Sharonai Holdings, Inc. · NASDAQ:SHAZ
Sharonai — Investor Presentation (April 2026)
35 slides from Sharonai's investor presentation, April 2026
Slide 1: Company Presentation April 2026
COMPANY PRESENTATION April 2026 April 2026
Slide 2: Disclaimers
Disclaimers This presenta tion (this “Presentation”) is provide d sole ly for information purposes only and does not constitute a n offe r to sell, a solic itation of a n offe r Use of Projections to buy, or a re comme ndation to purchase any equity or debt. This Presentation may contain projected f
Slide 3: Table of Contents
Table of Contents 1. Introduction 2. The Market Opportunity 3. Our Platform, Technology & Infrastructure 4. Commercial Model & Customer Traction 5. Management & Governance CO MP A NY P RE S E NTA T I O N – A P RI L 2 02 6 3
Slide 4: Introduction
1 Introduction
Slide 5: Who is Sharon AI?
Who is Sharon AI? Sharon AI is an Australian Neocloud operator, purpose-built to power the next generation of Artificial Intelligence and High Performance Computing 01 02 03 What we do? Why we succeed? Proof points ▪ Design and operate AI-native ▪ Privileged access to cutting-edge GPUs: One of only
Slide 6: Company History
Company History Since being incorporated in February 2024, Sharon AI has delivered on key strategic, operational and financing milestones Key Strategic and Operational Milestones Key Financing Milestones Feb-24 Sharon AI incorporated Dec-24 Certified as an NVIDIA Cloud Partner Announced planned deve
Slide 7: The Problem That We're Focused on Solving
The Problem That We’re Focused on Solving The Problem Our Solution AI adoption is accelerating faster than the infrastructure To be the trusted AI infrastructure platform enabling AI at required to support it scale ▪ Demand for AI training and inference has outpaced the global ▪ Deliver dedicated, H
Slide 8: The Market Opportunity
2 The Market Opportunity
Slide 9: Key GPUaaS Operators
Key GPUaaS Operators Neoclouds are complementary operators to hyperscalers, with US Neoclouds solving global capacity shortfalls, while Australian Neoclouds are providing a solution for domestic compute demand Hyperscalers US Neoclouds Australian Neoclouds 1. Global AI infrastructure demand is expan
Slide 10: Neoclouds vs Hyperscalers GPUaaS Service Offerings
Neoclouds vs Hyperscalers GPUaaS Service Offerings Neoclouds are fundamentally optimised for AI workloads, while hyperscalers operate general-purpose cloud platforms to support a broad range of use cases Dimension Hyperscalers Neoclouds Core positioning ▪ General-purpose cloud platforms ▪ Purpose-bu
Slide 11: Evolution of Market Share in the US
Evolution of Market Share in the US The US GPU market has shifted from hyperscale-dominated supply to a bifurcated system where Neoclouds now absorb demand at scale Estimated market share (as at 2024) 27% 22% 16% 12% 9% 9% 2% 1% 1% 1% AWS Microsoft Google CoreWeave Lamda Nebius Crusoe WhiteFiber GPU
Slide 12: Data Sovereignty & Regulations to Drive Regional Champions
Data Sovereignty & Regulations to Drive Regional Champions Tightening data sovereignty and privacy rules in Australia and the US are generating a structural advantage for trusted, in-country AI infrastructure providers US to curb global chip shipments; most markets will face restrictions Regulations
Slide 13: Barriers to Entry Key Driver of Success for Early Entrants
Barriers to Entry Key Driver of Success for Early Entrants Access to GPUs, grid constrained high-density power, tightening data regulation, and capital requirements establish barriers to entry into Global Neocloud and GPUaaS markets GPU Allocation Power Access Regulations Capital and Talent ▪ Securi
Slide 14: Our Platform, Technology & Infrastructure
3 Our Platform, Technology & Infrastructure
Slide 15: Our Solution Offering
Our Solution Offering Sharon AI provides access to accelerated computing infrastructure solutions specifically targeted to AI and HPC applications, delivered “as-a-Service” Current GPUs which Sharon AI offers to customers 1 B200 B300 GB300 Engineered on the NVIDIA Blackwell Next-generation data cent
Slide 16: Target Customers and Illustrative Use Cases
Target Customers and Illustrative Use Cases Sharon AI solutions are targeted at a broad range of customers which require sovereign, high-performance AI infrastructure for training, inference and mission-critical workloads at scale ▪ Corporations integrating AI into workflows and require scalable inf
Slide 17: Our Approach is to Partner With the Best in the World
Our Approach is to Partner With the Best in the World Sharon AI works with global leaders in AI and digital infrastructure to ensure best practices and on time delivery of Sharon AI’s solutions World Wide Technology ▪ NVIDIA is the designer and technology provider of the AI processors (GPUs) used by
Slide 18: Key Delivery Partners: NVIDIA
Key Delivery Partners: NVIDIA NVIDIA is a manufacturer of Sharon AI’s GPUs and is a key operational partner for Sharon AI. Sharon AI’s certified NCP status provides it access to NVIDIA’s latest technologies, technical support and go-to-market collaboration Supply ▪ Certified NVIDIA Cloud Partner (NC
Slide 19: Key Delivery Partners: NEXTDC
