Every 8-K that Boost Run Inc. (BRUN) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow BRUN and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BRUN filings page.
On September 30, 2026, Boost Run LLC, a wholly owned subsidiary of Boost Run Inc. (BRUN), entered into a service agreement with Cohere Inc. for access to dedicated GPU cloud computing infrastructure and related services. Subject to the satisfaction of delivery and acceptance requirements and any termination described in the agreement, Cohere committed to pay Boost Run approximately $525.6 million over the agreement term, with a portion payable as a prepayment.
Each rack’s term is approximately five years from Cohere’s acceptance; acceptance of the initial infrastructure is currently expected to begin in the second quarter of 2027. If a specified minimum amount of infrastructure has not been accepted by July 15, 2027, Cohere may terminate and receive a refund of prepaid amounts. If that minimum has been accepted, Cohere may terminate the order for infrastructure not accepted by then and receive related prepaid amounts. Boost Run Inc. guarantees refunds up to the prepayment received by Boost Run and not applied against fees.
Boost Run Inc. granted time-based RSUs under its 2026 Omnibus Incentive Plan on September 29, 2026: Chief Financial Officer Erik Guckel received 2,890,000; Chief Operating Officer Harilaos Georgakopoulos, 300,000; and Chief Technology Officer Daniel Gormley-Rahn, 1,400,000. The awards vest subject to continued service: Guckel’s 40% on May 15, 2027, with the remaining 60% in eight substantially equal quarterly installments through June 15, 2029; Georgakopoulos’s in substantially equal annual installments on September 29, 2027, 2028, and 2029; and Gormley-Rahn’s in nine substantially equal quarterly installments from May 15, 2027, through June 15, 2029.
The Compensation Committee recommended, and the disinterested directors approved, a one-time $1,000,000 cash recognition award for Chief Operating Officer and Director Harilaos Georgakopoulos, payable in $500,000 on October 15, 2026, $300,000 on January 15, 2027, and $200,000 on April 15, 2027. Each installment requires continued employment in good standing and satisfactory performance as COO or in another executive-level position. If he voluntarily resigns or is terminated for Cause before the 24-month anniversary of the first payment, unpaid installments are forfeited and gross amounts previously received must be repaid.
Boost Run Inc. reported its first results as a public company for the quarter ended June 30, 2026. Total revenue for the quarter was $31.1 million, a 270% increase compared to $8.4 million in the prior-year period. Total long-term contracted revenue (TCV) stands at $1.9 billion, including over $1 billion in contracts signed during the quarter. Unrestricted cash was $120.2 million as of June 30, 2026, supported by $114.1 million in net proceeds from a May 8, 2026 business combination that took the company public on Nasdaq.
Operationally, Boost Run operates six U.S. data center locations, with three additional sites scheduled to come online over the next six months. The company expanded data center partnerships to add 125MW of power, bringing total accessibility to 253MW. It fully committed and allocated a $1.44 billion purchase agreement with Dell and is processing strategic procurement of an additional $4–$5 billion in compute hardware across multiple OEMs, and entered into 34 new finance lease agreements for GPU servers. For outlook, management targets exiting fiscal 2026 with approximately $400 million in Annualized Recurring Revenue and a sustainable 15%–20% Net Cash Flow Margin in forward periods.
Boost Run Inc. reported that it will release its second quarter 2026 financial results, for the period ended June 30, 2026, pre-market on Friday, August 14, 2026. On the same day, the company plans to host a conference call at 8:00 a.m. Eastern Time to discuss these results, with a live webcast and an archived replay available through its investor relations website.
Boost Run describes itself as an NVIDIA Preferred Cloud Provider and NVIDIA Exemplar Cloud on the Blackwell architecture, offering GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage via its platform. The company highlights multiple security and compliance certifications, including SOC 2 Type II, HIPAA, ISO 27001, and ISO 27701, and notes that forward-looking statements in its announcement are subject to various operational, market, and regulatory risks.
Boost Run Inc. is redeeming all outstanding public warrants to purchase its Class A common stock. Any warrant not exercised by 5:00 p.m., New York City time, on August 20, 2026 will be redeemed for $0.01 per warrant.
Each whole warrant can be exercised for cash into one share of Class A common stock at an exercise price of $11.50 per share. As of July 24, 2026, warrant exercises have generated $58.8m in gross cash proceeds, reflecting approximately 45% of public warrants exercised. If all remaining warrants are exercised, Boost Run could receive an additional $73.1m, for total gross proceeds of $131.9m.
Boost Run Inc. reported that it has received over $45 million in gross cash proceeds from the exercise of its public warrants since the closing of its business combination on May 8, 2026. These exercises are part of the company’s capital markets initiatives.
To date, approximately 4.0 million of the 11.47 million public warrants issued have been exercised, leaving about 7.5 million public warrants outstanding. Boost Run plans to use the net proceeds for general corporate purposes, including continued investment in AI cloud infrastructure and high-performance compute capacity, while also reducing warrant overhang and simplifying its capital structure.
Boost Run Inc. furnished an investor presentation that outlines its financial and operating performance, including annual recurring revenue, contracted revenue backlog and other key metrics. The presentation, dated June 2, 2026, is attached as Exhibit 99.1 and posted on the company’s investor relations website.
The information in the presentation is stated as of June 1, 2026 unless otherwise noted, is provided under Items 2.02 and 7.01, and is being furnished rather than filed, so it is not subject to certain Exchange Act liabilities or automatically incorporated into other securities law filings.
Boost Run Inc. entered into a material service agreement with Thinking Machines Lab Inc. for high-performance managed GPU compute and cloud infrastructure services. Two related Order Forms cover an initial 36‑month term with a combined total contract value of about $471.7 million.
The Orders call for deployment of 5,000 NVIDIA B300 GPUs across Boost Run’s data centers, along with shared storage and CPU node services. Once an Order is placed it is non‑cancelable for its term and fees are non‑refundable, and the customer must pay all fees for the full term regardless of actual usage, subject to limited exceptions.