Rum Group, the company formerly known as Rumble Inc., has signed a lease agreement worth up to USD 13.7 billion with an unidentified United States-based cloud customer, granting that customer access to GPU infrastructure at a data center campus currently under development in Maysville, Georgia.

Terms of the Agreement

The deal, disclosed through a filing with the Securities and Exchange Commission, covers GPU services and access to GPU hardware at the Maysville site.

The unnamed customer will purchase these services in three separate tranches over the course of a six-year commercial agreement, with the total contract value reaching up to USD 13.7 billion across all tranches and the full duration of the deal.

The third tranche, however, is contingent on the customer's approval of the delivery schedule, introducing a conditional element to the final portion of the arrangement.

Beyond the services themselves, the contract grants the customer the option to purchase up to 50.81 million shares of Rum Group's Class A common stock at a price of USD 0.01 per share.

These warrants will vest gradually and are tied to the scale of the customer's purchases under the agreement.

The Maysville Campus

The data center in Maysville, Georgia, sits at the center of the deal but remains under development. The site was originally pursued by Northern Data, a German technology group that announced plans for the campus in December 2024.

At the time of that announcement, the facility was described as offering 120 megawatts of capacity with the potential to expand to 180 megawatts, with an expected operational date in the first quarter of 2027.

Northern Data's connection to the project became a permanent fixture when Rum Group completed its acquisition of 85 percent of Northern Data's outstanding common shares in June 2026.

That transaction brought the Maysville campus, along with Northern Data's broader European footprint, under Rum Group's control.

Company Background and Recent Deals

Rum Group's history stretches back to its origins as Rumble Inc., a video platform and cloud services provider positioned as a host that would not remove users for political or content-related reasons.

The company's cloud division, originally launched in 2023 under the Rumble brand, now operates under the name Quake AI following the rebranding that accompanied the Northern Data acquisition. The Quake AI platform is notably the infrastructure host for President Donald Trump's Truth Social platform.

The USD 13.7 billion deal is not the company's only significant commercial agreement in recent months.

Earlier in 2026, Rum Group secured a contract with Together AI under which it will provide Nvidia HGX B300 systems as dedicated cloud capacity for the artificial intelligence firm. The company also operates data center sites across the United States beyond the Maysville campus.

Financial Position

Rum Group's most recent quarterly earnings, covering the three months ending June 30, 2026, show the company in a period of rapid revenue growth accompanied by widening losses. Revenue for the quarter reached USD 40.36 million, up from USD 25.08 million during the same period a year earlier.

Total expenses, however, climbed sharply to USD 111.15 million from USD 51.7 million in the prior-year quarter.

The result was a net loss of USD 79.144 million attributable to Rum Group, reflecting the significant capital demands associated with the company's expansion into large-scale AI infrastructure.

The gap between revenue and expenses underscores the scale of investment the company is making as it develops the Maysville campus and pursues additional commercial agreements in the competitive GPU-as-a-service market.

Whether the long-term contracted revenue represented by the USD 13.7 billion lease will be sufficient to offset that trajectory remains a question tied directly to the pace of construction and the delivery schedules that will govern when each tranche activates.

Identity of the Customer

Rum Group has not disclosed the identity of the US-based cloud customer that signed the agreement, and the SEC filing refers to the party only as a "US-based third-party cloud customer."

The size of the deal, the structured tranche approach, and the inclusion of equity warrants tied to purchase volume suggest a strategically significant counterparty, though no further details about the customer's identity have been made public.