AI Compute Deal Ledger · SHAZ · Free Dataset · CC BY 4.0

Sharon AI: The AI Deal Record

Every Sharon AI deal in the ledger, with the source on every row. Binding base-term value: $373M. Snapshot disclosures (backlog restatements, order intake, program envelopes) are listed but never summed.

Binding value

$373M

1 binding deals, base terms

Binding capacity

·

contracted IT load with disclosed MW

Not binding

·

0 LOI / framework / reported

Deal by Deal

2026-08-04Binding

Sharon AI (Provider) · Undisclosed global AI platform (Sharon AI) (Buyer)

Value
$373M
Capacity / term
n/a · 5y
First revenue
2027-01

Sharon AI (NASDAQ: SHAZ), a Nasdaq-listed Australian neocloud, is a small-cap name whose disclosures are wire-service reported (StockTitan, Benzinga, PRNewswire) rather than tier-1 outlet reported; both sources cited here are the company's own 8-K exhibit and its own press release, since no Reuters/Bloomberg/CNBC/WSJ/FT coverage was found. Counterparty described only as 'a global artificial intelligence company'. Company disclosed its total AI Factory capacity remains 132 MW with 120 MW now contracted to end customers after this deal, which is the basis for the scale check (this deal fits inside already-disclosed capacity, doesn't imply an impossible expansion). Sharon AI has several other recently-announced contracts (an April 2026 $1.25B/5yr deal with ESDS Software Solutions, a separate ~$1.32B deal, a ~$950M deal, $8.8B of total disclosed contracted revenue) that are out of scope for this row and not yet in the ledger; flagged in candidates.json for future verification given the same thin-coverage caveat applies to all of them.

Conditions: Initial deployment is 2,048 Nvidia Blackwell Ultra B300 GPUs at Sharon AI's Australia site, with additional deployments possible over the term based on customer requirements; no larger contracted GPU/MW ceiling disclosed.

Part of the free AI Compute Deal Ledger by Regards of Wallstreet, licensed CC BY 4.0. Cite it, chart it, link it.