Rumble just landed the biggest customer deal in its history. The company signed a $270 million multi-year cloud agreement with Together AI for dedicated GPU capacity powered by NVIDIA HGX Blackwell B300 systems.
Rumble’s stock surged 7% in premarket trading following the announcement.
What the deal actually involves
Together AI, a company focused on building and deploying open-source AI models, will get dedicated access to Rumble’s GPU cloud infrastructure. The hardware at the center of the arrangement is NVIDIA’s HGX Blackwell B300 systems, which represent the cutting edge of AI training and inference compute.
The deal’s structure includes provisions for potential increases and extensions based on market performance. That means $270 million could end up being the floor, not the ceiling, if AI compute demand continues its current trajectory.
