Boost Run (Nasdaq: BRUN) said on 6 Oct it signed a five-year AI cloud deal worth ~$525.6M for NVIDIA GB300 NVL72 capacity. Its 8-K names the customer as Cohere (agreement dated 30 Sep). Each rack’s term starts at acceptance, with first acceptance expected in Q2 2027. If a minimum isn’t accepted by 15 Jul 2027, Cohere can terminate and get its prepayment back.
Boost Run (Nasdaq: BRUN) said on 6 Oct it signed a five-year AI cloud agreement worth about $525.6M for NVIDIA GB300 NVL72 capacity; its 8-K names the customer as Cohere (agreement dated 30 Sep). Each rack’s term starts on acceptance, with first acceptance expected in Q2 2027, and Cohere can terminate and recover its prepayment if a minimum isn’t accepted by 15 Jul 2027. Soft hold: contract value depends on delivery and acceptance; prepayment amount, rack count and MW undisclosed; the “>$2.6B TCV” figure is the company’s own.
Sources: SEC EDGAR — Boost Run Form 8-K · Boost Run release (via MarketScreener) (2026-10-06) · Soft hold: contract value depends on delivery and acceptance; prepayment amount, rack count and MW undisclosed; the “>$2.6B TCV” figure is the company’s own.