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CleanSpark Releases December 2025 Bitcoin Mining Update

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Calendar year bitcoin production increase of more than 10% year over year Completes year marked by s...

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AI Summary

CleanSpark reported a year-on-year Bitcoin production increase of over 10% for 2025, indicating strong operational performance. The company is advancing its entry into AI data centers while successfully managing power requirements, as evidenced by their demand response capabilities during extreme weather. A significant convertible notes offering further strengthens its financial position.

Trading Thesis

CleanSpark's diversification into AI and operational strength should attract long-term investment interest.

Market-Moving

  • CleanSpark's production growth signals resilience in a tough Bitcoin mining environment.
  • Entry into AI data centers could enhance revenue streams.
  • Successful power management strategies may reduce operational costs.
  • Convertible notes offering bolsters financial flexibility and growth potential.
  • Demand response capabilities may improve relationships with utility partners.

Key Facts

  • Bitcoin produced in December 2025: 622 BTC.
  • Total Bitcoin holdings as of December: 13,099 BTC.
  • Operational hashrate peaked at 50.0 EH/s.
  • Closed $1.15 billion zero-coupon convertible notes offering.
  • Established power contracts of 1.45 GW.

Companies Mentioned

  • Tennessee Valley Authority (TVA): CleanSpark's partnership helps balance energy supply during demand peaks.
  • Submer (N/A): Strategic partner for AI data center expansion in North America.

Corporate Developments

The analysis falls under corporate developments due to CleanSpark's strategic entry into AI data centers and operational milestones. Such innovations not only diversify the revenue streams but also reflect the company’s adaptability to emerging technologies and market demands.

FAQ

Why Bullish?

CleanSpark's consistent production growth and strategic expansion into AI promote investor confidence, potentially enhancing stock value. Historical examples, like during the crypto boom of 2021, demonstrate how diversification can yield positive market reactions.

How important is it?

The article outlines significant operational and strategic developments that are likely to drive future growth and investor interest, warranting a moderate importance score. CleanSpark's initiatives reflect a strong response to market trends, enhancing its competitiveness.

Why Long Term?

The company's commitment to AI infrastructure and operational improvements indicates sustained growth potential. Past expansions in technology-led sectors frequently result in long-term value increases, as seen with other tech-focused companies.

Related Companies

CleanSpark (Nasdaq: CLSK) Releases December 2025 Bitcoin Mining Update

CleanSpark, Inc. (Nasdaq: CLSK), America’s Bitcoin Miner®, announced its unaudited Bitcoin mining and operations update for December 2025, highlighting a significant increase in Bitcoin production of over 10% year over year. This update comes at the conclusion of a year filled with strategic advancements and aims to solidify CleanSpark’s position in both Bitcoin mining and AI data centers.

Operational Performance and Growth in Bitcoin Production

Chief Executive Officer and Chairman Matt Schultz stated, “December closed 2025 with continued strong operational performance across our mining operations and Digital Asset Management groups.” He emphasized that CleanSpark achieved a year-over-year increase in Bitcoin production, overcoming the challenges posed by ongoing network difficulties. This operational resilience underlines the Company's ability to sustain its growth trajectory while advancing infrastructure plans related to AI.

Demand Response System Enhances Reliability

In a notable operational maneuver, CleanSpark temporarily reduced its Bitcoin mining power consumption by hundreds of megawatts during one of the coldest days of December 2025. This swift response to the Tennessee Valley Authority's request demonstrated CleanSpark’s commitment to energy efficiency and reliability. The Company powered down operations at 11 sites within just 10 minutes, showcasing its advanced demand response capabilities.

Scott Garrison, CleanSpark Chief Development Officer and Executive Vice President, remarked, “This curtailment demonstrates our continued commitment to being a reliable partner to utilities and the communities in which we operate.” He stressed the importance of collaborating with local utility partners to stabilize the power grid during peak demand.

Highlights From Calendar Year 2025

As the year concluded, CleanSpark marked several strategic milestones:

  • Transitioned from a pure-play Bitcoin miner to incorporating AI capabilities, appointing Jeffrey Thomas as Senior Vice President of AI Data Centers.
  • Announced a partnership with Submer for AI data center expansion across North America.
  • Acquired a 271-acre site in Texas with long-term power supply agreements totaling 285 megawatts.
  • Completed an upsized offering of $1.15 billion in zero-coupon convertible notes, enhancing CleanSpark’s power portfolio.

December 2025 Bitcoin Mining Statistics

Here are the key Bitcoin mining metrics for December 2025:

  • Bitcoin produced: 622
  • Peak single-day Bitcoin production: 20.59
  • Average daily Bitcoin production: 20.07
  • Total Bitcoin produced in Calendar Year 2025: 7,746

Fleet and Power Metrics

  • Operational Hashrate: 50.0 EH/s
  • Deployed fleet as of December 31, 2025: 245,199 miners
  • Total Bitcoin holdings: 13,099 (1,647 Bitcoin served as collateral)
  • Power under contract: 1.45 GW with 808 MW utilized.

About CleanSpark (Nasdaq: CLSK)

CleanSpark, Inc. stands out as a market-leading data center developer, operating with a strong focus on optimizing infrastructure to provide superior returns on investment. With a portfolio spanning over 1.4 GW of power, CleanSpark is strategically positioned at the intersection of Bitcoin, energy, and operational excellence.

Forward-Looking Statements

This announcement includes forward-looking statements as defined by the Private Securities Litigation Reform Act of 1995. These statements reflect CleanSpark's expectations and are subject to various risks and uncertainties, which may cause actual results to differ materially.

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