Sharon AI (ASX: SHAZ) surged after securing a six-year strategic compute agreement with Nvidia (NASDAQ: NVDA), underpinning 72 megawatts of new Australian data-center capacity and expanding the company's AI cloud infrastructure footprint.

Key Highlights

  • Sharon AI (ASX: SHAZ) shares jumped sharply on the announcement of a multi-year compute collaboration with Nvidia (NASDAQ: NVDA).
  • The agreement covers up to 40,000 Grace Blackwell GB300 GPUs to power new AI cloud services across Australia.
  • A revenue-sharing and credit-support framework underpins the deal, enabling large-scale GPU infrastructure deployment.
  • Sharon AI's total AI factory footprint expands to 132 megawatts, with over 100 megawatts already committed to customers.
  • The company targets an installed GPU base exceeding 55,000 units by mid-2027.

Sharon AI (ASX: SHAZ) entered a landmark six-year strategic compute collaboration with Nvidia (NASDAQ: NVDA), marking one of the most significant AI infrastructure partnerships announced in the Asia-Pacific region in 2026. The deal sent SHAZ stock sharply higher, reflecting investor confidence in the company's AI cloud growth strategy.

The agreement supports the rollout of 72 megawatts of new data-center capacity in Australia, with the potential deployment of up to 40,000 Nvidia Grace Blackwell GB300 GPUs. This positions Sharon AI among the most GPU-dense AI cloud providers in the southern hemisphere.

Under the arrangement, the two companies will operate under a revenue-sharing and credit-support structure. The framework is designed to fund large-scale AI infrastructure capital expenditure while allowing Nvidia to participate in cloud revenue generated from the supported capacity.

The deal expands Sharon AI's total AI factory footprint to 132 megawatts, with more than 100 megawatts already committed to enterprise, startup, and academic customers. Management expects the installed GPU base to exceed 55,000 units by mid-2027, a milestone that would place SHAZ among the leading GPU cloud operators in the region.

For investors tracking AI data center stocks and Nvidia partner ecosystem plays, the Sharon AI-Nvidia agreement highlights the accelerating buildout of AI compute capacity outside North America. Nvidia's cloud partner program continues to function as a key distribution mechanism for GPU access in emerging AI markets.

Shares of Nvidia (NVDA) also advanced modestly following the announcement, consistent with broader market recognition that strategic compute partnerships strengthen Nvidia's AI infrastructure revenue pipeline. Investors watching AI infrastructure investment themes may view SHAZ as an early-mover opportunity in the Australian AI cloud sector.

This article is for informational purposes only and does not constitute financial advice. Please consult a licensed financial adviser before making investment decisions.