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$IREN

BULLISH2026-10-16
Price around the call
↑ 2026-10-16
By horizonMaturing · ~14 trading days to go
1d
✗ -4.3%
5d
✗ -8.1%
21d
…
Original post
Jim Liu · 2026-10-16

$IREN Status of H2 Timelines From two separate sources, one is a 2nd degree source and the other is a 3rd degree source, MSFT is requesting changes to H1's networking topology. By extension, this topology will be need to be cabled for H2-4. The re-cabling on H2 was given a timeline of 45 days while H1 will be re-cabled while running workloads aka billing and that process was given a timeline of 4 months. H3 will be delivered with H4 as a supercluster, H4 hasn't begun cabling and will maintain December timeline. H1 recabling will take much longer than H2 because H1 is already accepted so the changes will be made during maintenance window in stages. H1 will be running live workloads and billing. I'm not sure when the 45 days started but H2 will be delivered either late Nov or Early Dec.

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