Boost Run signs $525.6M cloud deal with Cohere, pushing total contract value past $2.6 billion
The five-year GPU infrastructure agreement with the AI company Cohere marks a significant revenue milestone for the Nvidia Preferred Cloud Partner.
Boost Run, Inc. has locked in a five-year cloud services agreement with AI company Cohere Inc. worth $525.6 million in total contract value, the company announced on October 6, 2026. The deal pushes Boost Run’s cumulative contracted revenue across all agreements past $2.6 billion.
Markets noticed. Shares of Boost Run (Nasdaq: BRUN) rose approximately 10 to 11 percent in pre-market trading following the announcement.
What the deal actually involves
Boost Run will deliver dedicated GPU cloud computing infrastructure to Cohere using NVIDIA GB300 NVL72 systems. Initial infrastructure acceptance is expected to begin in early Q2 2027. The agreement also includes conditional terms tied to delivery timelines, with specific performance metrics required to be met by July 15, 2027.
Boost Run CEO Andrew Karos framed the deal as a demonstration of the company’s ability to translate its financing into contracted, ongoing revenue streams. The company is recognized as an NVIDIA Preferred Cloud Partner, meaning it builds to NVIDIA Reference Architecture standards.
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Why $2.6 billion in TCV is worth paying attention to
The company also has a prior lease agreement with 10X Infrastructure Partners that expanded its available capacity, giving it the physical GPU footprint to honor multi-year deals at this scale.
What to watch from here
The most immediate thing to monitor is whether Boost Run meets the July 15, 2027 delivery milestone embedded in the Cohere agreement.
CEO Karos referenced a diversified GPU fleet and customer base as a strategic priority.