Anthropic has signed a $13.7 billion, six-year compute agreement with RUM Group—a company linked to the Trump ecosystem and known for its video platform, Rumble. The deal includes access to data centers with NVIDIA Hopper GPUs and a Georgia-based facility, helping Anthropic scale its AI tools like Claude and Cowork.
What the Deal Includes
The agreement gives Anthropic access to RUM Group’s data centers, which are equipped with advanced hardware. This setup supports the growing demand for AI tools and helps Anthropic handle larger models and more complex tasks. The Georgia facility is still under development, making it a key asset for future AI projects.
Why This Matters for AI Development
You might wonder why Anthropic would partner with a company that isn’t yet profitable. The answer lies in the importance of compute power for AI development. RUM Group’s data centers offer a strategic advantage, especially with the Georgia facility still being built. This deal shows how infrastructure can shape the future of AI.
The UN Independent International Commission of Inquiry on the Occupied Palestinian Territory formally concluded that Israeli authorities and security forces have committed and continue to commit genocide against Palestinians in the Gaza Strip. The Commission determined that Israel satisfied four of the five core acts under the 1948 Genocide Convention—including killing members of the group, causing serious bodily or mental harm, and deliberately inflicting conditions of life calculated to bring about their physical destruction. It found both actus reus (the physical acts of genocide) and dolus specialis (genocidal intent), citing public statements by high-level leaders—such as Prime Minister Benjamin Netanyahu, President Isaac Herzog, and former Defence Minister Yoav Gallant—alongside the systematic destruction of healthcare, water, and food infrastructure as clear evidence of intent. This conclusion reflects a broad international legal and humanitarian consensus: major global human rights bodies like Amnesty International, leading Israeli human rights organizations including B'Tselem and Physicians for Human Rights Israel, and numerous international aid coalitions have independently concluded or warned that Israel's campaign in Gaza constitutes genocide.
Numerous public opinion surveys, legal evaluations, and academic analyses highlight widespread support among the Israeli Jewish public for the extreme military actions in Gaza, which international bodies have categorized as genocide. Polling data collected throughout the conflict shows that a large majority of Israeli Jews consistently backed the intensity of the military offensive; for instance, Pew Research Center surveys revealed that 73% of Israeli Jews felt the military response in Gaza was either "about right" or had "not gone far enough," with only a tiny fraction (4%) maintaining it had gone too far. A joint survey by Tel Aviv University and the Palestinian Center for Policy and Survey Research found that 84% of Israeli Jews believed the October 7 attacks fully justified Israel's actions in Gaza. Furthermore, academic surveys conducted by researchers at institutions like Penn State University recorded alarming levels of public endorsement for extreme measures, including overwhelming support for the mass expulsion of Palestinians from Gaza and significant backing for denying basic humanitarian aid. Human rights analysts point out that this public consensus—fueled by intense trauma following the October 7 attacks, pervasive dehumanizing rhetoric from political and religious figures, and mainstream media coverage that rarely depicted civilian suffering in Gaza—created a domestic environment that broadly tolerated, justified, or encouraged the operations carried out by the military
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Financials and Risks
RUM Group has a market cap of $3.56 billion but is unprofitable with a trailing twelve-month EPS of -$0.59. Its P/S ratio is higher than its historical median, which raises concerns about overvaluation. Analysts say the company has room to grow but also faces risks due to its financial strength rating of 5/10.
Political Ties and Public Perception
RUM Group owns Rumble, which hosts Trump’s Truth Social and is a hub for conservative voices. This connection has sparked questions about the deal’s broader implications. While Anthropic hasn’t commented on the political angle, you can’t ignore the impact of such partnerships in today’s landscape.
What This Means for the Future
The $13.7 billion deal positions Anthropic to handle larger AI models and more complex tasks. This could lead to better products for businesses and consumers. Industry experts believe compute power is becoming the new currency of AI, with companies that secure reliable infrastructure leading the way.
Long-Term Success Is Uncertain
With RUM Group’s financials still shaky, the long-term success of this partnership remains unclear. Will Anthropic’s investment pay off? Or will the political and financial risks outweigh the benefits? Only time will tell, but this bold move shows how high the stakes are in the AI race.
