Rumble Inc (NASDAQ:RUM) said on June 3, 2026 that it has secured a multi-year cloud services agreement valued at $270 million, a move that pushed the company’s shares up 7% in premarket trading. The contract obligates a third-party customer to acquire dedicated GPU cloud capacity from Rumble, supplied by NVIDIA Blackwell B300 systems, according to a Form 8-K filed with the Securities and Exchange Commission.
The company described the arrangement as its largest single customer commitment to date. The transaction provides committed revenue over multiple years tied to cloud computing capacity, representing a material development for Rumble’s infrastructure business as it diversifies beyond its existing video platform operations.
Per the Form 8-K, the agreement contains explicit provisions that could lead to expanded value and a longer term if market conditions and customer uptake are favorable. That conditional language links potential contract growth to subsequent market success rather than guaranteeing additional revenue or extended tenure.
From an operational perspective, the deal centers on the delivery of dedicated GPU capacity. The documentation specifies NVIDIA Blackwell B300 systems as the hardware foundation for the cloud offering. The commitment from the customer is to purchase this dedicated GPU cloud capacity through the term of the multi-year agreement.
For Rumble, the contract represents both revenue visibility and a strategic step into infrastructure services. The multi-year nature of the commitment creates a baseline of predictable income tied to cloud computing, while the linkage to market success leaves open the prospect of greater scale and duration if adoption grows.
Investors reacted in premarket trading, with Rumble shares rising by 7% following the announcement. The filing with the SEC serves as the formal disclosure of the transaction and the accompanying conditional provisions that could alter the agreement’s value or length in the future.
Clear summary
Rumble announced a $270 million, multi-year agreement on June 3, 2026 to sell dedicated GPU cloud capacity built on NVIDIA Blackwell B300 systems to a third-party customer. The deal, disclosed in a Form 8-K, is the company’s largest customer commitment to date and includes potential for higher value and extended duration depending on market success. Rumble shares rose 7% in premarket trading after the announcement.