By Blockspace
Publication Date: 2026-10-20 21:56:00
00:00 Speaker A
Iron is likely on track to deliver its flagship AI data center for Microsoft, despite rumors of delays that could push back the deliveries of the second data hall by roughly one month. Iron delivered Horizon One, the first 50 megawatt building of the 200 megawatt Childres data center in August, and rent has commenced at the site. In the most recent earnings call from Iron, the company disclosed that Horizons 2 to 4 would be delivered sometime within this quarter, and that the contracts includes grace periods for Horizons two to four extending from mid Q4 2026 to the beginning of Q2 2027. That clause could come in handy because unconfirmed rumors hold that Horizon 2 could be delayed by roughly 45 days. According to Iron investor Jim Liu, Iron held a call with a group of large shareholders yesterday in which they sought to quash rumors about substantial delays at Childress, which were the result of a rumored Microsoft redesign of the networking at the site….
