异动解读 | 视频平台Rumble拟收购德国AI公司,盘前股价大涨5.20%

异动解读
Aug 11, 2025

美国视频平台Rumble Inc.(股票代码:RUM)今日盘前大涨5.20%,引发市场广泛关注。这波涨势主要源于公司可能收购德国人工智能云公司Northern Data的消息。

据报道,Rumble正在考虑以约11.7亿美元(10亿欧元)的价格收购Northern Data的全部股权。Rumble表示,如果交易达成,将控制Northern Data旗下GPU云计算业务Taiga和大型数据中心部门Ardent,并计划将两者整合到自身业务中。根据潜在收购条款,Rumble可能为每股Northern Data股份提供2.319股股票,这意味着Northern Data股东将持有Rumble约33.3%的股份。

此次潜在收购对Rumble具有重要战略意义。Northern Data的Taiga云计算部门拥有大量Nvidia GPU芯片库存,包括约20,480个H100和2,000多个H200,这将极大增强Rumble的技术实力。此外,稳定币平台Tether作为Northern Data的大股东已表示支持这项交易,并承诺在交易完成后成为Rumble的重要客户,多年购买GPU。这些因素共同推动了投资者对Rumble未来发展的信心,从而带动其股价大幅上涨。

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