Key Delivery Partners: NEXTDC NEXTDC provides the sovereign data centre backbone including high power, liquid-cooled capacity, and Tier III and IV resilience that enables Sharon AI to deploy GPU Superclusters at speed and scale ▪ Primary, non-exclusive co-location DC provider, hosting the Company’s
Slide 20: Data Centre Strategy Beyond NEXTDC
Data Centre Strategy Beyond NEXTDC While our anchor partnership with NEXTDC continues to support future deployment, Sharon AI is expanding capacity through a mix of third-party colocation and infrastructure partnerships ▪ While NEXTDC is the primary host, Sharon AI has secured an additional partners
Slide 21: Key Delivery Partners: Cisco
Key Delivery Partners: Cisco Cisco delivers enterprise-grade networking, security, and go-to-market reach that enables Sharon AI to accelerate AI infrastructure deployment across enterprise and government customers ▪ Cisco is a core technology and go-to-market partner, supporting Sharon AI’s enterpr
Slide 22: Key Delivery Partners: World Wide Technology
Key Delivery Partners: World Wide Technology WWT provides end-to-end design, procurement and deployment expertise that supports delivery of large-scale NVIDIA AI infrastructure with speed, security and operational certainty ▪ Global technology solutions provider that offers consulting, supply chain
Slide 23: Sharon AI's Proprietary Software Orchestration
Sharon AI’s Proprietary Software Orchestration Sharon AI has developed enterprise-grade GPU delivery, abstracted into a self-service cloud Input controls feeding orchestration Physical infrastructure & delivery stack Customer requests Contracts/reservation Sovereignty rules Network Compute GPU type,
Slide 24: Commercial Model & Customer Traction
4 Commercial Model & Customer Traction
Slide 25: Revenue Model
Revenue Model Sharon AI operates a hybrid GPU-as-a-Service revenue model that has evolved deliberately from predominantly on-demand usage to a term-based take-or-pay offtake as the business has scaled On-demand (PAYG) Take-or-pay Transition to a take-or-pay ▪ Usage-based, on-demand pricing for GPU ▪
Slide 26: Illustrative GPU Annual Revenue Analysis
Illustrative GPU Annual Revenue Analysis Illustrative GPU Annual Revenue equals stated number of GB300 GPUs x stated GB300 GPU Rates per Hour x 8,760 hours (per year) x 100% assumed term contract utilisation (in USD) GB300 GPU Hourly Rates (USD/GPU-Hour) Total GPUs MW (Approx.) $2.00 $2.50 $3.00 $3.
Slide 27: Go-to-Market Strategy
Go-to-Market Strategy Sharon AI operates a multi-pronged go-to-market strategy, supported by partner network 01 02 04 NCP Program provides access to the NVIDIA consumption desk, through Direct enterprise 01 which NVIDIA refers qualified customers to partners with available capacity sales 03 05 Cisco
Slide 28: Illustrative Customer Contract Lifecycle
Illustrative Customer Contract Lifecycle Sharon AI’s primary commercial contracting framework is take or pay revenue model whereby customers pay monthly revenue for reserved capacity which ensures 100% utilisation once fully deployed, de-risking contracts Post contract GPU + network During contract
Slide 29: Recent Customer Momentum
Recent Customer Momentum Strong traction since January 2026, with landmark contracts including Canva, GMI Computing, and a US$1.26bn, 5-year agreement with ESDS Software Solutions December 2025: Completed pre-IPO, raising ~US$103m ▪ Signed 1st contract since capital raising 1 ▪ Customer: Canva – a h
Slide 30: Approach to Financing
Approach to Financing Sharon AI deploys the right financing tool at each stage of scale – initially leasing for speed and de-risking early deployments, and seeking to utilise asset-backed debt for efficient long-term scaling Truscale program Asset-level debt facilities Equity GPUs leased from Lenovo
Slide 31: Growth Strategy
Growth Strategy Sharon AI’s growth strategy focuses on scaling its specialised HPC infrastructure to address the increasing demand for AI capabilities. The Company’s objective is to establish itself as a leading HPC and AI infrastructure provider by executing a strategy built on four key pillars 01
Slide 32: Management & Governance
5 Management & Governance
Slide 33: Executive Team
Executive Team We are a highly experienced team of entrepreneurs, engineers and industry professionals. Our executive team has held senior roles at leading technology and financial institutions including Microsoft, IBM, Equinix, Goldman Sachs, Macquarie Group, JP Morgan, Citigroup, and Thomson Geer
Slide 34: Board of Directors
Board of Directors Highly experienced board combining global technology, infrastructure, capital markets and governance expertise to guide Sharon AI through scale, regulation and long-term value creation James Manning Drew Kelton Peter Woodward Benjamin Adams Alastair Cairns CEO & Director Non-Execu
Slide 35: Contact Us
Please contact us for more information: info@sharonai.com sharon-ai sharon__ai sharonai.com Australia Level 1, 32 Walker Street, North Sydney NSW 2060 United States 745 5th Ave, Suite 500 New York, NY 10151 Sharon AI Investor Relations Enquiries: Ross Barrows, Head of Capital Strategy and Investor R