Rumble, the company best known as a YouTube alternative for creators who feel stifled by Big Tech moderation policies, is about to make a very different kind of bet. By mid-June, the company expects to close its acquisition of Northern Data AG, a deal that would transform it from a video platform with a side cloud business into a GPU-heavy infrastructure player gunning for the likes of AWS, Microsoft Azure, and Google Cloud.
The all-stock transaction is valued at approximately $767 million. In return, Rumble gets around 22,400 Nvidia H100/H200 GPUs and substantial data center capacity, the kind of hardware that makes AI workloads actually possible at scale.
What Rumble is actually buying
Rumble CEO Christopher Pavlovski has framed the acquisition as the company’s entry into what he calls the “cloud and agentic AI era.” During Q1 2026 earnings commentary, he indicated that cloud services are projected to become Rumble’s largest revenue generator, overtaking the video platform that put the company on the map.
Tether’s $150 million commitment anchors the strategy
