Sharonai Holdings, Inc. · NASDAQ:SHAZ
Sharonai — SPAC Merger (January 2025)
25 slides from Sharonai's SPAC merger presentation, Jan 29, 2025
Slide 1: January 2025 Presentation
January 2025 Presentation
Slide 2: Disclaimers
DISCLAIMERS This presentation (this “Presentation”) is provided solely for information purposes only and does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation to purchase any equity or debt . It has been prepared to assist interested parties in making their own
Slide 3: Forward-looking projections and no offer or solicitation
Any financial projections in this Presentation are forward - looking statements that are based on assumptions that are inherently subject to significant uncertainties and contingencies, many of which are beyond Sharon’s and ROTH CH’s control . While all projections are necessarily speculative, Sharo
Slide 4: Participants in the Solicitation; Cautionary Statements
Participants in the Solicitation Sharon, ROTH CH and their respective directors and executive officers may be considered participants in the solicitation of proxies with respect to the Proposed Business Combination described herein under the rules of the SEC . Information about such persons and a de
Slide 5: AI infrastructure industry news and deals
AWS acquires 960MW nuclear campus in Pennsylvania https://iee.ucsb.edu/index.php/news - events/news/aws - acquires - nuclear - powered - data - center - campus - pa How Wall Street Lenders Are Betting Big on the AI Boom https://www.wsj.com/tech/ai/how - wall - street - lenders - are - betting - big
Slide 6: Sharon AI Overview
Sharon AI Overview Sharon AI GPU & CPU Compute Infrastructure : ● Over 430 Operating GPUs (NVIDIA H100, L40S, A40, RTX3090 and AMD MI300X) ● Additional NVIDIA GPU purchases planned in early 2025 (NVIDIA H200) ● 50 Petabytes of S3 Compatible Operating Cloud Data Storage ● Predecessor business (Distri
Slide 7: Our Customers and What We Sell
Our primary customers are businesses at the forefront of AI and HPC, including startups, SME’s and large enterprises looking to leverage AI for innovation and growth. Startups SMEs Enterprises Universities Research Institutes What we sell GPU Compute as a Service (GPUaaS) 01 Cloud Data Storage Solut
Slide 8: AI/High Performance Computing Ecosystem
● LENOVO : Sharon AI has an existing commercial relationship with Lenovo for the supply of GPU/Servers. ● NVIDIA: Sharon AI is a certified NVIDIA Cloud Partner (NCP). ● NEXTDC : Sharon AI has an existing commercial relationship and GPU deployments with NEXTDC. Planned 1K GPU Cluster on NVIDIA Refere
Slide 9: Sharon AI US Data Center Development
The Sharon AI Board and management team have significant experience in US energy and infrastructure markets having built over 100 Modular Data Centers across 200MW of energy (PA/TX/GA) in their prior roles. Sharon AI and New Era Helium Inc Joint Venture – Texas Critical Data Centers LLC - 250MW Net
Slide 10: 1K GPU Cluster NVIDIA Reference Architecture - Sharon AI + NEXTDC
1K GPU Cluster NVIDIA Reference Architecture - Sharon AI + NEXTDC A s a certified NVIDIA Cloud Partner, the Sharon AI team has invested considerable time with NVIDIA & NEXTDC engineers and solution architects throughout the planning and design phase for this planned H 200 GPU deployment . We believe
Slide 11: Direct Customers + Marketplaces + Key Relationships
Direct Customers + Marketplaces + Key Relationships • Sharon AI has direct customers and participates across multiple marketplaces. We believe a diversified customer base is key to future growth. • We believe the planned 1K GPU Cluster will result in significant expansion of Tier 1 customers given i
Slide 12: Board of Directors
The Sharon AI Board of Directors has extensive experience across US energy infrastructure, technology & financial markets Board of Directors James Manning Co - founder & Non - executive Chairman Vertua Property Inc James is the Chairman of Sharon AI. His career has spanned over 22 years across techn
