Boost Run Revenue Jumps 496%, $2.7B Goes Live In 2027

Boost Run, an Nvidia cloud partner, said third-quarter revenue jumped 496% to $39.9 million and that all $2.7 billion of its signed contracts should be up and running in 2027.

Key Takeaways

Revenue rose to $39.9 million from $6.7 million a year earlier
Total contract value hit $2.7 billion, up $800 million from the prior quarter
Boost Run expects 26% of that contract value to be live by the end of November
It had $157 million in unrestricted cash and expects 15% to 20% net cash flow margins

Boost Run reported the results on Nov. 12. The company is an Nvidia Preferred Cloud Partner and has reached Nvidia Exemplar Cloud status on the Blackwell architecture.

“The third quarter marked another period of strong commercial momentum for Boost Run,” said founder and CEO Andrew Karos. “We expect to have all existing contracts connected to our $2.7 billion in TCV deployed in 2027,” he added.

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Contracts Now, Revenue Later

Total contract value is the full worth of signed customer contracts over their terms, so most of the $2.7 billion has yet to turn into revenue. Boost Run says all of it is either live, being deployed, or fully contracted and scheduled for deployment in 2027.

Boost Run, third quarter 2026	Figure
Revenue	$39.9 million
Revenue a year earlier	$6.7 million
Growth	496%
Total contract value	$2.7 billion, up $800 million
Live by end of November	26% of contract value
Operating cash flow	$65.6 million
Unrestricted cash	$157 million

How It Pays For The Chips

Boost Run has secured about $600 million in non-dilutive project financing this year, funding that does not create new shares, and has another $482 million in customer prepayments due when capacity is deployed.

CFO Erik Guckel pointed to “$157 million in unrestricted cash at quarter-end and continued access to non-dilutive project financing.” The company expects net cash flow margins of 15% to 20% in future periods.