Apr. 28 at 11:45 PM
$RUM /
$RUMBW — interesting pivot story. Rumble is trying to move from a video platform into AI/data center infrastructure via the Northern Data deal. Would bring ~20k+ high-end GPUs and ~250MW of capacity, shifting the narrative toward AI compute.
Tether invested ~
$775M+ into Rumble and is also tied to Northern Data, and is expected to be both a major shareholder & customer (buying GPU compute). That creates a vertically integrated setup (capital + infra + demand).
$CRWV (~250k GPUs) and others like
$NBIS /
$IREN operate at larger or more established levels. Rumble would likely be more of a mid-tier AI infra player.
There’s also a political/media layer — Rumble has ties to the alt-tech ecosystem and has supported platforms like Truth Social, which may influence investor perception.
Overall, this is a very unconventional setup: part AI infra play, part capital structure story. Upside depends on an AI re-rating.
Not financial advice. This is an odd story — what are your thoughts?
