SharonAI Holdings shares rose as much as 10% in premarket trading after the company announced a six-year AI infrastructure compute collaboration agreement with NVIDIA, expanding its AI cloud and data center footprint in Australia.
The agreement will add 72 megawatts of new data center capacity and support the deployment of NVIDIA’s DSX AI factory design, with the potential to scale to 40,000 Grace Blackwell GB300 GPUs. The expanded infrastructure is intended to meet growing demand for AI computing resources from startups, enterprises, universities, and research institutions.
The companies have structured their collaboration around a revenue-sharing and credit-support framework.
Sharon AI will offer NVIDIA-powered cloud services while NVIDIA receives both traditional product revenue and a portion of cloud-service revenue generated by the supported infrastructure. The model is designed to improve customer access to large-scale AI compute while enabling Sharon AI to expand capacity more efficiently.
According to CEO James Manning, the agreement greatly increases Sharon AI’s ability to provide sovereign AI infrastructure and accelerated computing resources to customers that may otherwise struggle to access such systems.
“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,” Manning stated.
The partnership extends Sharon AI’s existing relationship with NVIDIA as a certified cloud partner and reinforces its position in the Australian AI infrastructure market.
Following the deal, Sharon AI’s AI factory capacity has risen to 132MW, including 102MW already contracted to end customers, and the company expects to have more than 55,000 NVIDIA GPUs deployed by mid-2027.
