Cloud Infrastructure
CleanSpark
30-Second Executive Brief
Executive Assessment
CleanSpark functions as a regional institution within Cloud Infrastructure, backed by 0% sourcing coverage, with accelerating strategic relevance.
- Maintains 2 mapped relationships across the graph
- 0% sourcing coverage across sourced relationships
- Tracked as regional institution within the Cloud Infrastructure category
Executive Snapshot
- Strategic Role
- Regional Institution
- Sourcing Coverage
- 0%
- Ecosystem Influence
- Moderate
- Strategic Momentum
- Accelerating
View Methodology →
Computed live from this entity's own relationships and evidence: how many relationships carry at least one linked citation, weighted with citation recency and source type — independent of Strategic Importance, and not a prediction. Not a hand-typed number; recalculated on every read.
Coverage
- Mapped Relationships
- 2
- Technology Domains
- 3
Strategic Implications
- Central node connecting multiple strategic ecosystems
- Directly influences technology and capital flows
- Material relevance to downstream dependency mapping
Top Opportunities
Top Risks
Critical Dependencies
CleanSpark is a bitcoin mining company transitioning toward a broader infrastructure platform, having signed a 20-year lease at its Sandersville, Georgia campus that management says could generate $6.6 billion in contracted revenue as it pivots toward AI/HPC tenancy, including reported lease talks with Meta. Fiscal Q3 2026 revenue fell 30.5% year-over-year to $138.0 million (missing estimates) with adjusted EBITDA swinging to negative $113.0 million from positive $377.7 million a year earlier on bitcoin price volatility and mark-to-market accounting, even as the stock reaction to the long-term AI lease announcement partly offset the earnings miss.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
3 sources · 2 government/SEC filings
- SEC EDGAR 8-K filing — CleanSpark secures up to 890MW capacity in Houston regiongovernment
- SEC EDGAR 8-K filing — CleanSpark builds multi-stream infrastructure platformgovernment
- CleanSpark investor relations — CleanSpark Delivers $181 Million in Q1 Revenue, Strengthens Balance Sheet, and Advances Multi-Gigawatt AI Infrastructure Platformcompany
Latest Activity
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Sep 7, 2026
Acquisition & Investment Fit
AI-reasoned, generated only from entities already in InsightNodes's own graph — a hypothetical strategic-fit exercise, not real M&A intelligence or a signal that any deal is planned or in progress.
Relationship Map
The relationships surrounding CleanSpark — ownership, dependencies, regulation, technology and market context. Click any node to make it the new center, 2 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
CleanSpark's Timeline
A sourced, dated history of CleanSpark's key moments — founding to present.
Aug 2026 · Q3 FY2026: revenue falls 30.5% but 20-year Sandersville AI lease worth up to $6.6B announced
CleanSpark reported fiscal Q3 2026 revenue of $138.0 million (down 30.5% year-over-year, missing estimates) with adjusted EBITDA swinging to negative $113.0 million from positive $377.7 million a year earlier, driven by bitcoin price volatility and mark-to-market accounting; shares initially fell nearly 6% but partly recovered after the company announced a 20-year lease at its Sandersville, Georgia campus that management said could generate up to $6.6 billion in contracted AI/HPC revenue, alongside reported talks to lease capacity to Meta Platforms.