$Rumble Inc.(RUM)$ Rumble just closed the Northern Data acquisition, securing over 22,000 NVIDIA GPUs. They also have over 200 MW of unmonetized power and hold an 85% ownership in Northern Data, which just raised its 2026 revenue guidance by 30%. This puts Rumble officially in the AI cloud game.
This is a significant move for a company with a market cap of just $3B. In the AI cloud/GPU infrastructure space, Rumble now looks to be among the cheapest peers based on market cap and valuation multiples.
The main direct or close competitors include: CoreWeave, Applied Digital, and Nebius ($NEBIUS(NBIS)$ ).
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