Sharon AI’s $1.25B deal signals Australia’s rising role in global AI compute supply

Sharon AI has signed a $1.25 billion agreement with India’s ESDS Software Solutions, underscoring Australia’s growing position in AI infrastructure supply chains. The deal will see 8,000 Nvidia B300 GPUs deployed locally, with revenue expected from late 2026. The scale-up highlights intensifying cross-border demand for GPU capacity as enterprises seek alternatives to traditional hyperscale cloud regions.