Key Takeaways:
- Rumble signed a $270M multi-year deal with Together AI for Blackwell GPU capacity
- The agreement deploys liquid-cooled NVIDIA HGX B300 systems at scale
- RUM shares rose 7% in premarket on the company's largest customer contract
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Rumble lands $270M Together AI deal for Blackwell GPU cloud capacity
Rumble Inc. secured a $270 million multi-year agreement with Together AI to deploy dedicated NVIDIA Blackwell B300 GPU cloud capacity, marking the video platform's largest customer contract as it pivots into AI infrastructure.
"This agreement is a major milestone for Rumble and a strong validation of our strategy to build sovereign, high-performance AI compute as a Service outside the hyperscaler stack," Chris Pavlovski, Chairman and CEO of Rumble, said.
The deal, signed June 3 and disclosed in an SEC Form 8-K filing, covers liquid-cooled NVIDIA HGX B300 systems deployed at scale. Together AI, the AI Native Cloud platform, gains dedicated Blackwell-class capacity for inference, fine-tuning and training workloads. The contract includes potential for expanded value and extended duration based on commercial success, Rumble said.
The agreement positions Rumble as an independent alternative to hyperscale providers Amazon Web Services, Microsoft Azure and Google Cloud at a time when demand for frontier AI compute outstrips supply. Rumble has received multiple non-dilutive GPU financing offers from unaffiliated third parties to fund the buildout, the company said.
A New Contender in AI Infrastructure
The deal validates Rumble's strategy of repurposing its cloud infrastructure business beyond its namesake video-sharing platform. The company has been investing in GPU compute capacity as a growth driver, targeting enterprise AI customers who need alternatives to the dominant cloud providers. Rumble's emergence as a credible, independent provider of large-scale AI infrastructure outside the traditional hyperscale ecosystem represents a shift in the competitive landscape, where GPU capacity has become a scarce resource.
For Together AI, the partnership diversifies its access to Blackwell-generation GPUs. The company serves AI-native builders running large-scale models, a customer base that has faced capacity constraints as Nvidia's B300 supply remains tight. Vipul Ved Prakash, Founder and CEO of Together AI, said the deal "expands our global GPU footprint and gives our customers more choice in where and how they run their workloads."
Investor Impact
Rumble shares rose 7% in premarket trading following the announcement. The contract provides long-duration revenue visibility for a company that has been working to diversify beyond advertising-dependent video content. Rumble trades as a high-risk growth play; the $270 million commitment represents a meaningful step toward recurring infrastructure revenue. The deal also signals sustained demand for Nvidia's Blackwell architecture, which has seen allocation oversubscribed since its launch. For Nvidia, each new customer win for the B300 reinforces its dominant position in the AI accelerator market, where it commands an estimated 80% share of data center GPU shipments.
This article is for informational purposes only and does not constitute investment advice.
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