Childress delays reportedly pushed back Microsoft capex
Company: IREN
The claim, verbatim
The Information, citing unnamed sources, reported that delays at IREN's Childress site led Microsoft to push back capital expenditures planned for the September quarter.
Source (primary)
IREN Sinks 9% After Report Links It to Microsoft’s AI Spending Delay; Nebius Tumbles 11%, CoreWeave Slides 7% - Yahoo Finance (-, news_article)
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Quote: “A report citing unnamed sources said on November 4 that delays at IREN's Childress site led Microsoft to push back capital expenditures (capex) it had planned for the September quarter.”
How we checked this
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Additional evidence
confirms IREN Sinks 9% After Report Links It to Microsoft’s AI Spending Delay; Nebius Tumbles 11%, CoreWeave Slides 7% - Yahoo Finance
Quote: “A report citing unnamed sources said on November 4 that delays at IREN's Childress site led Microsoft to push back capital expenditures (capex) it had planned for the September quarter.”