CLEANSPARK INC C/WTS 29/12/2028 (TO PUR COM)

Neo Cloud/數據中心表現不佳

$Coreweave(CRWV.US) $Nebius(NBIS.US) $IREN(IREN.US) $Applied Digital(APLD.US) $Galaxy Digital(GLXY.US) $Cipher Digital(CIFR.US) $Terawulf(WULF.US) $CleanSpark(CLSK.US) $Keel Infrastructure(KEEL.US) $Riot Platforms(RIOT.US) $Whitefiber(WYFI.US) $Navitas Semiconductor(NVTS.US)

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Firmus Grid 瞄準 A$50 億 IPO，估值達 A$437 億 - $Nebius(NBIS.US) $IREN(IREN.US) $Whitefiber(WYFI.US) $Coreweave(CRWV.US) $CleanSpark(CLSK.US) $Riot Platforms(RIOT.US) $Terawulf(WULF.US) $Applied Digital(APLD.US) $Hut 8 Mining(HUT.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ Firmus Grid 目標通過 IPO 籌集 A$50 億。

➤ IPO 發行價為每股 A$11。

➤ 定價將使 Firmus Grid 估值達到 A$437 億。

➤ 該估值約合 US$303 億。

➤ 承銷商報告稱有足夠多的意向訂單來覆蓋 A$50 億的發行規模。

➤ 交易規模可能額外擴大 A$5 億。

➤ 機構簿記建檔將於週二開啓，預計週五截止。

➤ Firmus Grid 的 ASX 上市計劃定於 10 月 23 日。

➤ 此次發行將成為澳大利亞歷史上規模最大的 IPO 之一。

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ 成功的發行可能會顯著提振澳大利亞低迷的 IPO 市場。

➤ 估值凸顯了投資者對數據中心基礎設施的興趣。

➤ 潛在的 A$5 億擴容表明早期機構需求強勁。

➤ 該交易可能成為未來基礎設施上市的重要標杆。

$CleanSpark(CLSK.US) | H.C. Wainwright 重申買入評級，目標價 $22

分析師認為，Sandersville 的執行降低了風險，且近期在 HPC/AI 領域的機遇極具吸引力，尚未反映在股價中。

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $CleanSpark(CLSK.US) CleanSpark Signs $𝟲.𝟲 𝗕𝗶𝗹𝗹𝗶𝗼𝗻 AI Data Center Lease With Global Technology Company

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗖𝗹𝗲𝗮𝗻𝗦𝗽𝗮𝗿𝗸 signed a 𝟮𝟬-𝘆𝗲𝗮𝗿 triple-net (NNN) data center lease.

➤ Lease is expected to generate $𝟲.𝟲 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 in contracted revenue.

➤ Contract value could reach $𝟭𝟭.𝟲 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 with extension options.

➤ Agreement covers 𝟭𝟳𝟱 𝗠𝗪 of critical IT load in Sandersville, Georgia.

➤ Infrastructure deliveries are expected to begin in 𝗤𝟰 𝟮𝟬𝟮𝟳.

➤ Tenant is a 𝗵𝗶𝗴𝗵 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁-𝗴𝗿𝗮𝗱𝗲 global technology company.

➤ Expected cumulative 𝗡𝗢𝗜 contribution margin is nearly 𝟭𝟬𝟬%.

➤ Average annual 𝗡𝗢𝗜 contribution is projected at approximately $𝟯𝟯𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻.

➤ July Bitcoin production totaled 𝟱𝟴𝟲 𝗕𝗧𝗖, bringing 2026 production to 𝟰,𝟯𝟭𝟬 𝗕𝗧𝗖.

➤ Bitcoin holdings increased to 𝟭𝟯,𝟵𝟯𝟭 𝗕𝗧𝗖 as of July 31, 2026.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Marks CleanSpark's first major 𝗛𝗣𝗖 data center leasing agreement.

➤ Diversifies revenue beyond Bitcoin mining into long-term AI infrastructure.

➤ Provides highly visible, recurring cash flows through a multi-decade contract.

➤ Highlights accelerating enterprise demand for AI-ready data center capacity.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗠𝗮𝘁𝘁 𝗦𝗰𝗵𝘂𝗹𝘁𝘇, CEO and Chairman of CleanSpark:

"July was a transformative month for CleanSpark with the execution of our first HPC data center lease at our Sandersville campus. 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."

$IREN(IREN.US) 在修訂 ARR 目標至 40 億美元以上（來自新的 AI 雲合同）後上漲 19.69%。其客户羣現在包括微軟、英偉達、Perplexity 和 Figure。

$Hut 8 Mining(HUT.US) 因一份為期 15 年、價值 98 億美元的 AI 數據中心租賃協議下跌 10.45%

$Cipher Digital(CIFR.US) 上漲 16.76%

$CleanSpark(CLSK.US) 上漲 13.7%

$Whitefiber(WYFI.US) 上漲 9.18%

$Nebius(NBIS.US) 和 $Coreweave(CRWV.US) 還在慢慢消化中。

但看起來 Neoclouds/Colo 類玩家在新催化劑（如 Kimi 算力短缺新聞和新合同）推動下正在強勁復甦。

🏆 每週十大分析師評級：

$Hut 8 Mining(HUT.US) $派拓網絡(PANW.US) $聯合健康(UNH.US) $英特爾(INTC.US) $CleanSpark(CLSK.US) $AMC院線(AMC.US) $航空環境(AVAV.US) $Arm(ARM.US) $Circle(CRCL.US) $蘋果(AAPL.US)