other material
confidence high
sentiment positive
materiality 0.80
SharonAI announces $4.88B six-year compute collaboration with NVIDIA for up to 40,000 GB300 GPUs
SharonAI Holdings Inc.
- Six-year deal with NVIDIA (NVDA) for up to $4.88B; 72MW new data center capacity in Australia deploying up to 40,000 Grace Blackwell GB300 GPUs.
- Revenue-sharing and credit-support model: SharonAI sells cloud services; NVIDIA earns product revenue plus share of cloud revenue.
- Total AI factory capacity now 132MW, with 102MW contracted to end customers; expects >55,000 NVIDIA GPUs deployed by mid-2027.
- Expands SharonAI's existing NVIDIA Cloud Partner relationship and infrastructure footprint in Australian data centers.