\u201cDelivering Horizon 1 demonstrates the strength of our vertically integrated model and our ability to execute complex AI infrastructure projects at speed and scale,\u201d said Daniel Roberts, IREN\u2019s co-founder and co-CEO.<\/p>\n
Roberts added that IREN looks forward to \u201cbuilding on this momentum with Microsoft\u201d as the remaining Horizon deployments come online.<\/p>\n
IREN Delivers First 50MW AI Data Center To Microsoft<\/p>\n
Horizon 1 is the first of four planned 50MW direct-to-chip liquid-cooled AI Cloud deployments at IREN\u2019s Childress, Texas campus.\u00a0<\/p>\n
The facility is part of a five-year, $9.7 billion cloud services agreement with Microsoft announced in November 2025. The remaining three 50MW deployments, Horizon 2 through Horizon 4, are expected to be delivered later this year.<\/p>\n
MSFT stock<\/a> edged 0.8% higher in morning trade amid a muted broader market,\u00a0with retail sentiment on Stocktwits around the tech giant trending in the \u2018bearish\u2019 zone over the past day.<\/p>\n IREN said it remains on track to reach 480MW of gross AI Cloud capacity by the end of 2026, with a longer-term target of 1.2GW in 2027. The company\u2019s expansion is part of a broader shift among Bitcoin miners toward AI infrastructure. This strategy has also been pursued by others like Core Scientific (CORZ), TeraWulf (WULF) and Cipher Mining (CIFR).<\/p>\n What Is Nvidia \u2018Exemplar Cloud\u2019 Status?<\/p>\n IREN also achieved Nvidia Exemplar Cloud status after Nvidia tested its GB300 NVL72 deployment at Horizon 1.<\/p>\n The designation indicates that IREN\u2019s infrastructure has met Nvidia\u2019s requirements for supporting demanding AI workloads. It could also strengthen the company\u2019s position when competing for additional enterprise and hyperscaler customers beyond its existing Microsoft agreement.<\/p>\n NVDA stock<\/a> moved 1.3% higher in morning trade,\u00a0with retail sentiment around the AI bellwether trending in \u2018neutral\u2019 territory over the past day.<\/p>\n How Is Retail Feeling About IREN Stock?<\/p>\n On Stocktwits, retail sentiment around IREN flipped to \u2018bullish\u2019 from \u2018bearish\u2019 over the past day, while chatter increased to \u2018normal\u2019 from \u2018low\u2019 levels.<\/p>\n While most users\u00a0celebrated<\/a> the win, one \u2018bearish\u2019 retail trader on the platform stated that while the company has a \u201cbright future and good management,\u201d IREN\u2019s stock price is likely to dip after its earnings report at the end of August. Wall Street is expecting the company to report a loss of $0.46 per share on revenue of $140 million.\u00a0<\/p>\n IREN stock has gained over 10% this year and more than doubled in the last 12 months.\u00a0<\/p>\n Read also:\u00a0OPEN Stock Slips After First-Ever Buyback Cuts Share Count 5%, CEO Says ‘I\u2019m All In’<\/a><\/p>\n For updates and corrections, email newsroom[at]stocktwits[dot]com.<\/p>\n![\"image](\"https:\/\/www.europesays.com\/ai\/wp-content\/uploads\/2026\/08\/image_28_bbf899e3dd.png\")
IREN stock retail sentiment on August 13 as of 9:30 a.m. ET | Source: Stocktwits<\/p>\n
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