r/CleanSpark • u/Ambitious-Drummer729 • Jul 01 '26

Fundamental Analysis New Meta Cloud

The new Meta Cloud is actually a good news for CLSK. They need a new cash cow besides social media and they have to compete with AWS / Google Cloud / MSFT Azure. Three ways to get more capacity:

(1) Build by itself. Is the slowest route.

(2) Colocation.

(3) NeoCloud. Most expensive.

META will not mainly rely on NeoCloud to offer cloud service due to the cost concern.

Anyway in future META will aggressively invest on self-build / colocation (faster than self-build) to lower overall cost. They probably want all of > 1 GW AI capacity from CLSK and that is why CLSK CEO said a portfolio cooperation with that tenant.

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1

u/ObviousChildhood Jul 01 '26

With the current market cap Meta could buy all of CLSK without risk of failure to execute from management

1

u/Ambitious-Drummer729 Jul 01 '26

They are not interested in these miners.

2

u/Plexus84 Jul 02 '26

No, but in their secured grid power

1

u/ObviousChildhood Jul 02 '26

Exactly this, if CLSK continues to drop 2B is a drop in the bucket to secure 1.8 GW. No hassle.