Why it matters
The strategic read
Adds an Asia-Pacific neocloud capacity contract with named customer demand and SEC-disclosed technical scale. SharonAI is turning leased Australian data-center capacity into managed B300 GPU infrastructure for ESDS, showing how regional cloud providers are reserving sovereign-adjacent AI compute outside the U.S. hyperscaler stack.
Source-supported terms
What was disclosed
- 01
SharonAI filed that it entered into a Master Services Agreement and Service Order No. 1 with ESDS Software Solutions Limited and subsidiaries on March 31, 2026.
- 02
The agreements cover high-performance managed GPU compute and cloud infrastructure services with total contract value of approximately $1.25B over an initial five-year term.
- 03
The customer has an option to extend for an additional two years.
- 04
SharonAI will deploy and operate approximately 8,200 NVIDIA B300 GPUs with approximately 17.80 PB of VAST storage and related infrastructure at a data center in Australia.
- 05
The accompanying press release says revenue is expected to commence in the third quarter of 2026.
- 06
DCD reported that the capacity will be deployed inside one of the Australian data centers where SharonAI already leases space, and framed ESDS as an Indian cloud provider.
Disclosure boundary
What is known—and what is not
SEC-filed current report and company press release with near-primary DCD coverage; full MSA and service order, data-center provider/site identity, delivery milestones, GPU procurement terms, SLA mechanics, financing links, and termination provisions are not public.