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Eyes on Nvidia as Sharon AI keeps fundies waiting on ASX debut
Australian Financial Review
ENRICHED
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- Date Published
- 14 July 2026
- Priority Score
- 0
- Australian
- Unknown
- Created
- 14 July 2026, 02:01 pm
Description
History shows that while Nvidia will take its sweet time to open the chequebook for neoclouds, it typically lobs a decent chunk of change when it’s made the call.
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CompaniesStreet TalkPrint articleSarah Thompson, Kanika Sood, Emma Rapaport and Angira BharadwajJul 14, 2026 – 5.04pmLast week, Street Talk revealed Nasdaq-listed chip developer Nvidia had committed to buy hundreds of millions worth of equity in Australian neocloud Firmus ahead of its initial public offering this year.Sharon AI chief executive officer James Manning at the Macquarie Conference in May. Loading...Sarah Thompson has co-edited Street Talk since 2009, specialising in private equity, investment banking, M&A and equity capital markets stories. Prior to that, she spent 10 years in London as a markets and M&A reporter at Bloomberg and Dow Jones. Email Sarah at sarah.thompson@afr.comKanika Sood is a journalist based in Sydney who writes for the Street Talk column. Email Kanika at kanika.sood@afr.com.auEmma Rapaport is a co-editor of the Street Talk column. Prior to that, she was a markets reporter at The Australian Financial Review. Connect with Emma on Twitter. Email Emma at emma.rapaport@afr.comAngira Bharadwaj is a co-editor of Street Talk. She covers IPOs, capital raises, mergers and acquisitions and other breaking news in Australia’s capital markets. Previously, she covered financial services, state, and federal politics. Send tips to @angirab.60 on encrypted messaging platform Signal. Email Angira at angira.bharadwaj@nine.com.auSaveLog in or Subscribe to save articleShareCopy linkCopiedEmailLinkedInTwitterFacebookCopy linkCopiedShare via...Gift this articleSubscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe.Subscribe nowAlready a subscriber? LoginLicense articleRead MoreStreet TalkIPOAISee all Street Talk