SHAZ

Sharon AI (Nasdaq: SHAZ). Australian GPU neocloud. First write-up June 2026.

NVIDIA's $4.9B Australian Bet

An Australian neocloud signed more than $2.2B of five-year, take-or-pay GPU contracts against $1.6M of 2025 revenue. A short seller calls them phantom. Oaktree and NVIDIA are funding the buildout anyway

by Fajasy

Jun 15, 2026