CleanSpark Shifts to AI Data Centers, Projecting $9.3 Billion in AI Revenue by 2026
Written by Ohris M. Greyoon, Blockchain & Crypto Expert
Source: Coinmarketcap
Updated: Dec 31 2025- Strategic Shift: CleanSpark and IREN are pivoting to AI data centers amid pressures from the projected crypto winter, with CleanSpark's major AI data center deal in Wyoming expected to generate $9.3 billion in revenue by late 2026, significantly enhancing the company's financial outlook.
- Market Valuation Surge: The transition to AI contracts has led to a combined market cap increase of $16 billion within a month for AI-focused miners, significantly outpacing Bitcoin's growth during the same period, indicating strong market confidence in AI miners.
- Revenue Structure Change: IREN's lucrative five-year contract with Microsoft is projected to account for over 40% of its revenue by 2027, highlighting the growing importance of AI hosting services in its business model and reflecting miners' rapid adaptation to market demands.
- Technological and Financial Transformation: The shift towards AI by miners could trigger significant technological and financial transformations in the sector, as historical trends suggest that firms aligning with AI data center metrics tend to receive higher market ratings, thereby enhancing their competitive edge.
About the author
Ohris M. Greyoon
Ohris M. Greyoon holds a Master’s in Computer Science from MIT and has 10 years of experience in blockchain technology and cryptocurrency markets. A pioneer in decentralized finance (DeFi) analysis, he leads Intellectia’s Crypto News, offering cutting-edge insights into digital assets.
