Horizons 2-4 capacity delivery to Microsoft
Company: IREN - Project: Horizon
The claim, verbatim
IREN will deliver Horizons 2 through 4 data center facilities to Microsoft, with a significant portion of capacity coming online in the December quarter
Source (primary)
Pure-Play AI Cloud vs. Energy-Driven Infrastructure: Nebius Scale Meets IREN Limited's Efficiency - 247wallst.com (-, news_article)
View cached copy (2026-09-10)Live source ↗Archive.org ↗
Quote: “You should watch whether IREN delivers Horizons 2 through 4 to Microsoft 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 states IREN must deliver Horizons 2 through 4 to Microsoft, with significant December-quarter capacity coming online late.
Confirmed in the source:
- IREN is to deliver Horizons 2 through 4 to Microsoft on schedule
- A significant portion of IREN's December-quarter capacity comes online late in the quarter
What we did: Read our cached copy of the publisher (https://247wallst.com/investing/2026/09/09/pure-play-ai-cloud-vs-energy-driven-infrastructure-nebius-scale-meets-iren-limiteds-efficiency/) in full (10,347 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 - 247wallst.com
Quote: “You should watch whether IREN delivers Horizons 2 through 4 to Microsoft on schedule, since a significant portion of December-quarter capacity comes online late”