AI brief of an SEC Form 8-K · Boost Run Inc. (BRUN)

Boost Run signs $525.6 million GPU cloud computing deal with Cohere

Neutral Impact 4 of 5 product/contract Written later

On September 30, 2026, subsidiary Boost Run LLC entered a Service Agreement with Cohere Inc to provide dedicated GPU cloud computing infrastructure. Cohere has committed to pay approximately $525.6 million over the term, part of it as a prepayment, subject to delivery and acceptance. Payments depend on infrastructure delivery, and Cohere can terminate and receive refunds of prepaid amounts in certain cases, including if a minimum amount is not accepted by July 15, 2027.

Key points

  • Cohere has committed to pay approximately $525.6 million over the Agreement term, subject to delivery and acceptance requirements.
  • Each rack has a term of approximately five years from Cohere's acceptance; acceptance of the initial infrastructure is expected to begin in the second quarter of 2027.
  • If a specified minimum amount of infrastructure is not accepted by July 15, 2027, Cohere may terminate and receive a refund of all prepaid amounts.
  • Boost Run Inc. has guaranteed refunds of prepaid amounts, up to the prepayment received and not applied against fees.

The filing

CompanyBoost Run Inc. (BRUN)
Form8-K, current report
Filed with the SECOct 6, 2026, 8:00 AM ET
Accession number0001493152-26-045861

Items reported: 1.01 Material Definitive Agreement

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 11:48 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on October 06, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.