Cloud & Compute Infrastructure

Sharon AI reported 212 megawatts of secured capacity and a six-year, $4.9 billion collaboration with NVIDIA for up to 40,000 GB300 GPUs.

· ComputeLabs Research · from the August 6, 2026 edition

Sharon AI disclosed that secured AI Factory capacity increased by 80 megawatts to 212 megawatts. The company also reported a six-year strategic compute collaboration with NVIDIA valued at $4.9 billion and covering up to 40,000 NVIDIA GB300 GPUs.

Additional contracts disclosed by management included a five-year, $950 million take-or-pay agreement with a global technology company having a major Asia-Pacific presence. Sharon AI also reported a five-year, $373 million take-or-pay contract with a global AI platform for a deployment of 2,048 NVIDIA B300 GPUs.

The company said total contract value was approximately $8.8 billion as of Aug. 6, 2026. It also said more than 64,000 NVIDIA GPUs were expected to be deployed by mid-2027 and that a 600-petabyte VAST Data AI Operating System deployment was sized to support approximately 100,000 GPUs; these deployment figures are company expectations rather than completed installations.

The information was included in a company press release filed with the U.S. Securities and Exchange Commission. The filing proves that Sharon AI disclosed the contracts, capacity and forecasts, but does not independently verify future deployment or revenue recognition.

  • Sharon AI
  • NVIDIA

All 22 stories from August 6, 2026