Global Infrastructure SherpaSharon AI signs $1.25bn cloud capacity agreement with ESDS Software Solutions
Sharon AI has entered into a five-year agreement with ESDS Software Solutions valued at $1.25 billion for cloud capacity. This deal will involve Sharon AI deploying 8,000 Nvidia B300 GPUs within an Australian data center. Revenue generation from this agreement is anticipated to commence in Q3 2026, with ESDS holding an option for a two-year extension. The deployment will occur within one of Sharon AI's existing leased data center spaces in Australia, contributing to the company's expanding GPU capacity. This contract underscores the robust demand Sharon AI is experiencing across enterprise, hyperscale, research, government, and AI-native sectors.
Counterparts (2)
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- Deal value: $1.25 billion
- Term: 5 years with a 2-year extension option
- 8,000 Nvidia B300 GPUs to be deployed
- Location: Australian data center
- Revenue commencement: Q3 2026
Source Intelligence
ESDS has the option to extend the agreement by a further two years. Revenue is expected to begin in Q3 2026. The cluster of GPUs set to be deployed by Sharon AI will comprise Nvidia B300s, and will be within one of the data centers in Australia where the company already leases space.
"Sharon AI has secured a customer for its AI cloud platform."
"The agreement with ESDS Software Solutions is valued at $1.25bn"
"ESDS is an Indian cloud provider offering PaaS, SaaS, and IaaS, as well as managed services."
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