Rumble completes $767M Northern Data acquisition, rebrands to RUM Group and launches Quake AI

Rumble Finalizes Northern Data Acquisition Worth $767 Million

Rumble has completed its all-stock acquisition of Northern Data AG, the AI infrastructure and data center operator, in a deal valued at approximately $767 million 1

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. The transaction gives Rumble ownership of roughly 85.2% of Northern Data's outstanding shares, marking a defining step in the company's evolution beyond its video-sharing platform roots 2

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. This Northern Data acquisition expands Rumble's footprint in cloud computing and positions it to compete with established players in AI services.

Rumble Rebrands to RUM Group with Dual Business Structure

Effective June 18, 2026, Rumble will introduce a new legal name and corporate structure as RUM Group Inc. 2

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. The holding company will oversee two distinct business units: Rumble, which remains the consumer-facing brand for video and media services, and Quake AI, a newly formed division that combines assets from Rumble Cloud and Northern Data 1

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. This brand consolidation reflects the company's strategic shift toward becoming a comprehensive AI infrastructure platform while maintaining its digital media presence, including hosting Truth Social under a cloud services relationship 1

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Quake AI Emerges with Massive GPU and Power Resources

Quake AI combines Rumble Cloud's computing and storage infrastructure with Northern Data's network of approximately 22,000 NVIDIA GPUs, including NVIDIA H100 and H200 models, distributed across nine data centers 1

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. The high-performance computing infrastructure now includes roughly 250 megawatts of current energized and planned power capacity across ten data centers, four of which are owned 2

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. Chris Pavlovski, founder and CEO, emphasized the significance: "We now have over 200 MW of unmonetized energy capacity and substantial contracted revenue across Rumble" 1

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. Most of this power capacity is expected to come online by 2027, providing substantial room for growth 2

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Revenue Outlook and Strategic Partnerships Signal Growth

Northern Data raised its full-year 2026 revenue outlook to €170 million to €190 million, up from a prior range of €130 million to €150 million, with GPU utilization reaching approximately 85% in March 2026 2

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. Rumble, which reported $102 million in revenue over the last twelve months, is projected to see 138% revenue growth in fiscal 2026, with analysts forecasting profitability this year 2

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. The company previously secured a multi-year agreement with Together AI valued at $270 million for dedicated GPU cloud capacity powered by NVIDIA Blackwell B300 systems 2

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. Quake AI also benefits from a strategic partnership with Tether for blockchain-based transactions, adding another dimension to its technology stack 1

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. Pavlovski has stated plans for Rumble to compete with major cloud providers in AI services, focusing on freedom and privacy as differentiators 2

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. The market responded positively, with Rumble stock surging 17% in extended trading following the announcement 1

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