U.S. data center capacity expansion completion schedule
Company: IREN
The claim, verbatim
Only half of the planned U.S. data center capacity expansions are expected to be completed on schedule
Source (primary)
IREN Looks 111.5% Overvalued on GF Value™ as Market Prices in Hi - GuruFocus (-, news_article)
View cached copy (2026-09-14)Live source ↗
Quote: “Additionally, only half of the planned U.S. data center capacity expansions are expected to be completed on schedule, further constraining supply.”
How we checked this
Checked on September 23, 2026. The cited source supports every part of this claim.
The article reports this in its summary of CEO Daniel Roberts' remarks on supply constraints.
Confirmed in the source:
- Only half of planned U.S. data center capacity expansions are expected to be completed on schedule
What we did: Read our cached copy of the publisher (https://www.gurufocus.com/news/9079295/iren-looks-1115-overvalued-on-gf-value-as-market-prices-in-high-growth-despite-losses) in full (15,910 characters, retrieved September 14, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms IREN Looks 111.5% Overvalued on GF Value™ as Market Prices in Hi - GuruFocus
Quote: “Additionally, only half of the planned U.S. data center capacity expansions are expected to be completed on schedule, further constraining supply.”