Neel Khokhani

Epochal Corporation

Epochal describes itself as a private single-family office that invests its principal's own capital rather than outside money, with a long horizon and concentrated positions. It is a private company, so we cannot check that description against a public filing. Epochal's site has its own account of him.

The IREN position: claim and record

1. Epochal saysIts about page says he built a position in IREN when the company was out of favour, became one of its largest shareholders, later sold part of it and remains a long-term shareholder. The page gives no share count.
2. Start dateMaterials supplied by Epochal date the start of the position to 2022.

What he has published on AI infrastructure

These are articles under his own byline, not coverage of him.

1. 8 April 2026Edge A.I. Infrastructure and the Limits of Hyperscale Thinking, Observer. Argues the drive toward maximum concentration "is producing exactly the kind of systemic fragility it was designed to eliminate."
2. 1 April 2026The Proximity Pivot, WealthManagement.com. Commentary on "why edge infrastructure is the asset class most investors are not watching."
3. 25 March 2026Why the Gulf's AI bet points to a better infrastructure model, Institutional Asset Manager. Writes that "power availability is increasingly becoming the binding constraint on which infrastructure assets can actually scale."