What Sharon AI does

Sharon AI is an Australian sovereign AI infrastructure provider that operates a vertically integrated GPU cloud platform serving government, defense, regulated industries, large enterprises and AI developers across Australia, Asia-Pacific and the United States. The company deploys NVIDIA H100 NVL, H200, B200, B300 and Grace Blackwell GB300 GPUs alongside AMD MI300X accelerators inside Australian Tier III/IV colocation facilities — primarily NEXTDC M3 (Melbourne, Tier IV) and Equinix SY3/SY5 (Sydney, Tier III) — under the "Sovereign AI" positioning that meets Australia's Privacy Act 1988 and National AI Plan data residency requirements.

The core product stack comprises SHARON AI Cloud (a custom orchestration platform with bonded 200G Ethernet and pre-configured AI frameworks), SHARON AI Supercluster (a flagship 1,016-GPU H200/B200 cluster with 800Gbps InfiniBand NDR200 non-blocking interconnect), SHARON AI Private Cloud (dedicated enterprise GPU clusters with Layer 2 VLAN isolation and air-gap options), SHARON AI Studio (PaaS with JupyterHub, PyTorch, TensorFlow, JAX, ONNX and hosted models like Llama 3.2 and DeepSeek-R1), and Virtual Private Clusters (regulated-industry HPC environments). Underlying servers are Lenovo ThinkSystem SR675 V3 / SR685a V3 with NVIDIA HGX 8-GPU nodes, and the storage layer is built on VAST Data's 600PB AI Operating System. The platform is exposed via self-serve portal (portal.sharonai.cloud) with transparent hourly pricing starting at US$0.50/GPU/hr on NVIDIA A40, as well as API-first programmatic access.

Sharon AI monetizes through four primary revenue streams: (1) on-demand GPU consumption billed by the hour, (2) long-term Private Cloud / dedicated cluster subscriptions, (3) large five-year take-or-pay infrastructure agreements (notably US$1.25B with India's ESDS Software Solutions and US$950M with an unnamed Asia-Pacific technology company, both commencing Q3 2026), and (4) a six-year revenue-share and credit-support collaboration with NVIDIA to deploy up to 40,000 Grace Blackwell GB300 GPUs across 72MW of Australian capacity. Reported revenue remains de minimis (CY25 ~US$1.5M; Q1 2026 ~US$360K) ahead of the major contract ramp, while the company has raised in excess of US$2.2 billion across debt, equity and convertibles since December 2025 and trades on Nasdaq (ticker SHAZ) at a market capitalization of approximately US$1.01 billion.

Name

Sharon AI

Legal name

Sharon AI Holdings Inc.

Website

https://sharonai.com

Company type

Public

Founded year

2024

Operating status

Operating

Headcount range

11–50 employees

Short description

Sharon AI is an Australian sovereign AI infrastructure provider operating a vertically integrated GPU cloud platform built on NVIDIA Blackwell and AMD MI300X silicon across Tier III/IV NEXTDC and Equinix data centers, serving government, defense, regulated industries, hyperscale enterprises and AI developers in Australia, Asia-Pacific and the United States.

Ownership category

akta.pro rank

Product category

Cloud GPU Infrastructure

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518210), Computer Systems Design and Related Services (54151), Computer Facilities Management Services (541513), Custom Computer Programming Services (541511)

SIC

Services-Computer Integrated Systems Design (7373), Services-Computer Processing & Data Preparation (7374), Services-Prepackaged Software (7372)

akta.pro primary industry

AI Compute Cloud & GPU-as-a-Service (HDAAAAAK)

akta.pro secondary industries

AI Compute Virtualization & Scheduling (GPU virtualization, cluster schedulers) (HDAAAAAG), AI Networking for Clusters (InfiniBand/Ethernet/RDMA) (HDAAAAAE), Enterprise AI Data & Knowledge Platforms (Vector Databases, Knowledge Graphs) (HDAEANAH), AI Datacenter Power, Cooling & Racks (liquid cooling, power delivery) (HDAAAAAH)

Keywords

• GPU cloud services
• Sovereign AI infrastructure
• High-performance computing
• GPU-as-a-Service
• AI cloud hosting

Headquarters

HQ city

North Sydney

HQ country

Australia

HQ region

Oceania

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Infrastructure, Technology or R&D, Personnel, Operations, Marketing or Sales

