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Microsoft Horizons data centers

Company: IREN - Project: Horizon

This claim was withdrawn on September 11, 2026. The source poses on-time delivery as an open question and flags late capacity risk, so it does not support the claim's assertion that IREN will deliver on schedule.

How this was decided: Evidence review against the cited source. The claim is preserved below exactly as it was originally published, so the record shows what was asserted as well as what became of it.

Subject kind
facility timeline
Statement date
2026-09-09
Current status
withdrawn

The claim, verbatim

IREN will deliver Horizons 2, 3, and 4 data centers to Microsoft on schedule

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: “IREN delivers Horizons 2 through 4 to Microsoft on schedule”

How we checked this

Checked on September 20, 2026. The cited source supports part of this claim, but not all of it.

The document links Horizons 2 through 4 to Microsoft but frames on-schedule delivery as an open question to watch, noting significant December-quarter capacity comes online late, rather than establishing it as fact.

Confirmed in the source:

We could not confirm this from the cited source:

That does not mean it is false — only that this source does not establish it, as of the date above. If we find a source that settles it, we will re-check and update this page.

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: “IREN delivers Horizons 2 through 4 to Microsoft on schedule”

View cached copy (2026-09-10)Live source ↗Archive.org ↗

Record of changes

September 10, 2026 — stated
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.
September 11, 2026 — withdrawn
Evidence review against the cited source. The source poses on-time delivery as an open question and flags late capacity risk, so it does not support the claim's assertion that IREN will deliver on schedule.