RUM Group (RUM) Investor presentation summary

Strategic vision and business model

• Focused on enabling agentic enterprises by building foundational infrastructure for AI-driven businesses, leveraging human imagination as a core value.

• Operates as a holding company with three main assets: Quake AI (AI infrastructure), Rumble (video and creator platform), and a strategic partnership with Tether for capital and stablecoin rails.

AI infrastructure and operational execution

• Quake AI combines Rumble Cloud's low-latency edge with Northern Data's GPU compute data centers, forming a unified AI infrastructure network.

• Achieved rapid GPU utilization growth from 62% in Dec. 2025 to 83% in Q2 2026, demonstrating strong operational execution and customer trust.

• 22,000+ H100/H200 GPUs in operation, with over 50 end customers and a contracted backlog exceeding $14B.

Major contracts and monetization milestones

• Secured a $270M multi-year deal for Blackwell-class GPUs in Amsterdam, validating demand for high-density, liquid-cooled AI infrastructure.

• Landmark $13.7B GPU services agreement for the Maysville, GA site, fully contracted over six years with potential for 2.5x expansion.

• Over 70% of 250MW near-term capacity now contracted, with an additional $5.5B annual revenue opportunity from expansion tranches.