Sharon AI $SHAZ: Capacity Target Hits 100MW After Two Upgrades in 2026 as AI Cloud Demand Outstrips Supply $SHAZ just reported Q1 2026 results, highlighting the year's twice upgraded 2026 data center capacity target — from an initial 55MW, to 70MW, and now to 100MW. This consistent upward revision is a direct signal that customer demand is running ahead of the company's ability to deploy infrastructure. The 100MW target is backed by a previously announced US$350M convertible note, giving the company capital to continue scaling its customer base through 2026 and beyond. Combined with the pro-forma cash position of approximately $225M following its February 2026 IPO, Sharon AI enters the growth phase of its buildout with a well-funded balance sheet. Why Investors Should Be Watching: • Capacity upgrades as a demand signal: Two upward revisions in a single year suggest the pipeline of signed or committed enterprise contracts is growing faster than initial projections. • Supply-constrained market: Management explicitly flagged that demand materially outweighs available supply — a setup that supports contract pricing and utilization rates as new capacity comes online. • US$350M convertible note: A significant capital event that funds the 100MW buildout without relying solely on equity issuance. • Acceleration into Q2: CEO James Manning noted that business momentum has accelerated beyond Q1, pointing to continued commercial execution in the near term. • Multi-sector demand base: Enterprise, hyperscale, research, government, and AI-native customers are all active — a diversified demand base that reduces concentration risk. Sharon AI is executing against a customer-led deployment model where contracts precede infrastructure. If demand continues to outpace supply, the 100MW target may not be the last revision investors see this year. Read the full Q1 2026 report: $SHAZ $NVDA $NBIS $APLD $ORCL $CORZ $GPUS $MSFT $AMZN

SITUATION BREWING: Google and Blackstone are set to announce an AI cloud computing company built on Google's TPU offerings, the WSJ is reporting. The deal would involve a $5 billion investment from Blackstone and is to be announced later today.

Nebius Group delivered strong 1Q results as accelerating AI infrastructure demand, expanding contract visibility, and rising pricing continued to support the company’s hypergrowth trajectory. 🔹 1Q revenue, adjusted EBITDA, and gross margin all exceeded consensus expectations, driven by sold-out GPU utilization and pricing strength 🔹 Management highlighted surging demand trends, including a ~3.5x Q/Q increase in pipeline generation and record customer prepayments 🔹 The recently announced $27B Meta agreement and expanding contracted power capacity significantly improve long-term visibility into future growth Management also raised capex guidance as Nebius continues investing ahead of committed 2027 demand, while maintaining expectations for ~40% full-year adjusted EBITDA margins. Read James Kisner, CFA kisner's full report for additional detail on demand trends, AI cloud economics, capacity expansion, valuation, and long-term growth outlook. $NBIS #AI# #ArtificialIntelligence# #CloudComputing# #DataCenters# #Technology# #Infrastructure# #Semiconductors# #Investing# #GrowthStocks# #WaterTowerResearch# @nebiusgroup

Nebius has been making some interesting acquisitions this year toward building a full-stack AI cloud: • Tavily (~$400M): search for AI agents • Eigen AI (~$650M): model-level inference optimization • Clarifai (team + IP license): system-level compute orchestration

Altimeter CEO Brad Gerstner said on CNBC during the $CBRS Cerebras IPO that “we’re in the age of inference,” arguing AI is rapidly shifting from training models to generating tokens efficiently at scale. He tied this directly to Jensen Huang’s comments about inference demand potentially scaling “1 billion x,” reinforcing the bull case for inference infrastructure across $AMZN, $MSFT, $GOOGL, memory, networking, and AI cloud platforms. Gerstner also said the successful Cerebras IPO could pave the way for more AI infrastructure IPOs in coming years, including potential offerings tied to SpaceX, OpenAI, and Anthropic.

$NBIS was initiated at Neutral with a $250 price target by D.A. Davidson, which praised the company’s strong execution, low debt profile, and diversified AI cloud strategy. They project Nebius revenue could exceed $10.6B by 2027 as demand for AI infrastructure continues accelerating. $CRWV had its price target cut to $100 from $175 by D.A. Davidson, which cited valuation, profitability, leverage, and borrowing cost concerns despite maintaining a Neutral rating. They expect CoreWeave revenue to surpass $25B by 2027, though margin pressures and financing costs above 9% remain key risks.

NVIDIA JUST NEARLY DOUBLED ITS COREWEAVE STAKE Here is every public company NVIDIA owns shares of as of Q1 2026, as per @ralliesai: - Intel $INTC: 214.8M shares - Nokia $NOK: 166.4M shares - CoreWeave $CRWV: 47.2M shares (+94.5%) - Coherent $COHR: 7.8M shares - Synopsys $SNPS: 4.8M shares - Nebius $NBIS: 1.2M shares - Generate Biosciences $GENB: 833K shares NVIDIA roughly doubled its position in one of the hottest AI cloud names on the market.