Slide 13: Our Team
Nick Hughes - Jones Co - founder & SVP, Business Development Financial Markets & Infrastructure Nathanial Marsh Data Center Operations Manager Data Center Infrastructure Scott Donnelly AI Systems Administrator Data Center Infrastructure Andrew Leece Co - founder & COO Data Center Infrastructure Tim
Slide 14: Appendix Supplemental Information
Appendix Supplemental Information
Slide 15: Listed and unlisted AI infrastructure comparables
$2.2B $0.3B $0.4B $6.1B $3.0B $1.9B $3.2B $1.4B $23.0B $6.0B $3.7B $2.4B $3.2T $2.4T $2.5T $87.0B Sharon AI is one of only a handful of pure plays on AI infrastructure amongst these listed and unlisted comparables. Source: Yahoo Finance market capitalizations as of 27th January 2025, and publicly av
Slide 16: Team biographies
Daniel has over 20 years experience in high performance computing encompassing infrastructure design, systems architecture., information security and cluster administration. Prior to joining Sharon AI, Daniel worked at Queensland State Government’s Department of Environment, Science, Energy and Inno
Slide 17: Appendix Hypothetical Scenario Analysis
APPENDIX Hypothetical Scenario Analysis
Slide 18: Scenario analysis assumptions
● H100 NVL & H200 SXM purchased at $31,250/GPU and $37,000/GPU and earning rates as indicated in the scenarios. ● Existing L40S earning rates as indicated in the scenarios. ● 10% distribution expense reducing revenue. ● GPUs deployed in third - party data centers under existing contracts with power
Slide 19: Illustrative Raise Scenario Analysis
Illustrative Raise Scenario Analysis $ $ 2027 2026 2025 $ 63,265 $ 47,397 $ 23,148 Revenue $ 26,642 $ 17,604 $ 2,814 EBITDA 2025 27,720 $ 2,565 $ C. Higher Raises ($000s) 2027 2026 2025 $ 139,506 $ 97,627 $ 34,6568 Revenue $ 69,852 $ 45,587 $ 3,280 EBITDA B. Middle Raises ($000s) A. Lower Raises ($0
Slide 20: Illustrative GPU Scenario Analysis
Illustrative GPU Scenario Analysis Scenario D, E, and F - Colocation • $10mm equity raised in 25Q1 and $40mm raised in 25Q2 • H100 sensitivity (D) $2.00/h, (E) $2.50/h, (F) $2.75/h • H200 sensitivity (D) $2.50/h, (E) $3.00/h, (F) $3.50/h • L40S sensitivity (D) $0.70/h, (E) $0.90/h, (F) $1.10/h • Uti
Slide 21: Illustrative Utilization Scenario Analysis
Scenario H, I, and G - Colocation • $10mm equity raised in 25Q1 and $40mm raised in 25Q2 • H100 earn constant $2.50/h, H200 $3.00/h, L40S $0.90/h • Utilization sensitivity of (H) 75%, (I) 85% and (G) 95% • Excess cash periodically reinvested into additional GPUs Illustrative Utilization Scenario Ana
Slide 22: Hypothetical Example Revenue to Gross Profit Bridge
Hypothetical Example Revenue to Gross Profit Bridge 2025 ($000’s) $27,720 Revenue $5,566 Managed Service Cost $2,283 Data Center Costs $1,396 Power Costs $73 Software Costs $54 Misc. Costs $2,688 Distribution Expense $12,060 COGS $15,660 GP Example figures correspond to Scenario B above. Assumptions
Slide 23: Hypothetical Unit Economics for Colocation
Hypothetical Unit Economics for Colocation 1MW Annual Operation $16,871,760 Revenue $(6,886,742) COGS $9,985,018 GP 59% GP% Capex GPU/Server Colo Setup Total $15,836,000 $227,500 $16,063,500 ● Approximately 856 Nvidia H200 GPUs generating $2.50/hr/GPU with 90% utilization and 10% distribution charge
Slide 24: Business Combination Transaction
Business Combination Transaction + Sharon Al has sign Acquisition Co. (OT a business combination agreement with Roth CH _ Maree: USCTR Corn Cie) Pro Forma Ownership at Close ms, + Ifthe business combination is completed successfully, Sharon Al plans Sharon Al to pursue an uplisting to a major US exc
Slide 25: Sharon AI Inc contact details
Sharon AI Inc 745 Fifth Avenue, Suite 500 New York, NY 10151 Please contact us for more information at info@sharonai.com www.sharonai.com @sharon ai Sharon AI