Jun. 17 at 10:20 PM
$RUM GROUP IS NOW A REAL TETHER-BACKED AI INFRASTRUCTURE BEAST
📌 THE SIMPLE THING:
NEW HOLDING COMPANY: RUM GROUP
BACKED BY: TETHER (USDT)
22K+ NVIDIA GPUS (via Northern Data)
3 BIG DEALS IN PLACE:
$100M Tether ad contract
$150M Tether GPU contract
$270M Together AI GPU contract
📌 THE RUN RATE:
~
$500M/year from AI + ads
📌 THE MATH FOR DUMMIES:
If RUM =
$500M run-rate
At 20x (AI infra multiple) =
$10B valuation
At
$10B valuation = around
$40/share
📌 THE TRADE:
Do you think a Tether-backed AI infra company with
$500M run-rate and 22k+ GPUs is worth more than a few billion?
That's the WHOLE trade for
$RUM.
https://www.rum.group/blog/rumble-announces-realignment-into-two-core-business-units-and-renames-newly-acquired-cloud-and-ai-infrastructure-business-quake-ai/
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