Australia's Sharon AI is making moves to build out its AI capacity.

This week has seen the AI cloud company sign a six-year AI infrastructure agreement with Nvidia, and a 600PB agreement with Vast Data for its AI Operating System.

Sharon AI
– James Manning via LinkedIn

The agreement with Nvidia will see the two deploying 72MW of AI data center capacity in Australia, using the Nvidia DSX AI factory design and scaling up to 40,000 Grace Blackwell GPUs.

The deal is structured through a revenue-sharing and credit supply model, with Sharon AI selling Nvidia cloud services, where Nvidia will earn both standard product revenue and a share of the cloud revenue on the supported capacity.

Following the deployment, Sharon AI will have 132MW of capacity, of which 102MW is already contracted to end customers. It expects to have more than 55,000 total Nvidia GPUs deployed by mid-2027. For comparison, in September 2025, Sharon AI had just 432 GPUs online, as per its IPO filing.

In addition to the Nvidia agreement, Sharon AI has signed on to deploy 600PB, of the Vast AI Operating System across its AI cloud infrastructure, making the AI OS the foundational data layer of its cloud.

This will provide a scalable backbone equivalent to supporting the data needs of ~100,000 GPUs.

“Our customers refuse to choose between keeping their data sovereign and running AI at full speed – they need both at the highest level,” said James Manning, co-founder and CEO of Sharon AI. “Standardizing on the Vast AI Operating System at this unprecedented 600PB scale gives us exactly that: a rock-solid, high-performance foundation we can scale confidently as demand for sovereign AI across Australia and Asia-Pacific accelerates. This is how we build Australia’s AI future – powerful, secure, and proudly local.”

“Every breakthrough Sharon AI enables – in research, medicine, industry, or national capability – runs on data, and it only moves as fast and safely as the foundation beneath it,” said Renen Hallak, founder and CEO of Vast Data. “As the data foundation for Sharon AI’s sovereign cloud, we are proud to partner with them to support Australia’s hardest and most strategic AI ambitions. The Vast AI OS turns massive data estates into real-time intelligence assets, all while respecting sovereign boundaries. This is the future of AI infrastructure.”

Vast Data's AI OS is used by the likes of Firmus, CoreWeave, Nscale, Buzz HPC, Fluidstack, GMI Cloud, Akamai Technologies, and Crusoe, among others.

Sharon AI has signed a handful of major contracts in recent months, including a $950m cloud agreement with an unnamed technology company, and a $1.25bn capacity agreement with ESDS Software Solutions.