Overview
- Nvidia publicly rolled out the AI Compute Partnership program on Thursday and named SharonAI and Firmus Technologies as initial partners.
- Under a six‑year pact with SharonAI, Nvidia will supply Grace Blackwell GB300 GPUs for an initial install of about 40,000 units and will take a share of SharonAI’s cloud service revenue.
- Firmus says it will build a Batam, Indonesia campus that could scale to roughly 360 megawatts and house up to 170,000 Nvidia GPUs as part of the program.
- Investors reacted positively to the deals as SharonAI’s stock rose in premarket trading and the company closed a $1.6 billion financing round to support deployments.
- Nvidia’s upside depends on partners filling capacity and winning customers because the chipmaker’s recurring returns will track actual GPU usage and cloud sales.