Quake AI targets AI agents as primary users of cloud services

Most cloud providers design dashboards, billing pages and support desks for people. Quake AI expects most of its customers won’t be people at all.

The newly formed cloud provider, spun out of Rumble’s acquisition of German datacenter operator Northern Data, is building its services on the assumption that AI agents will become its main users.

From Northern Data to Quake AI

US-based Rumble Inc acquired Northern Data in June, with the deal completed on June 17, 2026. Rumble picked up about 85.2% of Northern Data AG in the transaction.

After the deal, the parent company rebranded as RUM Group. It now works as a holding company for two businesses: the Rumble video platform and Quake AI, the new name for what used to be Northern Data.

Quake AI enters the market with real hardware already in place. It runs approximately 22,000 NVIDIA H100/H200 GPUs spread across nine data centers in Europe and North America.

The company also has big power plans. It aims to reach around 250 MW of energized and planned power capacity by 2027. More than 200 MW of that was previously unmonetized.

The numbers behind the pivot

Northern Data raised its full-year 2026 revenue outlook to €170-190M, a 30% increase from prior estimates.

GPU utilization stood at approximately 85% as of March 2026. A big contributor was a $270M multi-year contract with Together AI for dedicated GPU capacity.

RUM Group’s stock rose 8-17% following the acquisition announcement. The gains were attributed to the upbeat revenue guidance for Northern Data and the Together AI capacity agreement.

Why build a cloud for agents

The strategy got a public airing in media coverage on October 28, 2026. CFO Mike Massey and acting CEO John Hoffman described a shift away from traditional cloud services toward infrastructure built for agents.

The idea centers on what the company calls an “agentic enterprise.” In that model, AI agents browse the web and complete transactions on behalf of users. Massey indicated the company is adjusting so agents can interact directly with cloud infrastructure, rather than going through human-facing tools.

Where Tether fits in

The crypto angle shows up in Quake AI’s partnership with Tether, the company behind the USDT stablecoin. The partnership is aimed at creating a “trust layer” for coordinating services among autonomous agents.

According to the research findings, the arrangement is intended to enable blockchain support for AI agent coordination.

The details of how the Tether integration will work in practice have not been laid out in the source material. For now, it reads as a stated intent rather than a shipped product.

What this means

For RUM Group shareholders, Quake AI is effectively two bets stacked together. The first is conventional: rent out GPUs and power to AI companies at high utilization. The Together AI contract and the 85% utilization figure suggest that part already has traction.

The things to watch next: whether Quake AI publishes specifics on its agent-facing services, how the Tether trust layer is implemented, and whether Northern Data’s legacy business lands within its €170-190M revenue outlook for 2026. Leadership is also worth monitoring, given that Hoffman currently holds the CEO role on an acting basis.