NVIDIA and Sharon AI to Deploy 72MW AI Factory in Australia
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Source: Newsfilter
- Expanded Collaboration: Sharon AI has signed a six-year AI infrastructure partnership with NVIDIA to deploy 72MW of data center capacity in Australia, scaling up to 40,000 Grace Blackwell GB300 GPUs, which addresses the growing demand from AI startups and researchers, thereby enhancing the company's competitive edge in the AI market.
- Revenue Sharing Model: The collaboration features a revenue-sharing and credit-support model that allows Sharon AI to commit to large-scale NVIDIA infrastructure while NVIDIA earns both standard product revenue and a share of cloud service revenue, facilitating broader adoption of NVIDIA platforms in capital-intensive AI infrastructure.
- Strengthened Market Position: Sharon AI's total AI factory capacity has expanded to 132MW, with 102MW already contracted to end customers, and the company expects to deploy over 55,000 NVIDIA GPUs by mid-2027, further solidifying its position as a certified NVIDIA Cloud Partner.
- Strategic Implications: This partnership not only provides Sharon AI with a capital-efficient path for scaling but also creates a recurring, usage-linked earnings stream for NVIDIA, marking a significant strategic alignment in advancing AI computing infrastructure.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 212.450
Low
200.00
Averages
264.97
High
352.00
Current: 212.450
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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