
RUM Group, Inc. has pivoted from video streaming to AI cloud services, securing a transformative $13.7 billion GPU services contract. The six-year deal projects to $2.3 billion in annual revenue and validates RUM's purchase of Northern Data, with $3+ billion ARR potential by 2027. The company targets ~$3.5 billion in 2028 revenue from 250 MW of new data center capacity plus an existing business with Q3 '26 revenue guidance of $87–93 million.










