Sharon AI partners with NVIDIA in multi-billion dollar compute deal for Australian AI factories
SharonAI Holdings (NASDAQ:SHAZ) announced a major six-year strategic compute collaboration with NVIDIA (NASDAQ:NVDA) to massively scale sovereign artificial intelligence infrastructure across Australia.
Following disclosure of the regulatory filing—which outlines a master services agreement valued at up to $4.88 billion—shares of the high-performance computing company surged as much as 25% in Friday morning trading.
Under the terms of the agreement, the companies will cooperate to bring 72 megawatts (MW) of new, specialized data center capacity online.
The buildout centers on deploying NVIDIA’s advanced DSX AI factory design, scaling up to an additional 40,000 Grace Blackwell GB300 GPUs.
The infrastructure cluster is optimized to handle dense workloads for AI native startups, large enterprise operations, and public sector or university researchers requiring hyper-scale deep learning models.
The collaboration features an innovative commercial framework built on a revenue-sharing and credit-support infrastructure model.
Rather than relying entirely on upfront capital expenditure, Sharon AI can commit to tier-one hardware scales while aligning ongoing economics with actual market utilization.
Sharon AI will directly market and sell the NVIDIA-powered cloud environments, while NVIDIA will collect baseline product revenue alongside a recurring, variable percentage share of the cloud computing fees generated by the supported capacity.
The deal directly expands Sharon AI’s status as a certified NVIDIA Cloud Partner and builds upon its existing operating footprint in Tier 3 and Tier 4 Australian data centers.
