jain.com

Microsoft 200 MW capacity delivery delayed

Company: IREN

Subject kind
customer
Statement date
2026-11-05
Promised by
2027-01-31
Promised amount
200.0 MW
Current status
stated

The claim, verbatim

After Microsoft requested a network reconfiguration to support 200 MW of capacity, IREN is targeting January for delivery, though supplier timing could push it to the end of February.

Source (primary)

IREN Ltd (IREN) Q1 2027 Earnings Call Highlights: AI Cloud Revenue Nearly Triples to $200 ... - Yahoo Finance Australia (-, news_article)
View cached copy (2026-11-06)Live source ↗Archive.org ↗

Quote: “The company is targeting January, though supplier timing could push it to the end of February.”

How we checked this

This claim has not yet been checked assertion-by-assertion against its source. It carries a cited source and quote, but the deeper check has not run. When it does, the result appears here whatever it says.

Additional evidence

confirms IREN Ltd (IREN) Q1 2027 Earnings Call Highlights: AI Cloud Revenue Nearly Triples to $200 ... - Yahoo Finance Australia

Quote: “The company is targeting January, though supplier timing could push it to the end of February.”

View cached copy (2026-11-06)Live source ↗Archive.org ↗