Key insights
- Sharon AI's stock surged on a significant six-year compute deal with NVIDIA, involving 72MW of data center capacity and up to 40,000 GPUs. This collaboration, featuring a revenue-sharing model, expands Sharon AI's infrastructure and is expected to boost its GPU deployment significantly by mid-2027. The deal highlights strong demand for AI compute resources and NVIDIA's dominant role in supplying the necessary hardware, potentially signaling positive momentum for companies involved in the AI infrastructure supply chain.
Investing.com -- Sharon AI Holdings Inc. (NASDAQ:SHAZ) shares surged 25% Friday following the announcement of a six-year strategic compute collaboration with NVIDIA (NASDAQ:NVDA).
Under the agreement, NVIDIA and Sharon AI will deploy 72 megawatts of new data center capacity in Australia, scaling up to 40,000 Grace Blackwell GB300 GPUs to serve AI startups, enterprises, and university researchers. The companies will implement NVIDIA’s DSX AI factory design.
The collaboration features a revenue-sharing and credit-support model that allows Sharon AI to commit to large-scale NVIDIA infrastructure while aligning economics. Sharon AI will sell NVIDIA-powered cloud services, with NVIDIA earning both standard product revenue and a share of cloud revenue on the supported capacity.
"This strategic compute collaboration with NVIDIA marks a pivotal moment in Sharon AI’s mission to deliver sovereign, large-scale AI compute infrastructure. Securing access to 72MW of data center capacity enables us to deploy up to an additional 40,000 Grace Blackwell GB300 GPUs, providing access to accelerated compute to enterprise, startup and AI native customers who otherwise may not have been able to access it," commented James Manning, Co-Founder and Chief Executive Officer at Sharon AI.
The agreement builds on Sharon AI’s existing position as a certified NVIDIA Cloud Partner and its infrastructure footprint within Australian data centers. Following the deal, Sharon AI’s total AI factory capacity has expanded to 132MW, of which 102MW is contracted to end customers.
The company expects to have more than 55,000 total NVIDIA GPUs deployed by mid-2027.
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