RUM announced Mike Masci on March 26, 2026, and he joined as CFO on March 31 after 20 years at INTC.
If you think about the timing, it's interesting.
$Intel(INTC)$ , XAI, $SpaceX(SPCX)$ , and $Tesla Motors(TSLA)$ are all connected to the Terafab AI infrastructure story.
Three months later, RUM closed the Northern Data deal and became RUM Group, with 22,000 GPUs, 250MW of power, and Quake AI.
The thesis is simple: Terafab is the chip fab backend, and $Rumble Inc.(RUM)$ Group is the AI infra frontend.
If that network is real, then the AI re-rate could be much bigger than most people expect.
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