Sharon AI Locks In 6‑Year NVIDIA Deal to Power 40,000 Blackwell GPUs in Australia

Sharon AI (NASDAQ: SHAZ) has signed a six‑year AI compute collaboration with NVIDIA to deploy up to 40,000 Grace Blackwell GB300 GPUs and 72MW of new AI data center capacity in Australia. The deal lifts Sharon AI’s total “AI factory” capacity to 132MW, with 102MW already contracted, and has sent the stock sharply higher on the news.

Key deal details

• Term: Six‑year AI infrastructure compute collaboration between Sharon AI and NVIDIA.
• Capacity: 72MW of new data center capacity in Australia, using NVIDIA’s DSX AI factory design.
• GPUs: Scales up to 40,000 NVIDIA Grace Blackwell GB300 GPUs dedicated to AI workloads for startups, enterprises, and researchers.
• Scale impact: Sharon AI’s total AI factory capacity rises to 132MW, with 102MW already under contract to end customers, and more than 55,000 NVIDIA GPUs expected to be deployed by mid‑2027.

Commercial and financial structure

The collaboration is structured as a revenue‑sharing and credit‑support model that lets Sharon AI commit to large‑scale NVIDIA infrastructure while keeping capital intensity more manageable. Sharon AI will sell AI cloud services powered by NVIDIA, while NVIDIA receives both its usual hardware revenue and a share of cloud revenue generated on the supported capacity.

This setup is meant to accelerate access to high‑end NVIDIA platforms for customers that historically lacked the capital to build their own AI infrastructure, while providing NVIDIA with more usage‑linked, recurring economics. For Sharon AI, it offers a way to scale sovereign AI cloud capacity in Australia without fully front‑loading all capex on its own balance sheet.

Strategic context for Sharon AI and NVIDIA

Sharon AI has been positioning itself as an Australian “neocloud” and sovereign AI infrastructure provider, including a prior 950 million dollar AI infrastructure deal and the launch of a Cisco Secure AI Factory with NVIDIA in Australia. These moves support Australia’s National AI Plan and aim to keep AI data processing onshore while serving government, enterprise, and research customers.

For NVIDIA, the agreement extends its global AI cloud ecosystem, adding Sharon AI to a roster of regional partners that provide GPU‑rich capacity to local markets and national AI initiatives. It deepens NVIDIA’s presence in Australia and reinforces the model of pairing NVIDIA‑validated infrastructure with local cloud providers to capture demand from AI startups, enterprises, and universities that prefer or require in‑country compute.