AI Infrastructure Boost
Boost Run Secures 20 MW GPU Lease, Plans 111 MW Expansion by 2027 Amid Revenue Surge
Key Points
Boost Run's shares jumped about 13% in premarket trading to $25.55 on the lease news, with the stock up roughly 75% since its May IPO, highlighting investor enthusiasm for the growth plan.
The expansion plan adds 125 MW of additional power capacity, bringing total accessibility to 253 MW across its data-center partnerships, accelerating its ability to meet a growing AI compute demand.
Boost Run has fully committed a purchase agreement with Dell and is processing strategic hardware procurement across multiple OEMs, signaling a diversified sourcing approach to scale capacity.
The company currently operates six data-center locations with three additional sites planned to come online within the next six months, expanding its geographic footprint and deployment leverage.
Boost Run has achieved NVIDIA Exemplar Cloud status on the NVIDIA Blackwell architecture, underscoring its advanced compliance with NVIDIA reference standards in its GPU infrastructure.
Boost Run signed a long-term lease with 10X Capital's infrastructure arm to expand its GPU computing capacity, starting at 20 MW and scaling to 111 MW by 2027, according to Benzinga. Shares jumped 13% to $25.55 in premarket trading on the news, extending a roughly 75% gain since the company's May IPO, MarketWatch reported.
The announcement came alongside a blowout second quarter. Boost Run posted $31.1 million in revenue — up 270% from the same period last year and about 260% from the prior quarter, according to Watchlist News.
20 MW Lease Gives Boost Run a Fast On-Ramp
Boost Run secured the lease with 10X Infrastructure Partners, a platform backed by 10X Capital. The initial 20 MW block will be delivered in the fourth quarter of 2026, according to Las Vegas Sun. The capacity sits at an already-energized site, which speeds up deployment compared to building from scratch.
The deal is designed to grow. Boost Run plans to scale the arrangement to 111 MW total. CEO Andrew Karos framed the lease as "a clear path to scalable, recurring revenue" as each block of capacity comes online. Demand, he said, is not the bottleneck — every GPU slot sold this quarter was contracted before the power was even switched on.
Total Power Footprint Reaches 253 MW Across Partners
The new lease adds 125 MW of additional power capacity to Boost Run's overall network, according to CityBiz. Combined with existing arrangements, the company can now access up to 253 MW across its data-center partnerships. That scale matters because GPU infrastructure is a volume game — more power means more chips, which means more revenue.
Boost Run currently runs six data-center locations. Three more sites are expected to come online within the next six months, expanding its geographic reach and giving the company more flexibility to serve clients across regions, Las Vegas Sun reported.
NVIDIA Blackwell Status and Dell Deal Signal Serious Hardware Push
Boost Run holds NVIDIA Preferred Cloud Partner status and has now earned NVIDIA Exemplar Cloud status on the Blackwell architecture — NVIDIA's latest GPU platform. That certification means the company meets NVIDIA's strictest reference standards for infrastructure design and operations, according to Watchlist News.
On the hardware side, Boost Run has fully committed to a purchase agreement with Dell. The company is also working with multiple other hardware makers — a strategy designed to avoid relying on a single supplier. Spreading procurement across several OEMs reduces the risk of delays and helps the company keep pace with fast-moving demand, Benzinga noted.
Revenue Nearly Quadrupled as Demand Outpaces Supply
Boost Run's Q2 numbers were hard to ignore. Revenue hit $31.1 million, up 270% year over year, according to Watchlist News. That kind of growth rate puts Boost Run among the fastest-scaling AI infrastructure companies in the public market. The stock's 75% rise since its May IPO reflects investor belief that the growth has room to run.
Karos said the company has a strong pipeline behind what it has already sold. The limiting factor right now is not customers — it is capacity coming online fast enough to meet them. The 10X lease, he argued, directly solves that problem by giving Boost Run a predictable ramp from 20 MW to 111 MW over the next two years, MarketWatch reported.
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