What is Sharon AI’s 100MW capacity target?

Sharon AI lifted its expected data centre capacity from 70MW to 100MW deployed by early 2027 in its 15 May 2026 Q1 results. The capacity supports a contracted book above US$2.2 billion across Canva, GMI Cloud, ESDS and an unnamed Asia-Pacific technology customer. The deployment will be split across NEXTDC sites in Australia and possibly Asia. Sharon AI’s existing 50MW expansion agreement with NEXTDC at the M3 Melbourne facility, announced in November 2025, accounts for roughly half of the new target.

How much of NEXTDC M3 does Sharon AI take today?

The additional 30 to 50MW required to reach the 100MW target plausibly lands across some mix of a second tranche at NEXTDC M3 Melbourne, NEXTDC S3 Sydney (80MW Tier IV), the planned NEXTDC M4 Melbourne campus (150 to 162MW targeted, AI factory designed for Blackwell-class GPUs) and Phase 2 of NEXTDC’s KL1 facility in Kuala Lumpur (65MW total target, opened 14 May 2026). Sharon AI’s ASX prospectus in June 2026 should clarify the allocation.

Is Sharon AI’s M3 deployment eligible for Australian government workloads?

Yes, by hosting facility. NEXTDC’s M3 Melbourne facility holds Certified Strategic status under the Australian Government’s Hosting Certification Framework. That status makes the M3 environment eligible for sensitive federal workloads, including sovereign AI projects under the National AI Plan. Sharon AI has not publicly disclosed a federal customer, but its GPU compute capacity is hosted in a facility that meets the framework’s certification requirements.

Sharon AI's 100MW target: where the extra 30 to 50MW lands across NEXTDC's network | Australia Data Centre Index

Sharon AI lifted its near-term capacity target from 70MW to 100MW in its 15 May Q1 results. The deployment maths point to NEXTDC’s existing and planned Australian sites, with one Asia option in play.

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