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Rumble: Watch For AI Cloud Shift

Source: SeekingAlpha

2025-09-04 12:56:21 ET

After years of aimlessly pursuing the free-speech video platform, Rumble Inc. ( RUM ) has finally made an aggressive move into the more promising cloud services business. The big investment from Tether opened up a new avenue, including crypto, while the video-sharing platform continues to struggle to gain momentum. My investment thesis turns more bullish on closing a deal to acquire Northern Data AG ( NDTAF ) to fully enter AI cloud services with access to nearly 1 GW of power, but the view is neutral for now....

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Rumble: Watch For AI Cloud Shift
Northern Data AG

NASDAQ: NDTAF

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$834,556,804
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