May. 25 at 12:23 AM
$BRUN
One risk with early-stage growth companies is that revenue is hypothetical - - future contracts, anticipated demand, management’s best guess dressed up in a slide deck.
Boost Run’s revenue isn’t hypothetical.
The
$940 million in contracted customer revenue is largely already in production: customers signed, hardware deployed, cash flowing.
A two-year
$127 million agreement with Fluidstack.
A
$1.44 billion commitment with Dell.
$DELL
Management expects to exit 2026 at a
$375 million annualized quarterly run rate, with the SPAC transaction adding more than
$120 million earmarked for
$400 million in hardware deployment across Charlotte, Raleigh, Dallas, Seattle, and Eagan.
Deploy the capital, install the GPUs, collect the revenue.
$NVDA
Deal with
$CDW
Then watch the gap close.
$NBIS Nebius went from
$170–190 million annualized to
$1 billion in twelve months.
The stock went from
$31 to nearly
$200.
Boost Run is starting on a similar path.
