🏢 官网IRCLSKCodex · 实盘不做把握 8/10
北京时间·🕒 发布 20:30:00(美东 08:30)·⟳ 抓取 20:34:01·⚡ 决策 08-05 21:59:38 +1h25m·82.8 天前
CleanSpark 8月5日运营更新重提7月已公布的66亿美元HPC数据中心租约
66亿美元、20年、175MW的Sandersville租约本身对CleanSpark体量很大:平均年NOI约3.3亿美元,对比FY2025收入7.663亿美元和当前市值约36.7亿美元有重大性。
📄 原文CLSK↗ 原文
CleanSpark Releases July 2026 Operational Update
Secures twenty-year triple-net (NNN) lease totaling $6.6 billion in contracted revenue Includes 175 MW of critical IT l…
不做 CleanSpark(CLSK.US)
不做:66亿美元HPC租约是7月14日已公开并被交易的旧催化,8月5日月度运营更新没有新增客户、金额、融资或交付进展,盘中仅小幅上涨不足以形成新edge。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- 公司已在7月14日首发同一笔20年NNN租约,披露66亿美元初始合同收入、175MW IT负载和885MW Texas组合排他安排。市场反应:Investing.com等媒体称7月14日盘前CLSK约涨15%。
- 加密和数据中心媒体在7月14日当日上午扩散该租约,说明核心催化已公开传播。
- 8月5日运营更新重提7月完成首个HPC数据中心租约,并披露7月挖矿经营数据,但没有给出新增租约条款。市场反应:截至09:57 ET,CLSK报14.288美元,较前收仅涨0.83%。
关键理由
- 66亿美元、20年、175MW的Sandersville租约本身对CleanSpark体量很大:平均年NOI约3.3亿美元,对比FY2025收入7.663亿美元和当前市值约36.7亿美元有重大性。
- 但该租约核心条款已在2026-07-14由公司IR和PRNewswire首发,本次8月5日月度运营更新只是回顾7月执行情况,没有披露新增客户、追加容量、融资落地或提前交付。
- 当前股价14.288美元仅较前收涨0.83%,但7月14日首发后已出现约15%盘前反应,说明本次不具备新鲜可交易的重定价窗口。
主要风险
- 项目仍需约10-12百万美元/MW的建设成本,对175MW约17.5亿-21亿美元,融资、建设和监管节点未落地。
- 比特币挖矿月度数据未构成新增利好:7月产出586枚、月底持币13931枚,更多是例行经营披露。
反向证据
- 做多前查反向 · 来源 kb_search · 日期 2026-07-14 · 影响 invalidates
内部库命中7月14日公司IR和PRNewswire原始租约公告,以及7月15日研报解读,确认本次核心利好为旧闻。
检索:CleanSpark Sandersville HPC lease 6.6 billion 175 MW tenant old news July 14 2026 原文 ↗ - 做多前查反向 · 来源 kb_search · 日期 2026-06-22 · 影响 weakens
内部库有反方观点称CLSK估值已包含AI/HPC期权且执行风险仍高;这进一步削弱追多旧催化的风险收益。
检索:CleanSpark recent risks capex financing bitcoin mining HPC lease tenant 原文 ↗
工具调用 · 历史记录,结果未知(3 种)
- search_processed_events · 结果未知
- stock_quote · 结果未知
- kb_search · 结果未知
原文全文
展开原文 · 6,679 字
Secures twenty-year triple-net (NNN) lease totaling $6.6 billion in contracted revenue
Includes 175 MW of critical IT load with deliveries expected to begin in Q4 2027 to a high investment-grade tenant
LAS VEGAS
,
Aug. 5, 2026
/PRNewswire/ -- CleanSpark, Inc. (Nasdaq: CLSK) ("CleanSpark" or the "Company"), a market-leading data center developer, today released its unaudited
Bitcoin
mining and operations update for the month ended July 31, 2026.
"July was a transformative month for CleanSpark with the execution of our first HPC data center lease at our Sandersville campus," said CEO and Chairman Matt Schultz. "This was a 20-year true triple-net lease directly with a high investment-grade leading global technology company resulting in $6.6 billion in contracted revenue with a nearly 100% NOI margin. Our business is executing on parallel paths as we focus on commercialization and continue expanding our power and land portfolio while driving mining productivity."
Secures Lease for Data Center in Sandersville, GA
CleanSpark entered into a 20-year
infrastructure lease agreement
, with two five-year extension options, directly with a leading high investment-grade global technology company at its Sandersville, Georgia, campus. The agreement is expected to generate approximately $6.6 billion in contracted revenue over the initial term and will support the deployment of production-grade infrastructure dedicated to a range of computing workloads.
