๐ข ๐๐๐๐ ๐๐: Rumble Signs Multi-Year AI Infrastructure Deal With Together AI - $RUM(RUM.US) $NVIDIA(NVDA.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค Together AI commits to purchasing dedicated ๐๐๐๐๐๐ ๐๐๐โข ๐๐๐๐ cloud capacity from Rumble.โค Agreement includes deployment of ๐ฅ๐ข๐ช๐ฎ๐ข๐-๐๐จ๐จ๐ฅ๐๐ Blackwell-generation GPU systems.โค Deal is ๐ฆ๐ฎ๐ฅ๐ญ๐ข-๐ฒ๐๐๐ซ with potential expansion based on market success.โค Partnership strengthens Rumbleโs position as an independent ๐๐ ๐๐จ๐ฆ๐ฉ๐ฎ๐ญ๐ provider.โค Together AI gains additional ๐๐ฅ๐๐๐ค๐ฐ๐๐ฅ๐ฅ-๐๐ฅ๐๐ฌ๐ฌ capacity for training and inference workloads.โค Rumble reports receiving multiple ๐ง๐จ๐ง-๐๐ข๐ฅ๐ฎ๐ญ๐ข๐ฏ๐ GPU financing offers.โค Companies emphasize ๐จ๐ฉ๐๐ง, neutral AI infrastructure beyond hyperscale providers.๐ฌ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:โThis agreement is a major milestone for Rumble and a strong validation of our strategy to build sovereign, high-performance AI compute as a Service outside the hyperscaler stack,โ said Chris Pavlovski, Chairman and CEO of Rumble.โTogether AI is one of the most respected names in AI, building for the AI-native builders, and we are proud to power a portion of their next-generation Blackwell capacity. This contract gives us long-duration revenue visibility while accelerating the buildout of our cloud at scale.โโAccess to reliable Blackwell-class capacity is critical for the customers we serve, who are training, shaping, and deploying some of the most demanding AI models in the world,โ said Vipul Ved Prakash, Founder and CEO of Together AI.โPartnering with Rumble expands our global GPU footprint and gives our customers more choice in where and how they run their workloads. Weโre excited to work with a partner that shares our belief that the future of AI will be open, transparent, and in the hands of builders.โ
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- H
๐ข ๐๐๐๐ ๐๐: Rumble Signs ๐๐ฎ๐ฅ๐ญ๐ข-๐๐๐๐ซ $๐๐๐๐ GPU Cloud Agreement - $RUM(RUM.US) $NVIDIA(NVDA.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค Rumble enters a ๐ฆ๐ฎ๐ฅ๐ญ๐ข-๐ฒ๐๐๐ซ $๐๐๐๐ cloud services agreement.โค Deal represents the companyโs ๐ฅ๐๐ซ๐ ๐๐ฌ๐ญ customer commitment to date.โค Customer committed to purchase dedicated ๐๐๐ ๐๐ฅ๐จ๐ฎ๐ capacity.โค Infrastructure will be powered by ๐๐๐๐๐๐ ๐๐ฅ๐๐๐ค๐ฐ๐๐ฅ๐ฅ ๐๐๐๐ systems.โค Agreement includes potential for ๐๐๐๐ข๐ญ๐ข๐จ๐ง๐๐ฅ ๐ฏ๐๐ฅ๐ฎ๐ and extended duration.โค Transaction was disclosed in a Form ๐-๐ filing with the SEC.โค Further details expected in an upcoming ๐๐จ๐ฆ๐ฉ๐๐ง๐ฒ ๐ฉ๐ซ๐๐ฌ๐ฌ ๐ซ๐๐ฅ๐๐๐ฌ๐. - H
$RUM(RUM.US) | Rumble CEO: Company to compete with world's largest hyperscalers in AI shift
- T
The market narrative is increasingly shifting toward a coordinated pro-growth, pro-AI policy backdrop, with US-China dรฉtente, clearer crypto regulation, and sustained hyperscaler spending reinforcing confidence across the AI supply chain. However, parabolic price action across semis and adjacent infrastructure also raises near-term positioning risk, especially after rapid multi-name re-ratings. A balanced approach may favour selective exposure to structural beneficiaries โ AI infrastructure, data-centre enablers, and commodity-linked cashflow names โ over indiscriminate momentum chasing. In Singapore, dispersion is widening sharply, suggesting active sector rotation and earnings selectivity may outperform broad indexing in this phase.
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- D
The market has been going up and looks like it keeps doing so. But I am still cautious and prefer not to join the FOMO club. Stay defensive.
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- H
Be careful my friends. The market looks like it is going up but only a few names are propping the market up. Looks like a concerted effort by smart money to keep distributing under the hood. Stay safe!
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- I
With Trump holdings disclosure, there are really some very interesting names that are promising. I think it is a good idea to analyse those names specific!
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- M
I think the momentum in the current market is still very strong, there has not been significant decline in weeks. It is dangerous to bet against momentum, hence no short position for me!
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- L
The Singapore market seems to be weak lately probably due to funds rotating back to risk-off FOMO into the AI rally. Iran noises seems to be dialled back lately to focus on the Trump-Xi buddy buddy session.
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- J
There are still opportunities in SG mid-caps, but don't forget SG blue chips who were beaten down recently due to lower profit in the latest results. Good luck, everyone!!!
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