Nvidia is expanding its global AI infrastructure footprint through two new partnerships — one with SharonAI Holdings and another involving an entity called Vera — signaling a shift in how the chip giant participates in the AI buildout beyond simply selling hardware.
The most concrete details involve SharonAI Holdings (ticker: SHAZ), a company whose stock has attracted attention following the deal announcement. According to Yahoo Finance, the collaboration will deploy 72 megawatts of GPU infrastructure in Australia. That's a substantial commitment — 72MW is enough to power tens of thousands of high-end AI chips running continuously.
What makes the arrangement notable, according to Yahoo Finance reporting, is its structure: Nvidia is testing a recurring revenue model for AI data centers, described as "capital-efficient." Rather than a one-time hardware sale, this approach ties Nvidia to ongoing infrastructure operations — more like a cloud provider's business model than a chipmaker's.
SharonAI Holdings is trading at an 11.3x price-to-book valuation, according to Yahoo Finance Singapore, reflecting elevated investor expectations following the Nvidia deal announcement.
Simplywall.st also notes Nvidia's involvement with a separate entity called Vera as part of its expanding global AI infrastructure role, though detailed terms of that arrangement were not available from the sources at hand.
Why it matters: if Nvidia's recurring data center model gains traction, it could transform the company from a hardware supplier into a long-term infrastructure partner — a move that would deepen its stake in AI's economic upside well beyond the initial chip sale.