Leopold Aschenbrenner’s Situational Awareness Surprising AI Stock Pick in 2026

We just covered Leopold Aschenbrenner’s Situational Awareness Reveals Its 10 Under-The-Radar AI Stock Picks. SharonAI Holdings Inc (NASDAQ:SHAZ) ranks #9 (see Situational Awareness Top 5 Under-The-Radar AI Stock Picks).

Situational Awareness Stake Value: $18,095,535 (NEW)

SharonAI rents out AI chips. If you need massive computing power to train models but don’t want to spend billions building a data center, you rent from them instead. They work with AI labs, big tech companies, research shops, and industries with strict rules about where their data lives.

The company has a solid edge: it’s one of just three Nvidia Cloud Partners in Australia. That means they get first dibs on Nvidia’s newest chips and can sell directly to enterprise customers without jumping through middlemen.

SharonAI just landed two big deals. First was a $1.25 billion contract with ESDS, an IT services firm in India. They’ll start recognizing revenue in September 2026. They also grabbed a $950 million deal (take-or-pay agreement) with an unnamed tech giant in Asia-Pacific. Money flows in Q3 or Q4 2026.

ESDS made $39.9 million in revenue last year and has $69.5 million in total assets. But the contract requires them to pay roughly $250 million a year for five years, plus put up $140 million in letters of credit. That’s more than their entire balance sheet.

Wall Street analysts are betting the farm on this. About 75% of their revenue forecasts come from this one deal. If ESDS can’t pay or pulls out, the numbers blow up.

Close-up of Silicon Die are being Extracted from Semiconductor Wafer and Attached to Substrate by Pick and Place Machine. Computer Chip Manufacturing at Fab. Semiconductor Packaging Process.

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