RUM Group reported second-quarter revenue of $40.37 million, up 61% from a year earlier and ahead of the $31.24 million Wall Street consensus estimate, as the company began folding in the Northern Data acquisition. The deal contributed $10.1 million in quarterly revenue. Excluding that contribution, revenue was $30.3 million, up 21% year over year and a record for the Rumble Video business. The company posted a net loss of 28 cents per share, missing expectations for a loss of nine cents per share. CEO Chris Pavlovski described the period as a "transformational quarter," saying the company had established the Quake AI cloud and AI infrastructure business alongside the Rumble video platform. Pavlovski said Quake AI's GPU estate (graphics processing unit capacity) was running at 85% utilization, that it had signed a new multi-year agreement with Together AI, and that its targeted 2027 power capacity of 250 megawatts represented what the company believes is a $3 billion-plus annual run-rate opportunity. RUM Group guided for third-quarter revenue of $87 million to $93 million, above the current Street forecast of $65.2 million, which may not yet reflect the closed Northern Data acquisition. The stock was down 0.8% at $6.16 in after-hours trading Monday, compared with a 52-week range of $4.62 to $10.54.