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Rumble lands $13.7 billion GPU infrastructure deal and lifts 2026 forecast
The agreement is roughly 100 times Rumble's trailing 12-month revenue of about $117 million, and the company raised third-quarter 2026 forward revenue guidance to $87 million to $93 million.
Rumble Inc. has secured a $13.7 billion GPU infrastructure agreement, a deal that materially changes the company’s positioning as it pivots from a video-sharing business toward AI compute infrastructure. The transaction is large relative to the company’s size, with the source noting Rumble’s market capitalization is around $5 billion and describing the deal as about 100 times its trailing 12-month revenues of approximately $117 million.
MarketBeat Ratings says the contract anchors a Georgia infrastructure expansion and highlights how the shift could force investors to reassess Rumble’s valuation framework. The outlet characterizes legacy expectations as pricing Rumble like an unprofitable media platform, while the new multi-billion-dollar compute backlog points to top-line acceleration.
On its latest earnings call, Rumble revised its forward revenue guidance for the third quarter of 2026 to a range of $87 million to $93 million, according to MarketBeat Ratings. The source says this target exceeds the prior consensus estimate of about $88.7 million and effectively doubles the second quarter’s actual revenue of approximately $40.37 million.
The source also notes that the deal’s scale has drawn attention to Rumble’s stock dynamics, including questions around its Sell rating and elevated short interest as institutions potentially adjust positions ahead of realizing revenue from the AI compute pivot.