Revenue model

1. GPU-as-a-Service (on-demand): Hourly consumption-based pricing for H100/H200/L40S/A40/MI300X GPUs accessible via self-serve portal and API, serving startups, researchers and SMB developers with no long-term commitment.
2. Private Cloud long-term contracts: Dedicated GPU clusters with flexible long-term contracts designed for demanding enterprise AI/ML/HPC workloads; typically multi-year engagements.
3. Five-year take-or-pay infrastructure agreements: Large multi-year take-or-pay cloud capacity agreements with contracted counterparties such as ESDS Software Solutions (US$1.25B) and an unnamed Asia-Pacific technology company (US$950M); revenue commencing from Q3 2026.
4. Virtual Private Cluster / HPC managed services: Recurring managed private cluster services with isolated Layer 2 networking for regulated industries (healthcare, defense, government, research).
5. S3-compatible cloud storage: S3-compatible object storage priced as an alternative to hyperscaler offerings for AI datasets, model artifacts and backups.
6. NVIDIA revenue-share and credit-supply collaboration: Six-year revenue-sharing and credit-support arrangement with NVIDIA on supported 72MW capacity; Sharon AI sells NVIDIA-powered cloud services while NVIDIA earns product revenue plus a share of cloud revenue.

Pricing tiers

Go-to-market motion5 records

Distribution channels7 records

Marketing channels7 records

Core offering

Sharon AI is an Australian sovereign Neocloud provider that sells GPU-accelerated cloud infrastructure for AI training, inference and high-performance computing workloads. Its portfolio includes on-demand GPU-as-a-Service on NVIDIA and AMD accelerators, the SHARON AI Supercluster for large-scale AI training, SHARON AI Private Cloud for dedicated enterprise deployments, SHARON AI Studio PaaS with pre-configured AI frameworks, Virtual Private Clusters with network isolation, and S3-compatible cloud storage, all hosted in Australian Tier III/IV colocation facilities to satisfy data sovereignty and regulatory requirements.

Product overview

Sharon AI is an Australian sovereign AI infrastructure provider offering a unified platform combining GPU-accelerated cloud services, high-performance computing (HPC), and AI factory capabilities. The architecture centers on the SHARON AI Cloud (an AI workload orchestration platform), complemented by the SHARON AI Supercluster (a flagship 1,016-GPU B200/H200 cluster), SHARON AI Private Cloud (dedicated enterprise infrastructure), SHARON AI Studio (Platform-as-a-Service), and Virtual Private Clusters (isolated HPC environments). Supporting infrastructure includes a diverse GPU Fleet spanning NVIDIA H100 NVL, H200, L40s, A40 and AMD MI300X instances, HPC Servers (Lenovo ThinkSystem SR675 V3 / SR685a V3), Scalable Compute Node Architecture, Cloud Storage (S3-compatible), and Virtual Servers. These are deployed across Tier III/IV NEXTDC and Equinix data centers in Sydney and Melbourne with sovereign-AI positioning, and extend into the Australia-first Cisco Secure AI Factory with NVIDIA, plus an upcoming 250MW Texas AI data center joint venture.

Differentiator

Problem solved

Functional benefit

Brands

• SHARON AI Cloud: Software orchestration and automation platform for AI workload deployment and management, hosted within NEXTDC M3 Tier IV data centre.
• SHARON AI Supercluster
• SHARON AI Studio
• SHARON AI Private Cloud

