Anthropic signs $13.7B compute deal with Rum Group in landmark AI infrastructure agreement

Anthropic just locked in $13.7 billion worth of GPU services from Rum Group over six years, making it one of the largest compute deals ever signed by an AI company. The contract, centered on a data center currently under construction in Maysville, Georgia, cements Rum Group’s transformation from a video-sharing platform into a serious player in AI infrastructure. The deal was first disclosed in an SEC filing on August 24, 2026, but the mystery customer wasn’t named until mid-September. Once Anthropic was identified as the counterparty, Rum Group’s shares surged 20-28% in premarket trading on September 14. The deal structure Beyond the raw dollar figure, the contract includes a financial sweetener that makes the arrangement more symbiotic than a typical vendor relationship. Anthropic received a 10-year warrant allowing it to purchase up to 50.81 million Class A shares of Rum Group at an exercise price of $0.01 each. The warrants are tied to GPU purchase milestones, meaning Anthropic only earns the right to buy those near-free shares as it actually spends against the contract. For Rum Group, the structure guarantees a degree of commitment from its marquee customer. For Anthropic, it ...