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- Single-customer / Single-strategy Concentration (new) — The company's strategy is concentrated on deploying up to 40,000 NVIDIA GB300 GPUs under a single revenue-sharing collaboration with NVIDIA, and its revenue pipeline is dominated by two large contracts ($950M and $1.32B) with unnamed customers.
SharonAI (SHAZ) common stock trading at $68.46; Q2 2026 net loss $430.4M on $1.9M revenue
Filed August 13, 2026 · ~1 min read
Key Changes
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high
Q2 2026 net loss was $430.4 million on $1.9 million revenue.
Business view on EDGAR → -
high
NVIDIA collaboration announced June 12, 2026: deploying a 72MW AI factory with up to 40,000 Grace Blackwell GB300 GPUs in Australia under a revenue-sharing and credit-support model. NVIDIA earns both product revenue and a share of cloud revenue on the supported capacity.
Business view on EDGAR → -
medium
Q2 2026 revenue was $1.9 million (up 412% from $0.4 million in Q2 2025), driven by new GPU infrastructure customers. Gross profit turned positive at $1.2 million versus a $21k gross loss in Q2 2025. Revenue remains small relative to capital raised and contract pipeline.
Business view on EDGAR →
1 more material change behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.
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Figures/quotes linked to EDGAR · Narrative written by AI · Aug 16, 2026 · How we verify