Horizons 2-4 Projects
Company: IREN - Project: Horizon
The claim, verbatim
IREN is delivering Horizons 2-4 data center projects to Microsoft, with significant capacity coming online in the December quarter
Source (primary)
Pure-Play AI Cloud vs. Energy-Driven Infrastructure: Nebius Scale Meets IREN Limited’s Efficiency - Yahoo Finance (-, news_article)
View cached copy (2026-09-10)Live source ↗Archive.org ↗
Quote: “whether IREN delivers Horizons 2 through 4 to Microsoft (NASDAQ: MSFT) on schedule, since a significant portion of December-quarter capacity comes online late”
How we checked this
Checked on September 20, 2026. The cited source supports every part of this claim.
The document references IREN delivering Horizons 2 through 4 to Microsoft with December-quarter capacity coming online late.
Confirmed in the source:
- IREN is delivering Horizons 2 through 4 data center projects to Microsoft
- A significant portion of IREN's December-quarter capacity comes online late
What we did: Read our cached copy of the publisher (https://finance.yahoo.com/technology/ai/articles/pure-play-ai-cloud-vs-144135505.html) in full (12,179 characters, retrieved September 10, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Pure-Play AI Cloud vs. Energy-Driven Infrastructure: Nebius Scale Meets IREN Limited’s Efficiency - Yahoo Finance
Quote: “whether IREN delivers Horizons 2 through 4 to Microsoft (NASDAQ: MSFT) on schedule, since a significant portion of December-quarter capacity comes online late”