A hedge fund founded by former OpenAI researcher Leopold Aschenbrenner has disclosed sizable investments in Bitcoin miners and AI infrastructure companies, according to a recent filing with the US Securities and Exchange Commission. Situational Awareness LP reported $5.52 billion in US equity positions, a sharp increase from earlier filings.
The portfolio includes stakes in mining and infrastructure firms such as Core Scientific, along with positions in energy and data center operators tied to artificial intelligence workloads. The strategy reflects a view that demand for power, compute capacity and specialized facilities will underpin both AI expansion and evolving Bitcoin mining economics.
Following the latest Bitcoin halving, several miners have diversified into high-performance computing and AI hosting. The fund’s concentrated exposure suggests an institutional thesis centered on infrastructure convergence between digital assets and advanced computing markets.
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