BRUN → $50.00 by Jan 5, 2029.

Boost Run racks NVIDIA hardware for a living. Preferred Cloud Partner, built to reference architecture, not a reseller with a logo on the slide. The new deal is GB300 NVL72 compute plus storage and CPU nodes for Cohere, five years, $525.6 million. That took total contracted value over $2.6 billion. Customers have been signing before the racks are energized. Acceptance on this one starts early 2027. The book is the book. The operating side is already moving. June quarter revenue …