in the war in Ukraine and at least a million more have fled the country, with no respite in sight for its dwindling population. โฌ‡๏ธ Image
2/ Russian political scientist Yuri Baranchik writes on his Telegram channel:

"Villages are dying: the outflow of young people has led to record-low birth rates."
3/ "A demographic alarm is sounding. The birth rate in Russian villages has hit rock bottomโ€”a 35-year low. Rosstat recorded a fertility rate of 1.464. For reference, to avoid population decline, a fertility rate of at least 2 is needed.
Read 6 tweets
May 22
"I am ashamed, but I gave up. Please forgive me."

Those were the closing lines of a note left by Nina Litvinova, 80, before she stepped out of a window in Moscow.

๐ŸงตRead her story Image
Nina Litvinova was born in Moscow in 1945 into one of the most consequential Soviet families. Her grandfather Maxim Litvinov ran Stalin's foreign ministry in the 1930s and served as ambassador to Washington during the war. He was Jewish and an open anti-fascist.

[2/16]
Stalin pushed him out in 1939 to clear the way for the Molotovโ€“Ribbentrop Pact. After the war, when Litvinov warned American journalists that Moscow would soon turn on the West, Stalin recalled him.

He died in 1951 with a loaded revolver by his bed โ€”ย an "insurance policy" against the secret police.

[3/16]
Read 16 tweets
May 22
Delhiโ€™s pollution may be harming babies before they even take their first breath.

@SavyasachiAstha and @AkankhyaAk72623's investigation found that preterm births in 5 years Delhiโ€™s preterm birth rate rose over 21%

๐Ÿ”’ Read.

newslaundry.com/2026/05/22/5-yโ€ฆ
What the data reveals about the surge in preterm births over from 2021 to 2025 ๐Ÿ”ฝ Image
On the morning of October 13, 2025, 26-year-old Moni woke up coughing again.

She was 8 months pregnant. Minutes later, her water broke.

Her baby was born premature and struggled to breathe in the NICU.

Moni lives in Dakshinpuri, one of Delhiโ€™s most polluted neighbourhoods.
Read 10 tweets

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