Transaction details:
Triple-net (NNN) lease with annual escalators
$6.6 billion of expected contract value across the initial 20-year term
$11.6 billion of expected contract value if two five-year extension options are exercised
Expected cumulative NOI contribution margin of nearly 100%, or an average annual NOI contribution of approximately $330 million
Estimated landlord project costs of $10-$12 million per MW of critical IT load
Announces Q3 FY2026 Earnings Call
CleanSpark will discuss its fiscal third quarter 2026 financial results via a live webcast beginning at 4:30 p.m. ET / 1:30 p.m. PT on Thursday, August 6, 2026.
To view the webcast, please
click here
.
July 2026
Bitcoin
Mining Highlights (Unaudited)
Production Metrics
Bitcoin produced
586
Peak single day bitcoin production
20.77
Average daily bitcoin production
18.91
CY2026 bitcoin produced
4,310
Fleet Metrics
Operational Hashrate
1
50 EH/s
Average operating hashrate
38.6 EH/s
Peak efficiency of deployed fleet
16.07 J/Th
Deployed fleet as of July 31
230,507
Power Portfolio Metrics
GW under contract
2
1.8 GW
Utilized MW
3
808 MW
Bitcoin
Treasury Activity
Total bitcoin holdings as of June 30
13,924
Bitcoin produced
586
Bitcoin sold at spot
(229)
Bitcoin sold pursuant to call exercises
(350)
Total
bitcoin
holdings as of July 31
4
13,931
Average price per
bitcoin
sold
5
$66,133
1
Operational Hashrate refers to the highest hashrate historically achieved concurrently by all installed and functional miners that
were: properly racked and configured, supported by energized infrastructure, and capable of actively contributing to our mining pool
or directly to the Bitcoin network.
2
GW under contract includes all contracted power capacity for wholly owned or leased sites and excludes any other non-binding
arrangements.
3
Utilized MW represents the maximum megawatts used concurrently in support of the fleet's Operational Hashrate.
4
As of July 31, 2026, CleanSpark's Bitcoin holdings were 13,931 in total, of which 4,070 was posted as collateral or as receivable and
all related to derivative transactions.
5
Average price calculated as net proceeds from bitcoin sold plus net premiums generated divided by total bitcoin sold.
About CleanSpark
CleanSpark (Nasdaq: CLSK), is a market-leading data center developer with a proven track record of success. We control a portfolio of more than 1.8 GW of power, land, and data centers across the United States powered by globally competitive energy prices. Sitting at the intersection of
Bitcoin
, energy, operational excellence, and capital stewardship, we optimize our infrastructure to deliver superior returns to our shareholders. Monetizing low-cost, high reliability energy by producing a global emerging critical resource – compute – positions us to prosper in an ever-changing world.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. In this press release, forward-looking statements include, but may not be limited to, statements regarding the Company's expectations, beliefs, plans, intentions, and strategies. In some cases, you can identify forward-looking statements by terms such as "may," "will," "should," "expects," "plans," "anticipates," "could," "intends," "targets," "projects," "contemplates," "believes," "estimates," "forecasts," "predicts," "potential" or "continue" or the negative of these terms or other similar expressions. The forward-looking statements are subject to a variety of known and unknown risks, uncertainties and other important factors that may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements, including, but not limited to: scaling towards becoming a multi-gigawatt AI and digital infrastructure platform; the success and performance of the Company's non-
bitcoin
data center activities and expansion into non-
bitcoin
infrastructure; completion of construction, regulatory approvals, and electrical power availability to achieve anticipated growth; the success and performance of the
digital asset
management and derivatives trading activities; the success of our digital currency mining activities;
bitcoin
volatility; the dependency on utility rate structures and government incentive programs; and other risks described in the Company's prior press releases and in its filings with the Securities and Exchange Commission (SEC), including under the heading "Risk Factors" in those filings. Forward-looking statements contained herein are made only as to the date of this press release, and we assume no obligation to update or revise any forward-looking statements as a result of any new information, changed circumstances or future events or otherwise, except as required by applicable law.
Investor Relations Contact
Harry Sudock
702-989-7693
ir@cleanspark.com
Media Contact
Eleni Stylianou
702-989-7694
pr@cleanspark.com
View original content to download multimedia:
https://www.prnewswire.com/news-releases/cleanspark-releases-july-2026-operational-update-302843682.html
SOURCE CleanSpark, Inc.
Includes 175 MW of critical IT load with deliveries expected to begin in Q4 2027 to a high investment-grade tenant
LAS VEGAS
,
Aug. 5, 2026
/PRNewswire/ -- CleanSpark, Inc. (Nasdaq: CLSK) ("CleanSpark" or the "Company"), a market-leading data center developer, today released its unaudited
Bitcoin
mining and operations update for the month ended July 31, 2026.
"July was a transformative month for CleanSpark with the execution of our first HPC data center lease at our Sandersville campus," said CEO and Chairman Matt Schultz. "This was a 20-year true triple-net lease directly with a high investment-grade leading global technology company resulting in $6.6 billion in contracted revenue with a nearly 100% NOI margin. Our business is executing on parallel paths as we focus on commercialization and continue expanding our power and land portfolio while driving mining productivity."
