RUM Group, the company formerly known as Rumble, just locked in a six-year GPU services agreement worth up to $13.7 billion with Anthropic. The contract centers on the Maysville, Georgia data center currently under construction, and it sent RUM shares soaring 20-28% in premarket trading once the customer’s identity leaked. To put the deal size in perspective: RUM reported $40.4 million in revenue for Q2 2026. The contract is roughly 339 times that figure. Inside the deal structure RUM Group initially disclosed the agreement in an SEC filing on August 24, 2026, without naming the customer. The filing described a six-year GPU access and services arrangement structured across three tranches, with the final tranche contingent on customer approval. Then, between September 13 and 14, reports identified Anthropic as the client on the other side of the contract. That’s when the stock went vertical. The deal also includes a sweetener for Anthropic: a 10-year warrant granting the AI company the option to purchase approximately 50.81 million Class A RUM shares at an exercise price of $0.01 per share. The warrant vests based on the volume of GPU purchases tied to the Maysville deal plus any ad...
Rumble secures $13.7B compute contract with Anthropic at Maysville data center
1 month ago
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