Rumble’s AI Transformation: From Video Platform to Cloud Computing Powerhouse

Joining me now, Chris Pavlovsky, CEO of Rum Group here on the trading floor of the Big Board.

Nice to see you.

Nice to see you.

Thanks for having me today.

All right, this is a really fascinating one.

So for people who think of Rumble as a video platform and are familiar with it in that context, how would you describe the evolution of the business to what you are now?

So it's changed quite a bit.

There's been a big transformation obviously in the last week with our acquisition of Northern Data.

We started in 2013 to try to help the small crater.

In 2020 we exploded with growth.

In 2021, we took in our first investment, went public in 2022.

We're a video platform that was kind of really kind of the tip of the spear of helping the small crater monetize and distribute and express, uh, freedom have freedom of expression.

And uh we launched our Rumble Cloud, our infrastructure as a service business in 2024, 2025, and then took in a huge investment from Tether in 20, uh, early 2025 and now just announced the acquisition of Northern Data, which is one of the largest GPU estates AI compute as a service in Europe.

So it's been quite the transformation and quite the change, but it's been, uh, it's been fun.

So, you know, a lot of people will hear this headline, and there's others.

There's all birds.

It's not a direct comparison, but a lot of companies where maybe people are familiar with the legacy part of the brand in one way and they're saying, you always need to be reinventing.

What is exactly from your perspective going on with the general push in artificial intelligence, electricity, data centers, etc. that is maybe force in the hands of a lot of businesses to sort of reassess and say, hey, there's a new look to our future than we had previously considered.

For sure.

So actually when we went public in 2021, we talked about how we wanted to launch infrastructure of a service.

It was, it was existential to Rumble.

We needed our own servers, our own data centers, our own places in order to transfer data and allow people to express themselves on our platform.

With the turning off by Amazon of Parlor, it was existential.

So for us it's always been part of the plan.

We always wanted to build our infrastructure as a as a service, and we took an investment.

To do just that in 2021, we built and we built and we built, and by 2024 we decided that we can now launch our own cloud services to the public. we were 17% of the US streaming market on election night and we're not 17% every single day.

So with all this excess capacity, there's a lot of room for us to grow and a lot of room to sell that.

So that's what we started to do.

We started, we launched Bumble Cloud, and then now what with Northern Data, all we're doing is adding a.

Jet pack to that cloud business as we go compete with the hyperscalers.

We're all familiar with software as a service as far as you're concerned.

What does AI compute as a service actually mean in practice?

So we have with the acquisition of Northern Data, we have over 22,000 Nvidia H100 and H200 GPUs.

Um, companies come to us to lease those GPUs and we sell them to sell it to them, and they for, for them they're either using.

That to train their LLMs, their models, or whatever they may want to do, um, that's, that's AI compute as a service.

That's what we're offering.

I'm just about out of time.

Where do you see this going next?

The biggest opportunities in the general AI infrastructure chatter.

So with the Northern Data acquisition, we actually acquired a site in Atlanta, Georgia that has 180 megawatts of energized power.

Uh, so for us that's a huge opportunity as you see the rest of the market, you're looking at.

You can monetize that at about 10 million per megawatt, and for us it's a completely unmonetized site.

We're looking to monetize that.

That's gonna be our fir the first thing that we're gonna try to do.

So we're really excited about that, uh, and the future potential for that.

Chris Pavlovski, CEO of Rum Group, very busy time for you guys.

Congratulations on everything.

Thanks for sitting down with me.

Nice to see you.

Yeah, thank you for having me.

Don't go anywhere.

A lot more tickets.