ComputeLabs Research
Quake AI reported approximately 85% quarterly GPU utilization and signed a multi-year Together AI agreement for NVIDIA HGX B300 capacity.
· ComputeLabs Research · from the August 10, 2026 edition
RUM Group reported approximately 85% utilization across Quake AI’s existing graphics-processing-unit estate during the quarter. Quake AI became the company’s cloud and AI-infrastructure business following the June 17 closing of Rumble’s acquisition of approximately 85% of Northern Data’s outstanding shares and the renaming of the parent as RUM Group.
The company signed a multi-year agreement under which Together AI will purchase dedicated GPU-cloud capacity powered by NVIDIA HGX B300 systems. The filing identifies the agreement and hardware platform but does not disclose its contract value, GPU count, deployment sites, pricing, or initial service date.
RUM Group reported second-quarter revenue of $40.4 million, up 58% sequentially and 61% year over year; Northern Data contributed $10.1 million from the acquisition date. The Rumble video business generated $30.3 million of quarterly revenue.
Management also identified approximately 250 megawatts of unmonetized capacity targeted for 2027 and described it as a potential annual run-rate opportunity exceeding $3 billion. That amount is a management estimate tied to assumptions referenced in a company presentation, not contracted revenue; the company also said it and Tether had mutually decided not to enter a previously contemplated agreement for up to $75 million of annual GPU services over two years.
Sources
- Quake AI
- Together AI
- NVIDIA HGX B300

