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Meta is reportedly exploring a new AI cloud infrastructure business that would let enterprises use its AI models and some unused GPU capacity, a move that could lift hardware utilization and create a new revenue stream from its heavy artificial intelligence spending. The proposal has revived talk of an AI bubble, but key industry barometers Nvidia and TSMC still show no sign of a broad demand slow

Rumble just landed the biggest customer deal in its history. The company signed a $270 million multi-year cloud agreement with Together AI for dedicated GPU capacity powered by NVIDIA HGX Blackwell B300 systems. Rumble’s stock surged 7% in premarket trading following the announcement. Together AI, a company focused on building and deploying open-source AI models, will get dedicated access to Rum

Together AI has signed a multi-year cloud capacity agreement with AI compute provider Rumble Inc. Under the contract, Rumble will provide Together AI with Nvidia HGX B300 systems as dedicated cloud capacity. – Rumble The value of the deal and the number of GPUs have not been provided. According to Rumble, the contract has the potential to be extended and increased in value depending on its suc

Rumble signs $270M cloud agreement for dedicated GPU capacity powered by NVIDIA Blackwell systems The video platform's largest customer commitment to date marks a decisive pivot into AI infrastructure