According to CoinMeta, the expansion of the AI data centers has driven an increase in demand for AI. The co-founder and co-CEO of IREN stated that the new AI data centers have facilitated a leap in AI capabilities, creating new use cases, with the rate of demand growth matching that of software development. However, the expansion of computing power supply is limited by factors such as electricity, transmission lines, concrete, steel, and construction personnel, and the pace of infrastructure construction in the real world cannot keep up with the growing demand for AI.