Microsoft network reconfiguration request
Company: IREN
The claim, verbatim
After Horizon 1 was handed over, Microsoft requested a network infrastructure reconfiguration to support 200 MW of capacity for the latest frontier models, and IREN agreed, causing a small delay.
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 customer requested a network infrastructure reconfiguration to support 200 megawatts of capacity for the latest frontier models. IREN agreed, causing a small delay.”
How we checked this
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Additional evidence
confirms IREN Ltd (IREN) Q1 2027 Earnings Call Highlights: AI Cloud Revenue Nearly Triples to $200 ... - Yahoo Finance Australia
Quote: “the customer requested a network infrastructure reconfiguration to support 200 megawatts of capacity for the latest frontier models. IREN agreed, causing a small delay.”