RUM Group has signed a major artificial intelligence infrastructure deal worth about $13.7 billion with an unnamed U.S.-based cloud customer, marking a major step in the company’s expansion into AI computing and cloud services.
The agreement will give the customer access to powerful graphics processing units, or GPUs, along with related computing services. These chips are widely used to train and run artificial intelligence models because they can handle large amounts of data and complex calculations at high speed.
The GPU services will come from RUM Group’s facility in Maysville, Georgia, which is currently under development. The agreement is expected to run for six years and will be divided into three large purchase stages.
The total value of the three stages is expected to reach approximately $13.7 billion. However, the third stage depends on the customer approving RUM Group’s proposed delivery schedule. This means part of the final contract value will depend on the company meeting important development and delivery requirements.
RUM Group has not revealed the identity of the U.S. cloud customer involved in the agreement.
The size of the contract highlights growing demand for AI computing capacity in the United States. Companies developing AI models and cloud services increasingly need access to large numbers of high-performance GPUs, creating opportunities for businesses that can build and operate large AI data centers.
RUM Group has been expanding beyond its original online video business. The company was previously known mainly through Rumble, the video platform that also provides hosting infrastructure for Truth Social, the social media platform associated with U.S. President Donald Trump.
Rumble began operating under the wider RUM Group structure after completing its acquisition of German AI cloud company Northern Data. The move brought together Rumble’s existing technology operations with a larger AI and cloud infrastructure business.
The new $13.7 billion agreement could significantly strengthen that strategy by giving RUM Group a large long-term customer for its GPU infrastructure.
As part of the arrangement, RUM Group has also agreed to give the customer the opportunity to purchase up to about 50.8 million Class A shares at an exercise price of one cent per share. The shares will not become available all at once. Instead, they will vest in stages as the customer completes purchases under the commercial agreement and potentially signs additional expansion agreements.
The structure gives the cloud customer a financial interest in RUM Group while also connecting the share benefits to the amount of GPU services purchased.
There are still major challenges ahead for the company. Building large AI infrastructure requires significant spending on GPUs, data center equipment, power systems and other technology. RUM Group has said it does not currently have all the financing needed to complete the project and expects to raise additional money through debt, equity or other financing methods.
That makes execution an important part of the deal. RUM Group will need to develop the Georgia site, secure the necessary computing hardware and meet its delivery commitments for the agreement to reach its full potential.
Investors responded positively to the announcement, with RUM Group shares climbing more than 8% in premarket trading following news of the agreement.
The contract comes as competition in AI infrastructure continues to increase. Demand for computing power has grown rapidly as technology companies, cloud providers and AI developers build larger models and introduce more AI-powered services.
For RUM Group, the agreement represents one of its most significant moves yet toward becoming a major AI infrastructure and cloud computing provider. If the company successfully develops the required capacity and delivers the GPU services as planned, the six-year contract could become an important part of its transformation from a video-focused technology company into a broader AI and cloud infrastructure business.
