BRUN is trading 11.3% up today at $36.63 after announcing a multi-year GPU cloud deal with Thinking Machines Lab.

  • The company signed a 3-year, $471.7 million managed GPU compute contract, providing major validation for its AI cloud platform and revenue outlook.
  • The deal serves as the primary catalyst for the stock's sharp move, as broader indices are only modestly higher and crypto markets remain flat.