other material
confidence high
sentiment positive
materiality 0.65
Boost Run signs $127M Fluidstack contract, ups Q1 2026 deployment to $250M
Willow Lane Acquisition Corp.
- Two-year, $127M contract with Fluidstack for inference and training GPU clusters.
- New GPU supply orders with Dell Technologies and existing OEM; expanded data center capacity.
- Q1 2026 capacity deployment expectation raised from $100M to at least $250M of latest GPUs.
- Financing arrangements with Dell and Data Sales to support GPU procurement and operational scale.
- Reaffirms focus on unit economics; confident in adjusted EBITDA and FCF margins as previously disclosed.