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Sharon AI and NVIDIA Sign Six‑Year Compute Deal to Add 72 MW and Up to 40,000 GPUs in Australia

The partnership pairs NVIDIA DSX factory designs with revenue‑sharing and GPU‑asset financing to scale onshore AI capacity and target more than 55,000 NVIDIA GPUs by mid‑2027.

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Overview

  • The companies announced the six‑year collaboration on Friday, June 12, 2026, to enable 72 megawatts of new data center capacity in Australia and to deploy up to 40,000 Grace Blackwell GB300 GPUs.
  • After the deal Sharon AI reports total AI factory capacity of 132 MW, with 102 MW already contracted to customers and a target of over 55,000 NVIDIA GPUs live by mid‑2027.
  • The commercial structure gives NVIDIA product revenue plus a share of Sharon AI’s cloud income, while Sharon AI sells NVIDIA‑powered cloud services under a revenue‑sharing and credit‑support model.
  • Sharon AI has secured multiple financing commitments to fund the build‑out, including up to $500 million in non‑recourse, GPU‑asset‑backed lending from USD.AI, a $200 million strategic commitment from Digital Alpha, and $350 million in convertible notes.
  • The deal aims to keep sensitive AI workloads onshore for enterprises, government and researchers by using certified NVIDIA DSX and Cisco Secure AI Factory designs inside NEXTDC facilities, though build‑out execution, demand and convertible note dilution remain key risks to monitor.