Material Agreement (Form 8-K)

Item 1.01 Entry into a Material Definitive Agreement.

On May 21, 2026, Boost Run Inc. (the "Company") entered into a Boost Run Service Agreement (the "MSA") with Thinking Machines Lab Inc. (the "Customer"), pursuant to which the Company agreed to provide high-performance managed GPU compute and cloud infrastructure services to the Customer. Concurrently with the MSA, the Company and the Customer executed two Order Forms (collectively, the "Orders," and together with the MSA, the "Agreements") for the rental of NVIDIA B300 GPU servers.

The MSA serves as the governing agreement required to access the Boost Run platform, where bare metal server provisioning takes place. The MSA establishes the overarching terms and conditions for the customer relationship. Individual server rentals on the Boost Run platform are documented through Orders that are executed by both parties. Orders may have varying term durations, ranging from hours to multiple years, depending on the customer's selected commitment period. A single customer may hold multiple active Orders under a single MSA, each with its own duration. Once an Order is placed on the Boost Run platform, it is non-cancelable for the specified term duration, and any fees associated with that Order are non-refundable.

Pursuant to the Orders, the Company will provide GPU server rental services for an initial term of 36 months, with a combined total contract value of approximately $471.7 million. The Orders provide for the deployment of a total of 5,000 NVIDIA B300 GPUs across the Company's data center facilities, along with related shared network storage and CPU node services.

The MSA commences on May 21, 2026, and continues through the end date specified in the applicable Order. The Customer is obligated to pay all fees for the full duration of the initial term or any extended term, regardless of actual usage, except as expressly set forth in the MSA or the applicable Order. The Customer may terminate the MSA, or an applicable Order, for cause if the Company materially breaches its obligations and fails to cure such breach within thirty (30) days of receiving written notice. Upon any termination, all outstanding fees become immediately due and payable. The MSA also contains customary provisions relating to, among other things, service levels, intellectual property, data protection, confidentiality, limitation of liability, indemnification, and suspension and termination rights.

Neither the Company nor any of its affiliates have any material relationship with the Customer, other than in respect of the Agreements.

The foregoing description of the Agreements does not purport to be complete and is qualified in its entirety by reference to the full text of the MSA, a copy of which is filed as Exhibit 10.1 to this Current Report on Form 8-K and is incorporated herein by reference.