Descriptions:
Rumble’s parent company has rebranded as Rum Group and reported a record Q2 2026 with revenue of $40.4 million, up 61% year-over-year. CEO and founder Chris Pavlovski joins Bloomberg Tech to walk through the company’s pivot toward AI infrastructure following its mid-June acquisition of Northern Data, which has been rebranded as Quake AI — an AI compute-as-a-service division.
Pavlovski details a compute estate of roughly 22,000 NVIDIA H100 and H200 GPUs currently monetizing at $6–7 million per megawatt, with utilization already at roughly 85% just six weeks after closing. The bigger story is 250 megawatts of unmonetized power capacity — primarily 150 megawatts in Georgia — which Pavlovski frames as a $3 billion annual revenue opportunity once brought online with Hopper and Blackwell-generation chips. The company issued formal guidance for the first time, projecting Q3 revenue of $87–93 million.
Beyond raw compute, Pavlovski argues Rum Group holds a structural moat that pure AI infrastructure plays lack: 57 million monthly active users generating video data on the Rumble platform. He contends this video dataset will become valuable training material for the next wave of robotics models, giving Rum Group a dual-sided position in both AI compute supply and AI training data.
📺 Source: Bloomberg Tech · Published August 11, 2026
🏷️ Format: Interview
