Microsoft 200MW capacity delivery targeted January
Company: IREN
The claim, verbatim
After Horizon 1 handover, Microsoft requested a network reconfiguration to support 200 MW for frontier models; IREN targets January delivery, possibly slipping to end of February.
Source (primary)
IREN Ltd (IREN) Q1 2027 Earnings Call Highlights: AI Cloud Revenue Nearly Triples to $200 ... - Yahoo! Finance Canada (-, news_article)
View cached copy (2026-11-07)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. The company is targeting January, though supplier timing could push it to the end of February.”
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 Canada
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. The company is targeting January, though supplier timing could push it to the end of February.”