Secures Lease for Data Center in Sandersville, GA
CleanSpark entered into a 20-year
infrastructure lease agreement
, with two five-year extension options, directly with a leading high investment-grade global technology company at its Sandersville, Georgia, campus. The agreement is expected to generate approximately $6.6 billion in contracted revenue over the initial term and will support the deployment of production-grade infrastructure dedicated to a range of computing workloads.
Transaction details:
Triple-net (NNN) lease with annual escalators
$6.6 billion of expected contract value across the initial 20-year term
$11.6 billion of expected contract value if two five-year extension options are exercised
Expected cumulative NOI contribution margin of nearly 100%, or an average annual NOI contribution of approximately $330 million
Estimated landlord project costs of $10-$12 million per MW of critical IT load
Announces Q3 FY2026 Earnings Call
CleanSpark will discuss its fiscal third quarter 2026 financial results via a live webcast beginning at 4:30 p.m. ET / 1:30 p.m. PT on Thursday, August 6, 2026.
To view the webcast, please
click here
.
July 2026
Bitcoin
Mining Highlights (Unaudited)
Production Metrics
Bitcoin produced
586
Peak single day bitcoin production
20.77
Average daily bitcoin production
18.91
CY2026 bitcoin produced
4,310
Fleet Metrics
Operational Hashrate
1
50 EH/s
Average operating hashrate
38.6 EH/s
Peak efficiency of deployed fleet
16.07 J/Th
Deployed fleet as of July 31
230,507
Power Portfolio Metrics
GW under contract
2
1.8 GW
Utilized MW
3
808 MW
Bitcoin
Treasury Activity
Total bitcoin holdings as of June 30
13,924
Bitcoin produced
586
Bitcoin sold at spot
(229)
Bitcoin sold pursuant to call exercises
(350)
Total
bitcoin
holdings as of July 31
4
13,931
Average price per
bitcoin
sold
5
$66,133
1
Operational Hashrate refers to the highest hashrate historically achieved concurrently by all installed and functional miners that
were: properly racked and configured, supported by energized infrastructure, and capable of actively contributing to our mining pool
or directly to the Bitcoin network.
2
GW under contract includes all contracted power capacity for wholly owned or leased sites and excludes any other non-binding
arrangements.
3
Utilized MW represents the maximum megawatts used concurrently in support of the fleet's Operational Hashrate.
4
As of July 31, 2026, CleanSpark's Bitcoin holdings were 13,931 in total, of which 4,070 was posted as collateral or as receivable and
all related to derivative transactions.
5
Average price calculated as net proceeds from bitcoin sold plus net premiums generated divided by total bitcoin sold.
About CleanSpark
CleanSpark (Nasdaq: CLSK), is a market-leading data center developer with a proven track record of success. We control a portfolio of more than 1.8 GW of power, land, and data centers across the United States powered by globally competitive energy prices. Sitting at the intersection of
Bitcoin
, energy, operational excellence, and capital stewardship, we optimize our infrastructure to deliver superior returns to our shareholders. Monetizing low-cost, high reliability energy by producing a global emerging critical resource – compute – positions us to prosper in an ever-changing world.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. In this press release, forward-looking statements include, but may not be limited to, statements regarding the Company's expectations, beliefs, plans, intentions, and strategies. In some cases, you can identify forward-looking statements by terms such as "may," "will," "should," "expects," "plans," "anticipates," "could," "intends," "targets," "projects," "contemplates," "believes," "estimates," "forecasts," "predicts," "potential" or "continue" or the negative of these terms or other similar expressions. The forward-looking statements are subject to a variety of known and unknown risks, uncertainties and other important factors that may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements, including, but not limited to: scaling towards becoming a multi-gigawatt AI and digital infrastructure platform; the success and performance of the Company's non-
bitcoin
data center activities and expansion into non-
bitcoin
infrastructure; completion of construction, regulatory approvals, and electrical power availability to achieve anticipated growth; the success and performance of the
digital asset
management and derivatives trading activities; the success of our digital currency mining activities;
bitcoin
volatility; the dependency on utility rate structures and government incentive programs; and other risks described in the Company's prior press releases and in its filings with the Securities and Exchange Commission (SEC), including under the heading "Risk Factors" in those filings. Forward-looking statements contained herein are made only as to the date of this press release, and we assume no obligation to update or revise any forward-looking statements as a result of any new information, changed circumstances or future events or otherwise, except as required by applicable law.
Investor Relations Contact
Harry Sudock
702-989-7693
ir@cleanspark.com
Media Contact
Eleni Stylianou
702-989-7694
pr@cleanspark.com
View original content to download multimedia:
https://www.prnewswire.com/news-releases/cleanspark-releases-july-2026-operational-update-302843682.html
SOURCE CleanSpark, Inc.
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