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BRUNBullishCorporate Developmentsnews

High materiality8/10

Boost Run secures 111 MW capacity expansion with 10X Infrastructure, accelerating growth

Aug 14, 2026, 7:27 AM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Material capacity expansion and improved revenue visibility can support multiple expansion scenarios if contracted revenue ramps materialize; execution and GPU supply risks remain, but the long-term ARR upside is positive.

AI summary

What happened, with direct paths to the underlying reporting

Boost Run announced a long-term lease with 10X Infrastructure Partners to expand GPU capacity from 20 MW to 111 MW across multiple sites by 2027. The initial 20 MW will be delivered in Q4 2026 at an existing site, enabling faster deployment and stronger recurring revenue visibility as AI demand grows. Execution risk remains tied to GPU supply and customer demand.

Boost Run to 111 MW GPU capacity via 10X; 20 MW due Q4 2026.
Expansion at an existing site enables faster GPU deployment.
Plan to scale to 111 MW across two more sites by 2027.
Risks: GPU supply, demand shifts, and NVIDIA reliance.

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