Anthropic Signs $13.7 Billion AI Compute Deal with Trump-Linked Rum Group

Dynamic AI News: According to The Information, citing sources familiar with the matter, Anthropic has signed a six-year, $13.7 billion computing power contract with Rum Group, leasing space in a data center currently under construction in Georgia. Rum Group is the former parent company of Rumble, whose video platform has long been popular among U.S. conservatives, and whose Rumble Cloud also hosts Truth Social. Rumble’s early investors include Peter Thiel and Narya Capital, co-founded by J.D. Vance. The deal includes a rare equity provision: Rum Group has granted Anthropic up to approximately 50.8 million warrants at an exercise price of just $0.01 per share, with vesting tied to Anthropic’s actual consumption of computing power. Rum Group’s recent 8-K filing with the SEC confirmed the $13.7 billion contract and the warrants, though the client’s identity was not disclosed at the time. Originally focused on the Rumble video platform, Rum Group significantly shifted into AI infrastructure this year following its acquisition of the German cloud company Northern Data. It currently owns approximately 22,000 H100/H200 GPUs. If finalized, this Anthropic contract would become its largest order since transitioning into AI cloud services.