Фото: Yoan Valat / Pool / Reuters
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Leopold Aschenbrenner’s Situational Awareness AI hedge fund now reports roughly $5.5 billion in U.S. equity exposure, spread across nearly 30 holdings, Fortune’s Sharon Goldman notes. Among the new or expanded positions are Bloom Energy, a fuel-cell power company that is now the fund’s single largest holding; CoreWeave, an AI cloud infrastructure provider; and Cipher Mining, a large crypto-mining firm. Aschenbrenner appears to be betting that the most valuable assets in the AI era may not be algorithms, but electricity and computing power.
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