NeoCapCompaniesValuationsScenariosMetrics

CleanSpark

CLSK-πŸ‡ΊπŸ‡Έ USA
Price
$6.10
as of Nov 6, 2026
Market cap
$1.6B
as of Nov 6, 2026

Sites & Capacity

Total active power (IT load)0 MW
In build capacity (IT load)175 MW
Owned capacity share100%capacity-weighted, vs colocation
Unsited 2030 pipeline (gross)340 MWguided for 2030, no site named yet Β· 242 MW IT load Β· Q2 2026 Earnings Β· as of Sep 23, 2026

Projected AI capacity (IT load)*

0 MWEoY 20260 MWEoY 2027175450625 MWEoY 20281759061,081 MWEoY 2030
ContractedUncontracted

Active & in build (1)

Image
Site
CapacityIT load Β· theoretical gross
Est. capacityend of year, IT loadCommentaries
Sandersville β€” no photo yet
Sandersville, GA Β· USAUpdated Sep 17, 2026
Active
β€”
In build
175 MW
Theoretical
β€”
2028
175 MW
2030
175 MW
β€”

Pipeline portfolio (announced) (2)

Site
Planned capacityEst. capacityend of year, IT loadCommentaries
Austin County, TX Β· USAUpdated Oct 29, 2025
285 MWgrossmid-2027
2028
219 MW
2030
219 MW
ERCOT: Base Load Β· 285 MW gross
Brazoria County, TX Β· USAUpdated Feb 27, 2026 Β· manual entry
600 MWgrossQ4 2027
2028
231 MW
2030
445 MW
ERCOT: Base Load Β· 300 MW grossERCOT: Studied Load Β· 300 MW gross

ERCOT β€” ERCOT (Electric Reliability Council of Texas) operates the Texas grid. A large new load only gets energized once it has cleared ERCOT's interconnection process, so the label a block carries says how far along that approval is: Base Load: approved as firm load in ERCOT's planning models; energization still depends on the remaining steps. Studied Load: still in ERCOT's study queue β€” no firm approval yet.

Bitcoin mining (4)

SiteActive powerEst. capacityend of year, AI, IT loadCommentaries
Cheyenne, WY Β· USAUpdated Sep 30, 2025 Β· manual entry
110 MW
2028
β€”
2030
β€”
β€”
Washington, GA Β· USAUpdated Aug 17, 2022 Β· manual entry
86 MW
2028
β€”
2030
β€”
AI/HPC lease in discussion
Norcross, GA Β· USAUpdated Aug 6, 2021 Β· manual entry
β€”
2028
β€”
2030
β€”
β€”
College Park, GA Β· USAUpdated Sep 30, 2024 Β· manual entry
β€”
2028
β€”
2030
β€”
β€”

*Projected AI capacity, bitcoin-mining sites excluded: the fleet online today, plus each block's remaining capacity once its scheduled delivery falls before that year end (the delivery end date; failing that the delivery start date; failing that the energization target plus one year), plus each pipeline site's planned capacity (the sum of its block targets, or its theoretical capacity when no block states one) one year after its first energization target. A bitcoin-mining site contributes only the AI capacity a block explicitly estimates for EoY 2028 β€” a conversion someone has assessed β€” counted in full, since what runs there today is mining. Past its last scheduled date, in 2027 and 2028 a site is assumed to keep adding its current in-build amount each year, up to its theoretical capacity in IT load. Blocks without a signed customer count in full (no haircut set in the common metrics).

** Estimated: the source reported this figure on a gross basis. It is shown in IT load by dividing by the PUE common metric, currently 1.3.