Sep. 17 at 7:03 PM
$RUM This is the kind of deal that changes the conversation.
Anthropic is reportedly the mystery customer behind RUM Group’s
$13.7 BILLION, six-year GPU-services agreement.
That’s not hype, that’s massive contracted AI compute demand tied to one of the biggest names in generative AI.
🔥 ~
$13.7B GPU services deal
🔥 Six-year agreement
🔥 Compute coming from RUM’s Maysville, GA data center
🔥 Deal structured across 3 major tranches
🔥 Customer received warrants for up to 50.8M RUM shares, creating serious incentive for a long-term relationship
🔥 Additional GPU-service agreements could unlock even more
And people are still saying the AI infrastructure buildout is slowing? 😂
Anthropic needs compute. OpenAI needs compute. Hyperscalers need compute. The entire AI ecosystem is fighting for power, GPUs, storage and data-center capacity.
Follow the contracts. Follow the CAPEX. Follow the demand…
$SPY $NVDA $AMD $DELL 🔥📈