Products and services

• SHARON AI Cloud Custom software orchestration and automation platform for AI workload management that provides self-provisioned GPU compute for AI training, fine-tuning and inferencing of generative AI, LLMs, VFX rendering and research workloads through a unified management interface running on a bonded 200G Ethernet network inside NEXTDC M3.
• SHARON AI Supercluster Flagship GPU supercluster built on NVIDIA Reference Architecture with a 1,016 cluster of NVIDIA H200/B200 GPUs and InfiniBand NDR200 interconnect at NEXTDC M3 in Melbourne, designed for AI training, HPC workloads, scientific research and breakthrough innovation.
• SHARON AI Private Cloud Dedicated, enterprise-grade private cloud with NVIDIA and AMD GPU clusters designed for sensitive AI, machine learning and HPC workloads with long-term contracts, full data isolation, advanced security and customizable hardware configurations.
• SHARON AI Studio Platform-as-a-Service combining cloud infrastructure with expert AI/ML/HPC operations, including pre-configured AI frameworks (PyTorch, TensorFlow, JAX, ONNX), Jupyter Notebooks, access to models like Deepseek R1 and Llama 3.2, and workflow automation tools like Cloudcaster.
• Virtual Private Clusters Enterprise HPC performance with complete network isolation through encrypted private connections, providing HPC-level performance within isolated Layer 2 environments for regulated industries including healthcare, finance, government, defense and research, with air-gap options.
• Cisco Secure AI Factory with NVIDIA Australia's first Cisco Secure AI Factory launched in partnership with Cisco and NVIDIA, powered by 1,024 NVIDIA Blackwell Ultra GPUs, Cisco UCS servers, Nexus Hyperfabric, VAST Data storage and hosted by NEXTDC, supporting Australia's National AI Plan.
• Sovereign AI Australia Sovereign AI infrastructure hosted in Melbourne (NEXTDC M3 Tier IV) and Sydney (Equinix SY3/SY5 Tier III) providing Australian data residency, regulatory compliance with Australia's Privacy Act (1988) and complete isolation from foreign hyperscalers.
• GPU Fleet (NVIDIA A40) NVIDIA A40 GPU based on Ampere architecture with 48GB GDDR6 memory and 696GB/s bandwidth, designed for visual computing, AI workflows, virtual workstations and 3D rendering workloads, available from $0.50/GPU/hr on demand.
• GPU Fleet (NVIDIA L40S) NVIDIA L40S GPU based on Ada Lovelace architecture with 48GB GDDR6 memory and 864GB/s bandwidth, optimized for generative AI, LLM inference, fine-tuning, NVIDIA Omniverse, rendering and 3D graphics, available from $0.99/GPU/hr.
• GPU Fleet (NVIDIA H100 NVL) NVIDIA H100 NVL Tensor Core GPU based on Hopper architecture with 94GB HBM3 memory and up to 3,341 TFLOPS FP8, optimized for LLM inference, AI training, large language models, HPC and scientific computing workloads, available from $2.29/GPU/hr.
• GPU Fleet (NVIDIA H200) NVIDIA H200 Tensor Core GPU with 141GB HBM3e memory, 4.8TB/s bandwidth and up to 4 petaFLOPS FP8, engineered for generative AI and HPC workloads with up to 2X faster LLM inference compared to H100, available from $2.95/GPU/hr.
• GPU Fleet (AMD MI300X) AMD Instinct MI300X accelerator based on AMD CDNA 3 architecture with 192GB HBM3 memory and 5.3TB/s bandwidth, designed for AI/ML training, generative AI, LLMs and HPC workloads, available from $2.50/GPU/hr.
• Cloud Storage (S3-compatible) S3-compatible, CDN-like high-performance storage solution purpose-built for AI workloads with direct integration to NVIDIA GPUs, end-to-end encryption, decentralized infrastructure and 50+ petabytes of capacity.
• Virtual Servers Customizable, on-demand virtual server configurations with scalable CPU, memory and storage for running applications, development environments, databases and web hosting workloads.

Quantifiable outcome

• Up to 50% cost savings versus hyperscaler GPU pricing
• +4 more outcomes

Named customers4 records

Segments7 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability11 records

Feature7 records

Partnerships

Eleven partnerships are on record, tiered minor, core, flagship and major.

• IMS Investor RelationsminorGTM or Marketing Partner · 18 June 2026Investor relations firm of record handling media enquiries for Sharon AI as listed in the June 2026 US$1.6B financing press release.
• Sheppard Mullin Richter & HamptonminorOthers · 17 June 2026Legal adviser to Sharon AI in connection with the June 2026 US$1.6B private placement.
• VAST DatacoreTechnology or Integration · 15 June 2026Expanded strategic partnership to deploy 600PB of VAST AI Operating System across Sharon AI's sovereign AI cloud infrastructure in Australia and Asia-Pacific, representing one of the largest sovereign AI data foundations in the region and capable of supporting approximately 100,000 GPUs for government, enterprise, research and AI-native customers.
• NVIDIAflagshipStrategic or Co-development Partner · 12 June 2026Six-year strategic compute collaboration to deploy 72MW of new AI data center capacity and up to 40,000 Grace Blackwell GB300 GPUs in Australia using NVIDIA's DSX AI factory design. Revenue-sharing and credit-supply model allows Sharon AI to sell NVIDIA-powered cloud services while NVIDIA earns product revenue plus a share of cloud revenue. Estimated deal value of up to US$4.88 billion.
• World Wide Technology (WWT)coreImplementation/ SI/ Consulting Partner · 4 March 2026Partnership to develop large-scale, high-performance AI infrastructure and supply chain solutions. WWT provides end-to-end procurement, assembly, delivery and installation of NVIDIA Blackwell infrastructure for Sharon AI customers across Australia and the Asia-Pacific region.
• CiscocoreTechnology or Integration · 23 February 2026Exclusive technology partnership providing Cisco UCS servers, Nexus Hyperfabric switching, security and observability stack to power Australia's first Cisco Secure AI Factory with NVIDIA, featuring 1,024 NVIDIA Blackwell Ultra GPUs in support of Australia's National AI Plan.
• New Era Energy & Digital (Texas Critical Data Centers JV)majorStrategic or Co-development Partner · 23 December 2025Originally formed 50/50 joint venture with New Era Helium (later New Era Energy & Digital) to develop up to 250MW Net Zero Data Center in Ector County, Texas. Sharon AI divested its 50% stake for US$74M (US$50M note, US$10M cash, US$10M equity) in early 2026, exiting the project entirely.
• Roth CH Acquisition Co.flagshipStrategic or Co-development Partner · 19 December 2025Business combination completed December 19, 2025 to take Sharon AI public, involving Roth CH domestication from Cayman Islands to Delaware and merger of SharonAI Inc. as a wholly owned subsidiary of SharonAI Holdings; later followed by US$125M Nasdaq IPO in February 2026.
• NEXTDCflagshipStrategic or Co-development Partner · 3 November 2025Capacity expansion agreement to scale data center capacity by up to 50MW across NEXTDC's Asia-Pacific network, hosting high-density GPU infrastructure including Sharon AI Supercluster at NEXTDC M3 Tier IV facility in Melbourne. NEXTDC publicly endorsed partnership for sovereign AI and GPUaaS in Australia.
• EYP Mission Critical FacilitiesminorImplementation/ SI/ Consulting Partner · 30 October 2025Selected for full-scope engineering of the 438-acre AI data center campus in Odessa, Texas (when Sharon AI was still JV partner with New Era Helium); designing scalable, sustainable power and digital infrastructure targeting 1GW capacity.
• LenovocoreOEM/ Whitelabel/ Licensing Partner · 25 July 2024Strategic relationship providing Lenovo TruScale Infrastructure-as-a-Service to power Sharon AI's GPU-as-a-Service offering, including Lenovo's largest-ever 1,000-GPU NVIDIA B200 cluster for sovereign AI at NEXTDC M3 in Melbourne. Powers SR685a V3 and SR675 V3 GPU servers in Sharon AI's fleet.

