January 14, 2026
Finance

CleanSpark Accelerates AI Data Center Strategy with Texas Land Acquisition Near Houston

Strategic expansion in ERCOT region positions CleanSpark to meet growing demand for high-capacity transmission power in AI and HPC markets

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Summary

CleanSpark, Inc. has announced a significant expansion of its Texas operations through the acquisition of land and transmission facilities near Houston. The new site is intended to support large-scale data centers specializing in artificial intelligence and high-performance computing workloads. This development marks the company’s second major project within the Electric Reliability Council of Texas (ERCOT) market, enhancing its capacity to deliver power at transmission level for compute-intensive customers.

Key Points

CleanSpark has entered an agreement to acquire up to 447 acres in Brazoria County, Texas, including a transmission facilities extension, to support AI and HPC data centers.
The initial capacity at the Brazoria County site is expected to be approximately 300 MW, with the possibility to expand to 600 MW.
This development complements CleanSpark’s existing Austin County project, bringing total potential capacity in the greater Houston region to over 890 MW.
CEO Matt Schultz emphasized growing demand for AI-native compute power and the scarcity of transmission-level electricity in strategic areas, underscoring the value of these acquisitions.
CleanSpark, Inc. (NASDAQ: CLSK) disclosed plans to broaden its presence in Texas by securing a substantial land parcel complemented by transmission infrastructure near Houston. This initiative aims to provide the foundation for expansive data center campuses geared toward artificial intelligence (AI) applications and high-performance computing (HPC) operations. The company emphasizes the strategic importance of transmission-level electrical capacity, which represents a limited commodity within the current market, particularly in areas with optimal grid positioning. The formal agreement encompasses the acquisition of up to 447 acres located in Brazoria County, Texas. In addition to the land purchase, CleanSpark has arranged a long-term extension for associated transmission facilities, ensuring durable access to the necessary electrical infrastructure. The newly designated site is projected to initially support close to 300 megawatts (MW) of power utility capacity, with prospective scalability reaching up to 600 MW. This Brazoria County project supplements CleanSpark’s existing efforts in the ERCOT region, specifically its development initiative in Austin County. Together, these two locations collectively offer an aggregate potential capacity exceeding 890 MW. Such concentration within the greater Houston area underpins the company’s strategy to establish a network of multi-campus deployments, catering to the rising needs of AI and compute-intensive clientele. Matt Schultz, CleanSpark’s Chief Executive Officer, underscored the accelerating requirement for AI-native compute resources. He highlighted the increasing scarcity of accessible transmission-level power, particularly in regions holding distinct strategic advantages. Schultz remarked, "This agreement underscores our ability to source and secure high-quality power at scale while building regional density that is highly attractive to leading AI and compute customers." Beyond the land acquisition, CleanSpark recently released its December 2025 update pertaining to its Bitcoin mining operations. This update detailed key production and efficiency metrics, thus furnishing investors with additional insight into the company’s operational execution as it simultaneously expands its footprint in AI-centric infrastructure sectors. The market responded positively to the announcement, with CLSK shares rising 6.2% to close at $13.34 on Wednesday. CleanSpark’s dual-site approach within the ERCOT market enables it to offer notable transmission capacity, a critical resource for AI data centers requiring stable and substantial power input. By securing these strategically positioned locations, CleanSpark is fortifying its position in the competitive environment for AI and HPC infrastructure development.
Risks
  • Availability of transmission-level power remains limited and could impact expansion or operational plans.
  • Execution risk related to development and operationalization of large-scale data center campuses on acquired sites.
  • Market acceptance and sustained demand for AI and HPC compute infrastructure are necessary to realize full site potential.
  • The company's Bitcoin mining operations and AI infrastructure expansions require efficient integration and could present operational challenges.
Disclosure
Education only / not financial advice
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