Rumble Shares Jump on Reported $13.7 Billion Anthropic Compute Agreement

By EC Assets · Published 14 September 2026

Rumble stock surged following reports of a significant compute deal with artificial intelligence developer Anthropic. Anthropic reportedly agreed to spend $13.7 billion over six years for Rumble's computing capacity. Rumble gained approximately 22,000 Nvidia GPUs through its acquisition of Northern Data. The company plans to supply Anthropic from a Georgia facility. RUM stock rose nearly 20% overnight. It gained about 22,000 Nvidia GPUs through a Northern Data acquisition. This computing capacity is intended to supply Anthropic. Anthropic is a leading developer of artificial intelligence models. The company creates the Claude family of AI models. It could be weeks away from a stock market debut. AMD announced a partnership with Anthropic and plans to invest up to $5 billion in the AI company. As part of this deal, Anthropic will deploy 2 gigawatts of AMD Instinct MI450 Series GPUs. The U.S. government ordered Anthropic to immediately shut off access to two of its most powerful AI models on Friday. These models were Claude Fable 5 and Claude Mythos 5. The order cited national security concerns. A published report stated that Anthropic was profitable for a second consecutive quarter, though it included a significant caveat. Retail sentiment for SPY and QQQ has dipped into 'extremely bearish' territory. This follows debates over AI 'pacing'. Anthropic CEO Dario Amodei has called for slowing down frontier artificial-intelligence development. Investor response to these calls was negative, but not catastrophic, on Monday. Dow, S&P 500, and Nasdaq futures all fell as Anthropic's AI warning spooked tech traders. Oil prices also jumped. This article is intended for informational purposes only. It does not constitute investment advice.