Sharon AI (SHAZ) has entered a six-year strategic compute collaboration with Nvidia (NVDA) to expand AI infrastructure in Australia, including deployment of up to 40,000 Grace Blackwell GB300 GPUs, the company said Friday.

The deal will add 72 megawatts of AI data center capacity using Nvidia's DSX AI factory design under a revenue-sharing and credit-support model to support cloud demand and improve capital efficiency, Sharon AI said.

Sharon AI added its total AI factory capacity has risen to 132 MW, with 102 MW contracted, and it plans to deploy more than 55,000 Nvidia GPUs by mid-2027.

Shares of Sharon AI were up more than 12% in premarket trading.