Boost Run, Inc. (Nasdaq: BRUN) has finalized a long-term lease agreement with 10X Infrastructure Partners to secure GPU infrastructure capacity across multiple sites. This strategic move aims to address accelerating demand for high-performance compute by providing immediate access to energized capacity, allowing the NVIDIA Preferred Cloud Partner to scale its infrastructure significantly through 2027.
10X Capital Lease and Capacity Scaling
The agreement with 10X Capital’s infrastructure platform establishes a multi-site expansion plan for Boost Run. Initially, the lease covers 20 MW of gross capacity at an existing, fully energized site, with delivery expected in the fourth quarter of 2026. Beyond this initial phase, Boost Run intends to scale its total capacity up to 111 MW across two additional sites through 2027. By utilizing existing, powered locations rather than starting new greenfield builds, the company aims to bring GPUs online faster. This approach provides the organization with increased visibility into recurring revenue as it fulfills the growing enterprise need for specialized AI infrastructure.
NVIDIA Reference Architecture and Deployment
As an NVIDIA Preferred Cloud Partner, Boost Run operates in adherence with NVIDIA Reference Architecture standards. This technical alignment is central to its ability to deploy high-performance compute resources efficiently. The decision to leverage existing, fully energized sites is a tactical move to bypass the lengthy timelines typically associated with new data center construction. For enterprise customers requiring rapid deployment of AI workloads, this capacity expansion offers a structured path toward high-density compute availability. The phased rollout, moving from the initial 20 MW to a potential 111 MW, suggests a controlled, scalable approach to meeting the intensive power and cooling requirements of modern GPU-driven workloads.
Key Takeaways
- Boost Run secured an initial 20 MW lease for delivery in Q4 2026.
- Total planned capacity scales up to 111 MW across three sites by 2027.
- The company operates as an NVIDIA Preferred Cloud Partner using NVIDIA Reference Architecture.
TechInsyte's Take
In our view, Boost Run’s strategy to prioritize existing, energized sites over greenfield builds is a pragmatic response to the critical shortage of power-ready data center space. By securing a clear path to 111 MW through 10X Infrastructure Partners, the company is positioning itself to capture high-performance compute demand without the typical multi-year delays of new construction. This signals a shift toward rapid, modular infrastructure scaling to meet the immediate needs of the AI sector.
Questions & Answers
How does the 10X Capital agreement impact Boost Run's deployment timeline?
The agreement utilizes existing, fully energized sites, allowing Boost Run to bring GPUs online faster than comparable greenfield builds, with the first 20 MW expected in Q4 2026.
What is the total projected capacity expansion through 2027?
Boost Run plans to scale its GPU infrastructure capacity up to a total of 111 MW across three different sites by the end of 2027.
What technical standards does Boost Run follow for its GPU infrastructure?
Boost Run is an NVIDIA Preferred Cloud Partner and operates in strict adherence to NVIDIA Reference Architecture standards to support high-performance compute workloads.
What is the strategic benefit of using existing sites for this expansion?
Using existing sites provides immediate access to powered capacity and offers the company strong visibility into recurring revenue by meeting accelerating customer demand more efficiently.
Source: Businesswire
