SharonAI (SHAZ) Stock Jumps 25% Following Major Nvidia Partnership in Australia

Key Highlights

• SharonAI and Nvidia revealed a six-year partnership to launch 72MW of AI data-center infrastructure across Australia
• The deployment will feature up to 40,000 Nvidia Grace Blackwell GB300 GPUs serving startups, businesses, and academic institutions
• Nvidia will receive standard hardware revenue alongside a percentage of Sharon AI’s cloud service earnings
• SHAZ shares climbed as much as 25% following the announcement; the stock has soared 138% since debuting at $30 in February
• The company’s total AI infrastructure capacity has reached 132MW, with 102MW already committed to customers

Shares of SharonAI Holdings (SHAZ) rallied as much as 25% on Friday following the Australian cloud infrastructure provider’s announcement of a six-year strategic partnership with Nvidia (NVDA).

SharonAI Holdings, Inc. Class A Common Stock, SHAZ

SHAZ was changing hands near $78.79, representing approximately 10% gains in early trading, although certain market trackers recorded intraday spikes reaching 25%. The shares have now appreciated 138% beyond their February initial public offering price of $30.

The partnership outlines plans to establish 72 megawatts of fresh data-center infrastructure throughout Australia, incorporating up to 40,000 Nvidia Grace Blackwell GB300 GPUs. This computing power will be available to artificial intelligence startups, corporate clients, and research universities.

Nvidia’s compensation model includes two components — conventional product sales revenue from GPU purchases and an ongoing percentage of cloud service revenue generated by the supported infrastructure. This arrangement provides Nvidia with a continuous income stream while enabling Sharon AI to offer services to organizations that might struggle to afford enterprise-scale AI computing independently.

SharonAI was established on December 30, 2024 — remarkably, less than 18 months ago — and currently commands a market capitalization of $1.2 billion. The firm has carved out a position as an Australian neocloud provider, operating with a business model comparable to CoreWeave (CRWV) or Nebius Group (NBIS).

Total Infrastructure Reaches 132MW

This agreement expands upon Sharon AI’s current designation as a certified Nvidia Cloud Partner. With the new partnership in place, aggregate AI factory capacity has grown to 132MW, with 102MW currently under contract with end users.

The organization anticipates deploying more than 55,000 total Nvidia GPUs by mid-2027.

Nvidia’s shares showed minimal reaction to the announcement — NVDA edged up merely 0.6% on Friday, an unsurprising response considering the substantial size disparity between the two corporations.

Remarkable Performance Since Going Public

SharonAI completed its public offering in February at $30 per share. Subsequently, the stock has emerged as one of the standout performers within the AI infrastructure sector, more than doubling its value before this latest development.

The revenue-sharing arrangement represents a relatively fresh strategy for Nvidia, providing the chip manufacturer with sustained exposure to cloud services income beyond traditional one-time hardware transactions. Sharon AI will implement Nvidia’s DSX AI factory architecture throughout the infrastructure buildout.

Management projects that more than 55,000 Nvidia GPUs will be operational by the middle of next year.

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