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Tuesday, October 6, 2026

Boost Run announces five-year $525.6M cloud services compute agreement; shares jump 10%

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Boost Run (BRUN) announced Wednesday it has signed a five-year AI cloud services agreement with a leading sovereign AI company.

The agreement carries a total contract value of $525.6M along with acceptance of the initial infrastructure expected to begin in early Q2 2027.

Shares of BRUN jumped nearly 10% pre-market.

Under the agreement, Boost Run will deliver compute capacity powered by NVIDIA GB300 NVL72 GPUs, along with network storage and CPU node services.

To date, this contract brings Boost Run’s total contract value to over $2.6B.

“This agreement marks an important step in efficiently deploying our financing into contracted revenue. Our ability to deliver NVIDIA GB300 systems to leading AI companies demonstrates the strength and diversification of both our customer base and our GPU fleet,” said Andrew Karos, Founder and Chief Executive Officer of Boost Run.

Boost Run said it intends to continue to convert its strong pipeline into signed contracts, deploying capacity against contracted demand as the AI compute market continues to expand.

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