Leads Rumble's pivot from video platform to AI compute provider via Northern Data acquisition, operating 22,000 GPUs and 250MW of power infrastructure.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Rumble's Northern Data acquisition gives it 250MW of unmonetized power and 22,000 GPUs currently earning $6-7M/MW, with a path to $30-50B/GW by deploying newer chips, while its 57M MAU video platform creates a data moat for robotics training.