Boost Run Inc. 8-K

What Happened
Boost Run Inc. announced on May 21, 2026 that it entered into a Boost Run Service Agreement (MSA) with Thinking Machines Lab Inc., and concurrently executed two Order Forms to rent NVIDIA B300 GPU servers. Under the Orders the company will deploy 5,000 B300 GPUs across its data centers, with an initial combined contract value of approximately $471.7 million and an initial term of 36 months. The MSA governs access to Boost Run’s platform and sets the terms for individual non‑cancelable Orders.

Key Details

• Parties: Boost Run Inc. (company) and Thinking Machines Lab Inc. (customer). No other material relationships disclosed.
• Scope: Rental and management of 5,000 NVIDIA B300 GPUs plus shared network storage and CPU node services.
• Value & Term: Combined total contract value ≈ $471.7 million; initial Order term = 36 months.
• Contract terms: Orders placed on the platform are non‑cancelable for the term and fees are non‑refundable; customer must pay all fees for the full term (subject to limited exceptions). MSA effective May 21, 2026; termination for cause permitted with 30‑day cure period; outstanding fees become due on termination.

Why It Matters
This agreement creates a large, multi‑year, and largely non‑cancelable revenue commitment that could materially increase Boost Run’s contracted revenue backlog and utilization of its data center capacity. For investors, the deal signals sizable demand for the company’s GPU rental and managed infrastructure services and provides predictable cash flow over the contract term, but also implies obligations to deliver hardware and services at scale. Key risks to monitor include execution (deploying and operating 5,000 GPUs), capital and operational requirements to support the deployment, and the company’s revenue recognition and cash-collection timing under these non‑cancelable Orders.