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Scan for outdated or missing drivers - takes under a minuteDriver Scan →Repair Windows errors before they cause bigger problemsFix Now →Fix the driver behind crashes, sound loss and screen glitchesFind Drivers →Yes, the contract is signed. Boost Run LLC and Cohere Inc. entered into a Service Agreement on September 30, 2026, under which Boost Run agrees to provide access to dedicated GPU cloud infrastructure and related services. Cohere’s stated commitment across the term is approximately $525.6 million. That figure is conditional on delivery and acceptance, so it is a contracted commitment rather than money already received or booked as revenue.
What Boost Run agreed to provide
The agreement was disclosed in a Form 8-K that Boost Run Inc. filed with the U.S. Securities and Exchange Commission on October 6, 2026, with the full Service Agreement attached as Exhibit 10.1. Boost Run LLC is a wholly owned subsidiary of Boost Run Inc., which is the SEC registrant, so the parent company is the entity that reports the deal publicly while the subsidiary is the contracting party.
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The company’s October 6 announcement describes the capacity as powered by NVIDIA GB300 NVL72 GPUs and says the service also includes network storage and CPU-node services. The filing itself does not list those hardware components in the excerpt cited here, so treat the GPU and storage details as the company’s own description of the offering.
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The $525.6 million figure is the total Cohere has committed to pay over the agreement term, and it is expressly subject to delivery and acceptance requirements. A portion is payable as a prepayment, but the filing does not disclose how large that prepayment is. Readers should therefore not assume a specific cash amount has changed hands.
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The company also states that this deal lifts its total contract value above $2.6 billion. That is a company-defined measure of contracted value. It is not recognized revenue, profit, or cash collected, and the announcement does not claim otherwise.
How acceptance sets the term and billing
Acceptance is the event that starts the clock and the billing, so it is worth separating the mechanics:
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- Term per rack: approximately five years, beginning when Cohere accepts that rack.
- Expected start: initial infrastructure acceptance was expected to begin in the second quarter of 2027. That is an expected timeline stated in the filing, not confirmation that acceptance has happened.
- Prepayments: the filed agreement says prepaid amounts are credited toward fees.
- Monthly fees: not invoiced for a rack until that rack is accepted or deemed accepted.
- After acceptance: Cohere remains obligated to pay fees for that rack’s full term regardless of actual use, subject to the contract’s remedies and credits.
The last point matters for anyone reading “contract” as flexible capacity. Once a rack is accepted, the fee obligation runs for the full term whether or not the capacity is heavily used.
The July 15, 2027 acceptance date
July 15, 2027 is the outside date tied to the specified minimum amount of infrastructure. The agreement gives Cohere exit and refund rights depending on whether that minimum is accepted by then:
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- If the minimum is not accepted by July 15, 2027: Cohere may terminate the order and receive a refund of prepaid amounts.
- If the minimum has been accepted: Cohere may terminate the order for racks that were not accepted by that date and receive the related prepaid amounts.
- Parent guarantee: Boost Run Inc. guarantees these refunds up to the unapplied prepayment that Boost Run LLC has received.
The filing does not state the size of the specified minimum, so readers cannot judge from the public text how much of the commitment depends on meeting it.
Independent reader supportYour contribution helps us test, update, and keep practical guides available for everyone.Company claims compared with established facts
The table separates what the filing sets out as contract terms from what the company announcement adds and what remains unstated.
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| Item | Figure or term | Source | Status |
|---|---|---|---|
| Cohere commitment over term | Approximately $525.6 million | Form 8-K and Exhibit 10.1 | Conditional on delivery and acceptance |
| Term per rack | Approximately five years from acceptance | Form 8-K | Contract term |
| Initial acceptance | Expected to begin Q2 2027 | Form 8-K | Expected date, not confirmed |
| Minimum-acceptance outside date | July 15, 2027 | Form 8-K | Contract date |
| Total contract value | Above $2.6 billion | Company announcement, October 6, 2026 | Company-defined contract value, not revenue |
| Hardware | NVIDIA GB300 NVL72 GPUs, network storage, CPU-node services | Company announcement | Company description |
| Prepayment amount | Not stated | Form 8-K | Not disclosed in the filing |
| Rack or GPU count | Not stated | Form 8-K and company announcement | Not disclosed |
| Data-center locations | Not stated | Data Center Dynamics, October 8, 2026 | Not disclosed |
What is still unknown
- The prepayment amount and the order-specific fee schedule.
- The number of racks or GPUs, and the megawatt capacity.
- The size of the specified minimum that must be accepted by July 15, 2027.
- The sites that will host the capacity. Data Center Dynamics reported that the locations had not been disclosed.
- Parts of the contract. Some text and order schedules are omitted or redacted in the filed exhibit, so the public copy is not the complete commercial record.
The SEC filing also cautions that its forward-looking statements about delivery timing and future payments reflect management’s expectations and are not predictions of actual performance. Readers who need exact wording should consult the filing directly.
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Where to read the primary documents
- Form 8-K, filed October 6, 2026: https://www.sec.gov/Archives/edgar/data/2090646/000149315226045861/form8-k.htm
- Exhibit 10.1, Service Agreement dated September 30, 2026: https://www.sec.gov/Archives/edgar/data/2090646/000149315226045861/ex10-1.htm
- Boost Run company announcement, October 6, 2026 (via StockTitan): https://www.stocktitan.net/news/BRUN/boost-run-announces-five-year-525-6-million-ai-cloud-services-bni8d0fwbgn4.html
- Data Center Dynamics, October 8, 2026: https://www.datacenterdynamics.com/en/news/ai-cloud-company-boost-run-secures-5256m-contract-with-cohere/
Founder and CEO Andrew Karos said in the October 6 announcement: “This agreement marks an important step in efficiently deploying our financing into contracted revenue.”
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