Boost Run signs $471.7M GPU compute deal with Thinking Machines Lab for 5,000 NVIDIA B300 GPUs

Boost Run Inc.

36-month non-cancelable agreement with Thinking Machines Lab Inc. for high-performance GPU compute services.
Combined total contract value of approximately $471.7 million for the rental of 5,000 NVIDIA B300 GPUs.
Deployment of GPUs and related shared network storage and CPU node services across Boost Run data centers.
Fees are non-refundable and payable for full term regardless of usage; customer may terminate only for uncured material breach.
No material relationship between Boost Run and Thinking Machines Lab prior to this agreement.

Key facts

Extracted from this filing and checked against the source text.

Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

Boost Run Inc. entered into Boost Run Service Agreement with Thinking Machines Lab Inc. valued at approximately $471.7 million (effective 2026-05-21).

Action: entry
Counterparty: Thinking Machines Lab Inc.
Value: approximately $471.7 million
Effective: 2026-05-21

Exact text from the filing

On May 21, 2026, Boost Run Inc. (the “Company”) entered into a Boost Run Service Agreement (the “MSA”) with Thinking Machines Lab Inc. (the “Customer”), pursuant to which the Company agreed to provide high-performance managed GPU compute and cloud infrastructure services to the Customer.

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Source: SEC EDGAR

accession 0001493152-26-025672

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