$SHAZ

SharonAI Holdings Inc.

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SharonAI (SHAZ) Q2 2026 Earnings Call Transcript

SharonAI Holdings (SHAZ) held its Q2 2026 earnings call, reporting 212 MW of secured AI factory capacity after an 80 MW upgrade and $8.8 billion year-to-date total contract value from multiyear take-or-pay deals. Management cited a GPU deployment target of 64,000 units by mid-2027, $1.6 billion raised in June, and $2.2 billion cash secured since Dec. 2025, with Q4 2026 revenue starting as B300/GB300 deployments activate.

Sharon AI Books $373M Deal and Discloses $8.8B in Contracts as AI Factory Hits 91%

Sharon AI Holdings (NASDAQ: SHAZ) said 91% of its 132 MW AI Factory was sold out as it disclosed $8.8B total contracted revenue and a platform scaled to 212 MW. It filed an 8-K for a five-year, $373M cloud computing deal starting Q1 2027 using 2,048 NVIDIA Blackwell Ultra B300 GPUs. Q2 revenue was $1.9M and net loss $430.4M.

Sharon AI reports $1.9M revenue, $8.8B TCV and $1.9B cash after major NVIDIA partnership

Sharon AI Holdings (SHAZ) reported Q2 2026 revenue of $1.9M, up 412% year over year, with $8.8B total contract value as of Aug. 6, 2026. The company posted a $430.4M net loss, largely from $400.4M fair value losses on convertible notes. Sharon AI said it has $1.9B cash and a $4.9B six-year compute collaboration with NVIDIA for up to 40,000 GB300 GPUs.

SHAZ sentiment & insider activity

Over the past 7 days, alphai's AI scored 1 news story mentioning SHAZ (SharonAI Holdings Inc.). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.

Recent SHAZ coverage spans financial news, corporate actions and earnings.

What's driving SHAZ

  • The call provides fresh, decision-relevant datapoints on contracted capacity, take-or-pay TCV, and Q4 2026 revenue commencement tied to specific GPU deployments.

    fool.com · Aug 14, 2026

  • New contract and capacity disclosures materially change the visibility of future utilization and revenue timing, despite near-term revenue still being minimal.

    techtimes.com · Aug 6, 2026

  • The NVIDIA partnership and reported cash/TCV materially change Sharon AI’s funding and demand visibility, but the large net loss from fair value losses tempers near-term earnings quality.

    tradingview.com · Aug 6, 2026

  • The contract is a sizable new revenue/capacity signal, but the counterparty is undisclosed and the stock reaction is reported as flat.

    grafa.com · Aug 5, 2026

  • The contract win increases near-term sentiment and extends revenue visibility, though cash flow impact is deferred to 1Q 2027.

    investing.com · Aug 4, 2026

alphai scores every news story that mentions SHAZ with an AI model for sentiment and relevance, and aggregates insider trades from SharonAI Holdings Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $SHAZ

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$SHAZMed

SharonAI (SHAZ) Q2 2026 Earnings Call Transcript

SharonAI Holdings (SHAZ) held its Q2 2026 earnings call, reporting 212 MW of secured AI factory capacity after an 80 MW upgrade and $8.8 billion year-to-date total contract value from multiyear take-or-pay deals. Management cited a GPU deployment target of 64,000 units by mid-2027, $1.6 billion raised in June, and $2.2 billion cash secured since Dec. 2025, with Q4 2026 revenue starting as B300/GB300 deployments activate.

$SHAZMed

Sharon AI secures $529M cloud agreement

Sharon AI (NASDAQ:SHAZ) said it won a five-year $529 million cloud computing contract with an unnamed international AI group. The deal will expand its Australian computing services using Nvidia chips, following a prior US$1.32 billion New Zealand contract. The company cited strong AI infrastructure demand in Australia as it prepares to list on the ASX. Shares were unchanged at $55.52.

$SHAZMedAI 8/10

Why is SharonAI Holdings stock rallying today?

Investing.com reports SharonAI Holdings Inc. shares rose 5% pre-open to $55 after the company announced a five-year cloud computing service agreement with an unnamed global AI platform. Total contract value is $373 million, with revenue expected to start in Q1 2027. The company also cites prior $1.32B and $1.25B contracts, and notes a Strong Buy consensus rating.

$SHAZMedAI 8/10

Sharon AI stock surges on $373m cloud computing contract

Sharon AI Holdings Inc. (NASDAQ:SHAZ) shares rose about 5% premarket after the company announced a five-year cloud computing service agreement worth $373 million with a global AI platform. Sharon AI will deploy cloud solutions in Australia, with revenue expected to start in Q1 2027. It plans to upgrade GPU capacity to 64,000 NVIDIA GPUs by mid-2027.

SharonAI Holdings Announces Strategic CFO Leadership Transition

SharonAI Holdings (SHAZ) said it will transition CFO roles as it scales its AI infrastructure platform. Veteran investment banker Anuj Goel will become CFO effective Aug. 24, 2026, with an AUD$650,000 base salary and equity-linked incentives. Incumbent CFO Tim Broadfoot will resign Aug. 24, 2026, with separation terms including continued RSUs.

$SHAZLow

SharonAI Holdings Inc. (SHAZ): Entry into a Material Definitive Agreement

SharonAI Holdings Inc. (SHAZ) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-10.1 2 ex10-1.htm EX-10.1 Exhibit 10.1 22 July 2026 Anuj Goel 47 Balls Head Rd Waverton, NSW Dear Anuj, Employment offer with SharonAI Pty Ltd (ACN 645 215 194) (Employer) Further to recent discussions, we are delighted to provide you with a new contract of employment to repla

Sharon AI Appoints Melissa Anastasiou as Chief Legal Officer

Sharon AI Holdings Inc. (NASDAQ: SHAZ) appointed Melissa Anastasiou as Chief Legal Officer, effective immediately, to lead legal, governance and compliance. She previously spent over 16 years at Spark New Zealand, serving as Executive Group General Counsel and Commercial Director and chairing its AI & Data Ethics Committee. The company says the move supports scaling its AI Cloud platform and sovereign AI infrastructure.

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