$BRUN disclosed a major GPU compute deal with Thinking Machines Lab.
Boost Run will provide managed GPU compute and cloud infrastructure under a 36-month agreement with a total contract value of ~$471.7M.
The order covers 5,000 NVIDIA B300 GPUs across Boost Run data center facilities, plus related shared storage and CPU node services.
$BRUN
Boost Run Inc. entered into a material service agreement with Thinking Machines Lab Inc. for high-performance managed GPU compute and cloud infrastructure services. Two related Order Forms cover an initial 36‑month term with a combined total contract value of about $471.7 million.
The Orders call for deployment of 5,000 NVIDIA B300 GPUs across Boost Run’s data centers, along with shared storage and CPU node services. Once an Order is placed it is non‑cancelable for its term and fees are non‑refundable, and the customer must pay all fees for the full term regardless of actual usage, subject to limited exceptions.
Leopoldo puts on semis make sense as semis have been historically cyclical but also we are approaching a very bearish fall esp with a crazy rally past few weeks.
I believe this is the current plan of Trump and Bessent.
Asian vol event triggers pullback, and crashes demand. Oil and other commodities pullback sharply. Bonds rally as global slowdown narrative takes hold, Warsh starts cutting.
S&P will do this if they execute it.