Microsoft 200MW capacity delivery targeted for January
Company: IREN - Project: Childress
The claim, verbatim
After Microsoft requested a network reconfiguration for 200 MW of capacity, IREN is targeting delivery 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 (-, news_article)
View cached copy (2026-11-08)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
Checked on November 10, 2026. The cited source supports every part of this claim.
In answering a question about the delay in the Microsoft capacity delivery, the co-CEO cites the reconfiguration request and says IREN is targeting January, with supplier timing possibly pushing it to the end of February.
Confirmed in the source:
- Microsoft requested a network reconfiguration to support 200 MW of capacity
- The request delayed the Microsoft capacity delivery
- IREN is targeting January for the delivery
- Supplier timing could push the delivery to the end of February
What we did: Read our cached copy of the publisher (https://finance.yahoo.com/technology/ai/articles/iren-ltd-iren-q1-2027-052040826.html?.tsrc\\u003drss) in full (17,021 characters, retrieved November 8, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms IREN Ltd (IREN) Q1 2027 Earnings Call Highlights: AI Cloud Revenue Nearly Triples to $200 ... - Yahoo Finance
Quote: “The company is targeting January, though supplier timing could push it to the end of February.”
confirms IREN Ltd (IREN) Q1 2027 Earnings Call Highlights: AI Cloud Revenue Nearly Triples to $200 ... - Yahoo Finance
Quote: “The company is targeting January, though supplier timing could push it to the end of February.”