CleanSpark, Inc. (CLSK) Stock: Momentum Builds as 2025 Bitcoin Production Surges and AI Expansion Accelerates

Bitcoin Miner's Stock Surges on Dual-Thrust Strategy

The Hashrate Hustle

CleanSpark isn't just mining digital gold—it's building the power grid to do it. Their 2025 production surge wasn't an accident; it was a calculated land grab for the most efficient mining real estate in North America. While other miners sweat over energy contracts, CleanSpark's vertically integrated model flips the script—controlling the megawatts from source to socket.

The AI Pivot: From Bitcoin to Brainpower

Here's where it gets interesting. That massive, flexible energy infrastructure? It's becoming a launchpad for artificial intelligence. High-performance computing and AI workloads are desperate for two things: cheap power and scalable capacity. CleanSpark's mining farms, with their built-in substations and cooling systems, are uniquely positioned to repurpose assets—turning bitcoin ASICs into AI servers almost overnight. It's a hedge that Wall Street actually understands.

A Bet on the Digital Future

This isn't a story about a bitcoin miner anymore. It's about a infrastructure company betting that the future runs on specialized compute—whether for securing blockchains or training large language models. The stock momentum reflects a growing consensus: in the race for digital infrastructure, those who control the joules win. Of course, this all assumes the next crypto winter doesn't arrive like a polar vortex—because nothing tests a business model like a 70% drop in your primary revenue stream. Just ask the 'efficient' miners from the last cycle.

TLDR

• December output hits 622 BTC as fleet, efficiency and hashrate scale higher
• Annual production reaches 7,746 BTC with 50 EH/s peak capacity gains
• Tennessee demand-response proves fast, multi-site grid coordination
• Texas site and 285-MW power deals drive mining and AI expansion plans
• Zero-coupon notes boost capital to speed infrastructure buildout

CleanSpark (CLSK) stock briefly spiked in early trading before pulling back and stabilizing around $12.34, up 0.28% on the day.

CleanSpark, Inc., CLSK

CleanSpark began the week with steady trading action as the company posted strong operational progress and expanding capacity. The stock moved higher early in the session yet later stabilized as markets absorbed new performance data. The update signaled rising momentum as CleanSpark advanced mining growth and scaled emerging AI infrastructure plans.

Strong Operational Gains in December 2025

CleanSpark reported solid December results as its network efficiency strengthened across multiple states and supported higher monthly output. The company produced 622 Bitcoin during the month, and performance held firm despite network difficulty pressure. Production averaged more than 20 bitcoin per day, and this continued a rising trend that shaped results through the year.

CleanSpark boosted annual production to 7,746 bitcoin as its installed fleet reached 245,199 units. The company extended operational capability as its hashrate peaked at 50.0 EH/s during the month. Capacity increases supported system stability and they positioned CleanSpark to reinforce long-term operational planning.

Power utilization reached 808 megawatts as the company expanded efficiency efforts. CleanSpark advanced fleet optimization, and it achieved peak efficiency of 16.07 J/Th across its deployed machines. These results contributed to stronger output and provided a base for upcoming development targets.

Demand Response and Power Coordination Efforts

CleanSpark strengthened energy coordination in Tennessee as its demand-response program supported the local grid during extreme winter conditions. The company reduced power load within minutes, and this fast action enabled regional authorities to stabilize supply. The system operated through custom communications tools, and it enhanced real-time grid management.

CleanSpark’s teams supported multiple sites and coordinated curtailment across 11 locations during the request. The MOVE demonstrated operational flexibility, and it showed how mining operations can assist grid partners during peak conditions. Each site worked through integrated software, and the rapid response highlighted the company’s technical investment.

This approach reaffirmed CleanSpark’s long-standing commitment to supporting utility networks. The company emphasized ongoing development work, and it aims to improve reliability across expanding service areas. These actions also align with wider plans to integrate energy-efficient processes into future operations.

Expansion Strategy and AI Integration Plans

CleanSpark advanced its shift toward combined Bitcoin mining and AI compute development as new projects gained traction. The company secured a 271-acre site in Texas, and it added long-term power agreements totaling 285 megawatts. These agreements strengthened resource planning, and they expanded opportunities for diversified growth.

CleanSpark selected Submer as a strategic partner to support new AI data center initiatives across North America. The partnership introduced immersion-cooling systems, and they are expected to enhance long-term efficiency across upcoming facilities. The company also added senior leadership to drive these developments, and execution plans continued through the year.

CleanSpark expanded capital flexibility with a $1.15 billion zero-coupon convertible notes offering. This financing broadened its power portfolio, and it positioned the company to accelerate infrastructure buildout. The update underscored a period of firm growth, and CleanSpark entered 2026 with rising operational momentum.