Rumble to Acquire Northern Data as Tether Commits $150 Million in AI GPU Deal

In a move that could reshape the intersection of social media, artificial intelligence, and blockchain technology, Rumble Inc. announced that it has agreed to acquire Northern Data AG, a German-based AI and high-performance computing firm. 

The deal, structured as an all-share transaction, also includes a significant partnership with stablecoin issuer Tether, which has committed to purchasing up to $150 million in GPU services from the merged company.

The announcement sent Rumble’s shares soaring over 14% in pre-market trading, reflecting investor enthusiasm over the company’s accelerated push into artificial intelligence and decentralized infrastructure. 

RUM price (Source: Google Finance)

Northern Data’s stock also surged more than 42% during Monday’s trading session, giving the Frankfurt-listed firm a market capitalization of roughly $1.3 billion.

Expanding Beyond Video: AI and Cloud Ambitions

Rumble, headquartered in Longboat Key, Florida, is primarily known for its video-sharing platform that promotes free expression and positions itself as an alternative to YouTube. But with this acquisition, the company is charting a broader course—one that places artificial intelligence and cloud computing at the center of its next growth phase.

Under the terms of the deal, Northern Data investors will receive 2.0281 new RUM shares for each NB2 share they hold. Once finalized, Northern Data shareholders will own about 30% of the combined company, effectively giving the AI infrastructure firm a significant stake in Rumble’s future direction. The transaction is expected to close in the second quarter of next year.

Also read: Tether Hits 500M Users Amid Surge in Stablecoin Adoption

This acquisition will add approximately 22,400 Nvidia GPUs to Rumble’s existing infrastructure, expanding its cloud computing capacity to nearly 180 megawatts. That scale-up marks a pivotal transformation for Rumble—from a content distribution network into a technology powerhouse capable of supporting large-scale machine learning, rendering, and decentralized compute services.

The additional GPU power and energy capacity not only enable the company to enter the AI infrastructure race dominated by tech giants but also reinforce its vision of becoming a “freedom-first” technology company that controls its own compute stack rather than relying on major cloud providers.

Tether’s $150 Million GPU Deal: A Bridge Between Stablecoins and AI

Alongside the acquisition, Rumble announced a major commercial agreement with Tether, the world’s largest stablecoin issuer and a long-standing supporter of decentralized systems. As part of the deal, Tether has committed to purchasing up to $150 million worth of GPU services from the combined Rumble-Northern Data entity once the merger is complete.

That move gives Tether direct access to high-performance computing resources for building out its decentralized AI infrastructure. By tapping into Rumble’s expanded network of Nvidia GPUs, Tether aims to reduce its reliance on traditional cloud providers like Amazon Web Services and Microsoft Azure.

The partnership also strengthens Tether’s ongoing strategy to diversify its portfolio beyond stablecoin issuance. Over the past year, Tether has gradually expanded its footprint into AI, energy, and data management—areas that align with the computational capabilities that Rumble’s expanded infrastructure can now offer. 

$100 Million Push for Rumble Wallet Adoption

Tether’s involvement doesn’t end with GPU services. The company also revealed plans to spend $100 million over two years on a global advertising campaign to promote Rumble Wallet, the company’s crypto-enabled payment platform.

That campaign will integrate Rumble Wallet with several of Tether’s key assets, including USDT (Tether’s dollar-backed stablecoin), XAUT (Tether Gold), and Bitcoin (BTC). The goal is to build a unified ecosystem that links content monetization, crypto payments, and AI infrastructure.

According to the content platform, the marketing initiative will focus on expanding monetization options for creators who value free speech and independence from mainstream tech platforms. 

By embedding Rumble Wallet into its ecosystem, the company aims to offer creators a decentralized alternative for revenue generation, tipping, and fan engagement—an area where traditional platforms like YouTube have faced increasing criticism for restrictive policies and opaque payment models.

The campaign is also expected to accelerate Rumble’s broader advertising business and ecosystem growth, creating a self-sustaining economic loop between content creation, AI-driven services, and cryptocurrency integration.

Strengthening Ties Between Crypto and Compute Infrastructure

This tri-party alignment—Rumble’s platform, Northern Data’s compute power, and Tether’s financial ecosystem—highlights an emerging convergence between digital media, decentralized finance, and artificial intelligence.

Tether’s $150 million GPU commitment effectively guarantees baseline demand for Rumble’s expanded infrastructure post-acquisition. In turn, the video platform’s enhanced AI and data center capacity provides Tether with the computational backbone needed to build and train decentralized AI models independently of traditional big-tech infrastructure.

Northern Data’s expertise in high-performance computing and GPU management, combined with Rumble’s established digital ecosystem, creates a foundation for future AI and blockchain-based products. This could include decentralized cloud services, AI-powered content moderation tools, and on-chain compute marketplaces—all of which rely on massive GPU clusters like those Northern Data operates.

For Tether, this partnership represents more than just an investment—it’s an operational alliance that enables the stablecoin giant to further integrate AI into its ecosystem while supporting a like-minded, independent tech company.