The video platform's largest customer commitment to date marks a decisive pivot into AI infrastructure, with Together AI locking in multi-year GPU cloud access.
Rumble just landed the biggest customer deal in its history. The company signed a $270 million multi-year cloud agreement with Together AI for dedicated GPU capacity powered by NVIDIA HGX Blackwell B300 systems.
Rumble’s stock surged 7% in premarket trading following the announcement.
What the deal actually involves #
Together AI, a company focused on building and deploying open-source AI models, will get dedicated access to Rumble’s GPU cloud infrastructure. The hardware at the center of the arrangement is NVIDIA’s HGX Blackwell B300 systems, which represent the cutting edge of AI training and inference compute.
The deal’s structure includes provisions for potential increases and extensions based on market performance. That means $270 million could end up being the floor, not the ceiling, if AI compute demand continues its current trajectory.
The bigger picture: Northern Data and Tether #
The company’s pending acquisition of Northern Data AG, expected to close by mid-June 2026, would add approximately 22,400 NVIDIA GPUs to Rumble’s asset base. The price tag for that deal sits at roughly $767 million, paid in stock. If that acquisition finalizes as planned, Rumble’s post-acquisition baseline revenue target lands at approximately $425 million.
The financial architecture behind Rumble’s transformation involves Tether, the issuer of the USDT stablecoin. Tether has financial ties to both Rumble and Northern Data, which places this story squarely at the intersection of crypto financing and traditional cloud infrastructure.
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