RUM Group, formerly known as Rumble, has been identified in a media report as the customer behind Anthropic’s six-year GPU services agreement valued at up to $13.7 billion. RUM disclosed the contract in an August 2026 securities filing without naming the customer, and neither company has publicly confirmed the reported relationship. The agreement is tied to RUM’s Maysville, Georgia, data center, which remains under construction. RUM shares rose as much as 28% in premarket trading, while Benzinga Pro data showed a 10.88% gain to $7.95. The contract is divided across three tranches, with the third subject to customer approval, and includes a 10-year warrant for approximately 50.8 million Class A RUM shares at $0.01 each. RUM entered AI infrastructure through its June 2026 acquisition of Northern Data, which added about 22,000 Nvidia Hopper GPUs, and operates the business as Quake AI. The company must finance the Maysville buildout, equipment purchases and operations, having said it expected to rely substantially on debt, equity, or both. RUM also plans to increase its Northern Data stake from 85.2% to about 98% through an acquisition from Tether Investments and German-law squeeze-out proceedings. The reported agreement emerged as CoreWeave and Nebius fell amid weaker sentiment toward rented computing providers after Anthropic CEO Dario Amodei and OpenAI CEO Sam Altman called for greater caution in frontier AI development.