Boost Run (BRUN) Q2 FY26 earnings call

Boost Run, in its first public earnings call, showcased rapid expansion in AI infrastructure, driven by strong bookings and strategic partnerships. Despite a GAAP net loss primarily due to one-time public listing costs, the company emphasized its capital-efficient model and disciplined execution. Management highlighted its unique position in the AI revolution, leveraging NVIDIA's reference architecture and a growing pipeline to meet surging inference demand.