CleanSpark
CLSKpublicBackers
No backer on file. That means no tracked fund's portfolio or Form D names this company — not that it is unbacked.
Thesis
A US player in the crypto & blockchain layer, CleanSpark is tracked here for its position in the AI supply chain. Management leaned into the theme on recent earnings calls — 17 AI and 6 data-center mentions across 2 releases in the trailing two quarters.
Risk: Like most of the crypto & blockchain layer, the AI narrative is additive rather than core — if AI capex slows, the stock trades on its legacy business, not the theme.
Contracts as provider
1 disclosure · 175 MW · $6.60B| Filed | Customer | Kind | Site | MW | GPUs | Term | Total | Status | Source |
|---|---|---|---|---|---|---|---|---|---|
| Jul 14, 2026 | the Tenant | Power supply | Sandersville, Georgia campus | 175 MW | — | 20 yr | $6.60B | Amendedverified | 8-K |
excerpt · extension termsOn July 10, 2026, the Company entered into the Lease with the Tenant. Under the Lease, the Tenant will lease data center infrastructure at the Company’s Sandersville, Georgia campus supporting 175 megawatts of critical information technology load. The Lease is a triple net lease (meaning all costs, charges, indemnities and expenses of every kind and nature will be paid by the Tenant) with annual escalators and an initial term of 20 years. The Tenant has two options to extend the term for five years each. ... Twenty-year triple-net (NNN) lease totaling $6.6 billion in contracted revenue, with up to $11.6 billion after full extension options 175 MW of critical IT load with deliveries expected to begin in Q4 2027 to a high-investment-grade tenant Extension: Two five-year extension options; up to $11.6 billion if both exercised. Report an issue with this row | |||||||||
Contracts as customer
1 disclosure · 200 MW| Filed | Provider | Kind | Site | MW | GPUs | Term | Total | Status | Source |
|---|---|---|---|---|---|---|---|---|---|
| Oct 29, 2025 | not stated | Power supply | Austin County, Texas | 200 MW | — | — | — | Expandedauto | 8-K |
excerptEnergization of more than 200 MW is expected in the first half of 2027Report an issue with this row | |||||||||
Signals
30 most recentJul 10, 2026FilingCleanSpark 8-K — Reg FD disclosure · Other event · Financial statements / exhibits8-K
May 26, 2026FilingDoes CleanSpark’s (CLSK) New Finance Chief Clarify Its Shift From Bitcoin Mining To AI Infrastructure? - simplywall.stnews
May 22, 2026FilingForget MSTR—This BTC Peer's Stock Gained 37% This Month, Powered By Hyperscalers Lease Talks And Elite Hedge Fund Buys - Sahmnews
May 18, 2026FilingFund Update: 10,635,739 CLEANSPARK (CLSK) shares added to Situational Awareness LP portfolio - Quiver Quantitativenews
May 13, 2026FilingAfter Surging 50% in Past Month, CleanSpark Inc (CLSK) Stock Rises More? - Yahoo Financenews
Nov 13, 2025FilingCleanSpark 8-K — Material agreement · Debt obligation · Unregistered equity sale · Other event · Financial statements / exhibits8-K
Nov 10, 2025FilingCleanSpark 8-K — Reg FD disclosure · Other event · Financial statements / exhibits8-K
Oct 29, 2025FilingCleanSpark 8-K — Reg FD disclosure · Other event · Financial statements / exhibits8-K
Sep 19, 2025FilingCleanSpark 8-K — Material agreement · Debt obligation · Reg FD disclosure · Financial statements / exhibits8-K
Sep 18, 2025FilingCleanSpark 8-K — Material agreement · Debt obligation · Reg FD disclosure · Financial statements / exhibits8-K
Sep 4, 2025FilingCleanSpark 8-K — Officer / director change · Reg FD disclosure · Financial statements / exhibits8-K