Rumble Post-Acquisition: Tether Funding Provides Runway for AI Infrastructure

Rumble gains runway via a $250M Tether investment as it pivots to AI infrastructure with GPUs and a European data-center footprint after Northern Data.

Rich by Coin

2025-12-26

Rumble Inc. faces declining video platform engagement and persistent losses, despite substantial backing and strategic deals with Tether. Post-Northern Data acquisition, RUM pivots toward AI infrastructure.

The move includes gaining 22,400 GPUs and establishing a European data-center presence, but faces dilution. Tether’s $250M investment and $250M in committed spend provide runway, but RUM’s pro forma valuation remains steep at nearly 8x FY26 revenue.

Dilution pressures loom as the company advances its AI infrastructure push, underscoring unease about profitability. The plan aims to convert strategic capital into compute capacity amid a challenging media environment.