Nvidia (NVDA) Stock After New SharonAI Data Center Deal Is The AI Leader Still Undervalued - simplywall.st

This article analyzes NVIDIA's recent six-year compute collaboration with SharonAI Holdings to support 72 megawatts of new AI data center capacity in Australia, utilizing NVIDIA's DSX AI factory desig... Read original →

NVIDIA’s 72MW AI data center deal with SharonAI in Australia isn’t just geographic expansion—it’s a stress test for DSX architecture under stringent global energy regulations. This move locks TSMC’s EUV capacity for 3nm Grace Blackwell chips, narrowing foundry access for AMD’s MI300X and Intel’s Gaudi3. Any supply chain disruption involving Taiwan, China could delay GB300 shipments. More critically, CUDA’s walled garden is becoming a regulatory liability as the EU and U.S. push interoperable AI standards to erode proprietary dominance. Over the next 18 months, rivals won’t challenge raw GPU performance; instead, they’ll deploy open-software-plus-custom-ASIC hybrids to capture edge inference. The valuation split reflects a deeper bet: if open-source frameworks capture over 15% of training workloads by 2027, NVIDIA’s DCF-based fair value will face structural downward revision.