Boost Run (BRUN) has signed a five-year AI cloud services agreement with a sovereign AI company valued at $525.6 million. Acceptance of the initial infrastructure is expected to begin in early Q2 2027. Boost Run will supply compute capacity powered by NVIDIA GB300 NVL72 GPUs, plus network storage and CPU node services.
The agreement brings total contract value to over $2.6 billion, representing revenue customers have committed to pay over the life of all agreements, not revenue already earned. Signed contracts include upfront payments. Boost Run plans to convert its pipeline into signed contracts and deploy capacity against contracted demand.
Boost Run (BRUN) announced its preliminary inclusion in the Russell 2000® and Russell 3000® Indexes as part of FTSE Russell’s quarterly IPO additions. This inclusion is expected to become effective after market close on September 18, 2026, subject to FTSE Russell’s final review and reconstitution, with the reconstituted indexes scheduled to begin trading on September 21, 2026. The Russell U.S. Indexes are widely used benchmarks, with approximately $12 trillion in assets benchmarked to them.
Boost Run (Nasdaq: BRUN) completed the redemption of its outstanding public warrants to purchase Class A common stock on August 20, 2026, under its November 7, 2024 Warrant Agreement. Of 11,470,711 outstanding warrants, 11,447,717 (99.8%) were exercised for cash at $11.50 per share, generating approximately $130 million in aggregate gross cash proceeds for the company.
The remaining 22,994 unexercised warrants were redeemed at $0.01 per warrant. As of August 25, 2026, Boost Run reported 54,312,123 Class A and 29,533,018 Class B common shares outstanding, with no warrants outstanding. The warrants ceased trading and were delisted from Nasdaq, while Class A common stock continues to trade under the symbol “BRUN”.
Boost Run (Nasdaq: BRUN) reported second quarter 2026 revenue of $31.1 million, up 270% from $8.4 million a year earlier. Total long-term contracted revenue (TCV) stands at $1.9 billion, including over $1 billion in contracts signed during the quarter, and unrestricted cash was $120.2 million at June 30, 2026.
The company completed a business combination on May 8, 2026, generating $114.1 million in net proceeds and listing on Nasdaq. Boost Run operates six U.S. data centers, with three more due online within six months, and expanded data center partnerships by 125MW to 253MW total accessible power.
Boost Run fully committed a $1.44 billion Dell purchase agreement and is processing a planned $4–$5 billion strategic compute hardware procurement across multiple OEMs. For 2026, the company targets exiting the year with about $400 million ARR and a sustainable 15%–20% net cash flow margin in forward periods.
Boost Run (Nasdaq: BRUN) signed a long-term lease with 10X Infrastructure Partners, 10X Capital’s infrastructure platform, securing GPU infrastructure capacity across multiple sites. The agreement initially covers 20 MW of gross capacity at an existing, fully energized site, with delivery expected in the fourth quarter of 2026.
Boost Run also plans to scale capacity to 111 MW across two additional sites throughout 2027. According to the company, using an energized site should allow GPUs to be brought online faster than a greenfield build and supports visibility into recurring revenue as customer demand for high-performance AI compute grows.
Boost Run (Nasdaq: BRUN) will release its financial results for the second quarter ended June 30, 2026, before market open on Friday, August 14, 2026. The company will host a conference call at 8:00 a.m. Eastern Time the same day, with a live webcast and replay accessible via its investor relations website.
Boost Run (Nasdaq: BRUN) has called for the redemption of all outstanding public warrants to purchase its Class A common stock. Any warrants still outstanding at 5:00 p.m. New York City time on August 20, 2026 will be redeemed at $0.01 per warrant, unless exercised for cash at the warrant exercise price of $11.50 per share before the deadline.
According to Boost Run, approximately 45% of public warrants had been exercised as of July 24, 2026, generating $58.8 million in gross cash proceeds. If all remaining warrants are exercised, the company expects additional gross cash proceeds of $73.1 million, for total potential proceeds of $131.9 million.
Boost Run (Nasdaq: BRUN) reported receiving over $45 million in gross cash proceeds from public warrant exercises since its May 8, 2026 business combination. About 4.0 million of 11.47 million public warrants have been exercised, leaving roughly 7.5 million outstanding.
Proceeds will fund general corporate purposes, including AI cloud infrastructure and HPC capacity expansion, while management expects reduced warrant overhang and a simpler capital structure to support liquidity and long-term growth.
Boost Run (Nasdaq: BRUN), an NVIDIA Preferred Cloud Partner, began trading on Nasdaq and reported strong contracted demand aligned with deployment capacity.
The company has $940 million in long-term contracted revenue, expects FCF-positive operations, targets at least $375 million FY2026 ARR, and is expanding U.S. data center capacity beyond 125MW.
Boost Run (Nasdaq: BRUN) completed its business combination with Willow Lane and will list on Nasdaq on May 11, 2026. The company closed with $134.5 million gross proceeds (prior to transaction expenses), achieved NVIDIA Exemplar Cloud validation, expanded contracted demand, secured additional U.S. data center capacity, and signed a $1.44 billion purchase agreement with Dell.