Horizon and Mackenzie capacity equipment arrival late Dec 2026 / early 2027
Company: IREN
The claim, verbatim
Management expects only modest near-term revenue from additional Horizon and Mackenzie capacity because most of the equipment will arrive in late December 2026 or early 2027.
Source (primary)
IREN's $4 billion AI target hits an unexpected delay - GuruFocus (-, news_article)
View cached copy (2026-11-07)Live source ↗Archive.org ↗
Quote: “Management anticipates modest near-term income from additional Horizon and Mackenzie capacity since majority of the equipment will be arriving in late December or early 2027.”
How we checked this
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Additional evidence
confirms IREN's $4 billion AI target hits an unexpected delay - GuruFocus
Quote: “Management anticipates modest near-term income from additional Horizon and Mackenzie capacity since majority of the equipment will be arriving in late December or early 2027.”