Rumble Stock Surges 18% Overnight After Completing Northern Data Acquisition, Restructuring Into RUM Group With 22,000 GPUs

Rumble Inc. (RUM) stock surged more than 18% overnight late Wednesday after completing its acquisition of Northern Data AG and restructuring into RUM Group Inc. According to Stocktwits, the new parent company will oversee two operations: the Rumble media platform and Quake AI, a newly branded AI infrastructure division. The restructuring, effective Thursday, positions the company beyond video streaming into cloud computing and AI infrastructure services.

Quake AI integrates approximately 22,000 NVIDIA H100 and H200 GPUs with a data-center network spanning roughly 250 megawatts of current and planned power capacity. Northern Data raised its 2026 revenue forecast to between €170 million and €190 million, up from its earlier outlook of €130 million to €150 million, citing strong demand for AI computing capacity.