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Microsoft 200MW capacity delivery

Company: IREN

Subject kind
facility timeline
Statement date
2026-11-06
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 for frontier models, IREN is targeting delivery of the Microsoft capacity in January, 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 Canada (-, news_article)
View cached copy (2026-11-07)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 Canada

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

View cached copy (2026-11-07)Live source ↗Archive.org ↗