SharonAI (SHAZ) Investor presentation summary

Business overview

• Operates as an Australian neocloud provider focused on AI and high-performance computing infrastructure, not general-purpose cloud.

• Offers GPU-as-a-Service, AI platform (PaaS), and high-performance storage as an integrated ecosystem.

• Targets enterprise, government, and hyperscaler customers with secure, low-latency, Australian-hosted solutions.

• Leverages capital-efficient scaling by deploying into tier-III/IV data centers for rapid expansion.

Strategic partnerships and collaborations

• Maintains a strategic compute collaboration with NVIDIA, including access to advanced GPUs (B200, B300, GB300, Vera Rubin).

• Partners with NEXTDC for data center co-location, Cisco for AI-ready networking, and Lenovo for hardware lifecycle services.

• Collaborates with World Wide Technology for procurement and installation, and Vast Data for GPU cloud software stack.

Customer traction and contract wins

• Secured major contracts with Canva, GMI Computing, ESDS Software Solutions ($1.26bn, 5 years), and a global tech company ($950m, 5 years).

• Signed a 6-year strategic compute collaboration with NVIDIA for up to 40,000 GPUs.

• Achieved cumulative total contract value (TCV) exceeding US $7bn, with significant cloud revenue share upside.