Scale indicators10 records

Recent moves11 records

Expansion highlights6 records

Regional players

• NEXTDC: Australia's largest independent data center operator and Sharon AI's primary colocation partner, hosting the Melbourne M3 Tier IV facility. Comparable regional sovereign data center infrastructure provider with enterprise customer overlap in Australia.
• AirTrunk: Asia-Pacific hyperscale data center operator with major campuses in Sydney, Melbourne and across APAC. Regional peer serving similar enterprise and hyperscale customers requiring sovereign-grade capacity in the same geographies as Sharon AI.

Direct peers

• OVHcloud: European cloud provider offering dedicated servers, GPU instances (H100/A100) and bare metal for AI and HPC workloads. Comparable as a sovereign-focused cloud alternative to US hyperscalers with transparent per-hour pricing and dedicated AI infrastructure offerings.
• CoreWeave: US-based neocloud operating large-scale NVIDIA GPU clusters (H100/H200/B200) for AI training and inference, with multi-year enterprise and hyperscaler contracts. Direct competitor in GPU-as-a-Service with a similar customer mix of AI labs, enterprises and large-scale compute customers.
• Lambda Labs: Cloud GPU provider offering on-demand H100/H200 clusters and dedicated private clouds for AI training and inference. Closely matches Sharon AI's hybrid on-demand-plus-private-cloud model serving startups through enterprises.
• Nebius Group: Vertically integrated AI infrastructure provider operating NVIDIA GPU clusters across multiple geographies, serving AI startups and enterprises with full-stack cloud and managed services. Closely matches Sharon AI's combination of NVIDIA Reference Architecture and managed AI cloud offerings.
• Vultr: Global cloud platform offering GPU instances (including NVIDIA H100/H200 and AMD Instinct) alongside virtual servers and bare metal. Comparable as a multi-region, transparent hourly-priced cloud GPU provider competing for AI developers and SMB workloads.
• Crusoe Energy: AI-focused cloud infrastructure operator building large NVIDIA GPU clusters co-located with energy assets, including contracted hyperscaler-scale deployments. Comparable neocloud model with emphasis on large multi-year contracts and energy-aligned AI factories.
• DigitalOcean: Public cloud provider serving developers, startups and SMBs with simple, transparent per-hour pricing for compute, storage and managed databases. Comparable SMB/developer-facing cloud positioning and self-serve portal model alongside GPU offerings.

Broad incumbents

• Equinix: Global colocation and interconnection provider whose SY3/SY5 Sydney data centers host Sharon AI's infrastructure. A broader incumbent with overlapping capability in data center services, network fabric and enterprise colocation across the same Australian footprint.

Market position

Strengths1 record

Weaknesses5 records

Competitive moat6 records

Key highlights7 records

Customer concentration

• Xtwitter.com/sharon__ai
• Facebookfacebook.com/share/1AsEE7gvpN/?mibextid=wwXIfr
• LinkedInlinkedin.com/company/sharon-ai

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles19 records

Subsidiaries3 records

Funding overview

Funding rounds5 records

Investors3 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sharon AI