Sharon AI (Nasdaq: SHAZ) is an Australian neo cloud provider and certified NVIDIA Cloud Partner that designs, deploys and operates GPU cloud infrastructure for AI training and inference workloads. The company deploys GPU clusters inside NEXTDC data centre facilities across Melbourne and Sydney, offering GPU-as-a-Service to enterprise, government, research and AI-native customers in Australia and Asia-Pacific.

What is the Sharon AI ESDS contract?

ESDS Software Solutions, valued at US$1.25 billion in total contract value. Sharon AI will deploy an 8,000-unit NVIDIA B300 GPU cluster inside an existing NEXTDC Australian facility under this agreement, with revenue generation expected to begin in Q3 2026. ESDS has an option to extend the contract for a further two years.

What happened with the Texas Critical Data Centers sale?

Sharon AI sold its 50% stake in Texas Critical Data Centers to New Era Energy and Digital (Nasdaq: NUAI). On April 13, 2026, NUAI redeemed the full outstanding US$50 million promissory note ahead of schedule, and issued approximately 893,724 additional NUAI shares as a true-up. Combined with US$10 million already received in late March, total proceeds reached US$74 million, US$4 million above the original anticipated amount.

What is Sharon AI's stock price?

Sharon AI trades on Nasdaq under the ticker SHAZ. As at April 13, 2026, the stock last traded at approximately US$32.58 with a market capitalisation of around US$496 million. On April 1, 2026, shares rose 21.51% following the ESDS announcement. The stock is volatile with a beta above 8, reflecting the early-stage nature of the company. Is Sharon AI listing on the ASX?

Sharon AI's Sovereign GPU Cluster at NEXTDC M3: A Neo Cloud Deep Dive | Australia Data Centre Index

Sharon AI has gone from 432 GPUs and US$1.57 million in revenue at its February 2026 Nasdaq listing to a US$1.25 billion ESDS contract, 8,000 NVIDIA B300 GPUs on order, Canva as a confirmed customer, and US$74 million in accelerated capital from its Texas data centre exit.Operating inside NEXTDC's Certified Strategic facilities in Melbourne and Sydney, the company has become the most visible test case for whether neo cloud can transition from capital deployment to sustained revenue execution in the Australian market.

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