Rumble has completed its acquisition of Northern Data AG, marking a strategic move that enhances its competitive edge against large cloud service providers. This acquisition grants Rumble control over approximately 22,000 advanced NVIDIA GPUs and access to substantial electrical capacity across multiple data centers located in Europe and the United States.
Rumble's CEO emphasized that this move is not merely an experimental initiative but rather a commitment to establishing a long-lasting presence in the AI and computing landscape, promoting a new operational model focused on freedom and independence.
#What Does This Acquisition Entail?
The acquisition yields Rumble an impressive 85.2% stake in Northern Data AG, a German firm known for its AI infrastructure capabilities. Along with the GPU acquisition, Rumble also inherits over 200 megawatts of unutilized power capacity, which could be crucial for scaling operations and enhancing profitability.
This transaction was originally announced in November 2025 and is reportedly valued at approximately $767 million, although estimates have placed the final value at around $970 million depending on stock performance.
#How Is Rumble’s New Infrastructure Performing?
With an 85% utilization rate observed by March 2026, Rumble's new GPU fleet is already positioned for success. Following the acquisition, Northern Data increased its revenue projections for 2026, estimating earnings between 170 million to 190 million euros compared to earlier forecasts of 130 million to 150 million euros.
#What Does the Contract with Together AI Indicate?
In conjunction with this acquisition, Rumble secured a significant multi-year contract worth $270 million with Together AI. This agreement focuses on the provision of dedicated NVIDIA Blackwell B300 GPU cloud capacity, showcasing Rumble's commitment to utilizing the latest technology for robust AI services.
#What Role Does Tether Play in This Deal?
Tether, a stablecoin issuer, has been instrumental in financially supporting both Rumble and Northern Data. The combined entity aims to further develop a self-governed, privacy-focused AI ecosystem.
#What Impact Will This Have on Investors?
Following the announcement of the acquisition, Rumble's stock experienced an approximate 8% rise in after-hours trading. The increased earnings guidance from Northern Data along with the Together AI contract provides investors with encouraging revenue forecasts. Moreover, Rumble benefits from an experienced team in data center management, enhancing operational efficiency and potential for growth.