Nvidia to Supply 40,000 GB300 GPUs to Sharon AI in Six-Year Pact
NVDA•MediaTek's shares leapt 187% since March-end, adding over $140 billion in market value as its Google AI chip tie-up positions it against Nvidia’s GPUs. Simultaneously, Sharon AI announced a six-year pact to deploy 40,000 Grace Blackwell GB300 GPUs with Nvidia, underscoring robust demand for its AI infrastructure.
1. MediaTek's Revaluation Challenges Nvidia
MediaTek’s 187% share rally since March-end, driven by its AI ASIC push with Google, has added over $140 billion in value, ramping pressure on Nvidia’s GPU stronghold in AI infrastructure.
2. Sharon AI’s Compute Collaboration
Sharon AI Holdings has struck a six-year agreement with Nvidia to deploy 72 MW of data center capacity and 40,000 GB300 GPUs in Australia, underlining sustained enterprise demand for Nvidia’s AI hardware.
3. Australian AI Firm Nvidia Deal
An Australian CoreWeave competitor secured a deal to integrate Nvidia GPUs into its AI offerings, marking another regional expansion of Nvidia’s data center reach.
4. Upside From Potential SpaceX IPO
A potential SpaceX IPO surge could amplify demand for Nvidia’s high-performance GPUs in satellite data processing and AI workloads, positioning Nvidia as a key supplier to space tech ventures.
