PR Newswire TechnologyCodex · 实盘不做把握 8/10
北京时间·🕒 发布 20:30:00时区推断·⟳ 抓取 20:30:20·⚡ 决策 08-05 22:30:13 +1h59m·82.8 天前
CleanSpark月度运营更新重提66亿美元HPC数据中心租约
本次8月5日月度运营更新的核心亮点是CleanSpark(CLSK.US)175MW、20年期、66亿美元HPC数据中心租约,但内部库显示该租约已于2026年7月14日由公司IR和PR Newswire正式披露。
📄 原文PR Newswire Technology↗ 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)
同一66亿美元Sandersville HPC数据中心租约已于7月14日披露,且系统在8月5日13:59和14:08 UTC已处理同一催化;本条月度运营更新未新增租户身份、金额、融资或交付进展,不重复建仓。
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
关键理由
- 本次8月5日月度运营更新的核心亮点是CleanSpark(CLSK.US)175MW、20年期、66亿美元HPC数据中心租约,但内部库显示该租约已于2026年7月14日由公司IR和PR Newswire正式披露。
- 按当前市值约35.94亿美元测算,66亿美元20年合同名义额约为市值1.8倍、年均NOI约3.3亿美元约为市值9.2%,本身重大,但不是本条新增事实。
- 已处理消息库在2026-08-05 13:59 UTC和14:08 UTC已记录同一催化,当前信号属于重复转述,不应再次推卡或建仓。
主要风险
- 若后续首次披露租户身份、融资结构、交付里程碑或合同条款重大变化,应作为新事件重判。
反向证据
- 做多前查反向 · 来源 kb_search · 日期 2026-07-15 · 影响 weakens
KB命中研究摘要称该HPC交易是强开端但关键在执行,并提示建设、融资与交付风险;该反证不改变“重复不做”的结论。
检索:CleanSpark AI HPC data center lease execution risk financing capex dilution bearish 原文 ↗
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原文全文
展开原文 · 6,389 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 Hashrate1 |
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 contract2 |
1.8 GW |
Utilized MW3 |
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 314 |
13,931 |
Average price per bitcoin sold5 |
$66,133 |
1Operational Hashrate refers to the highest hashrate historically achieved concurrently by all installed and functional miners that |
2GW under contract includes all contracted power capacity for wholly owned or leased sites and excludes any other non-binding |
3Utilized MW represents the maximum megawatts used concurrently in support of the fleet's Operational Hashrate. |
4As 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 |
5Average 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
[email protected]
Media Contact
Eleni Stylianou
702-989-7694
[email protected]
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 Hashrate1 |
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 contract2 |
1.8 GW |
Utilized MW3 |
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 314 |
13,931 |
Average price per bitcoin sold5 |
$66,133 |
1Operational Hashrate refers to the highest hashrate historically achieved concurrently by all installed and functional miners that |
2GW under contract includes all contracted power capacity for wholly owned or leased sites and excludes any other non-binding |
3Utilized MW represents the maximum megawatts used concurrently in support of the fleet's Operational Hashrate. |
4As 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 |
5Average 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
[email protected]
Media Contact
Eleni Stylianou
702-989-7694
[email protected]
SOURCE CleanSpark, Inc.
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