🚀 Rumble’s $1.17B AI Power Play – The Cloud Takeover That Could Change Everything! 💡
Big move brewing in AI infra: Rumble is eyeing a €1bn / $1.17B all-share bid for Germany’s Northern Data — a deal that would fold Taiga (GPU cloud) and Ardent (data centers) into Rumble and give Rumble access to a massive Nvidia fleet (20k+ H100s, 2k+ H200s).
Terms reported: 2.319 Rumble shares per Northern Data share (implying ~33% pro-forma ND ownership of Rumble) and the offer assumes Northern Data’s Peak Mining unit is sold first so proceeds reduce a Tether loan. Tether — ND’s biggest shareholder — reportedly backs the move and could become a major Rumble customer via GPU purchases.
Why it matters: this would instantly scale Rumble from video/cloud to large-scale AI infra — cheaper access to GPUs + global data centers could turbocharge AI hosting and inference services. But it’s early: ND’s board is reviewing the approach and terms may change; no formal offer finalized yet.
Takeaway: strategic upside for Rumble (AI cloud leap + steady demand from institutional GPU buyers) — balanced by execution risk (asset disposals, shareholder approvals, debt terms). Watch regulatory filings and official offers.