SharonAI Shares Surged After Securing a Six-Year Agreement With Nvidia. SHAZ Stock Needs a Lot More to Become a Long-Term Buy.

SharonAI Holdings surged after confirming a six-year compute agreement with Nvidia, centered on building 72 megawatts of new data-center capacity and scaling to 40,000 Grace Blackwell GB300 GPUs. The deal follows Nvidia’s factory-model approach and uses revenue sharing and credit support to help scale without heavy upfront capital. SharonAI expanded total AI factory capacity to 132 MW, with 102 MW contracted, and aims for more than 55,000 Nvidia GPUs by mid-2027. The project contributed to a pre-market rally, even as the company posted near-term losses and a voluminous cash burn, highlighting the contrast between growth momentum and profitability.