Leopold Aschenbrenner, the previous OpenAI researcher recognized for warning that China may steal superior AI fashions, has quickly elevated his bets on Bitcoin miners and AI infrastructure firms whereas constructing multibillion-dollar positions in semiconductor shares.
In its newest 13F submitting with the U.S. Securities and Trade Fee, Aschenbrenner expanded its disclosed fairness publicity from $5.5 billion on the finish of 2025 to $13.67 billion by March 31.
A few of his largest lengthy positions have been tied to firms that present energy, information middle capability and computing infrastructure to the AI business. The submitting revealed holdings in Bitcoin miners and associated infrastructure firms together with IREN, Core Scientific (CORZ), Riot Platforms (RIOT), CleanSpark (CLSK), Bitfarms (BITF), Bitdeer (BTDR), and Hive Digital (HIVE).
These firms are more and more positioning themselves as suppliers of energy and high-performance computing infrastructure for AI workloads in addition to crypto mining. As demand for AI information facilities will increase, power contracts and current entry to giant services are attracting investor curiosity.
Aschenbrenner additionally disclosed giant positions in Bloom Power (BE), SanDisk (SNDK), and cloud supplier Coreweave (CRWV). Taken collectively, the portfolio suggests he nonetheless expects long-term progress within the bodily infrastructure that helps synthetic intelligence.
On the identical time, it opened $7.46 billion value of put choices on main semiconductor firms and chip-related change traded funds (ETFs). The most important bearish positions included a $2.04 billion placed on the VanEck Semiconductor ETF, a $1.57 billion Nvidia (NVDA) put, and greater than $1 billion of places associated to Oracle (ORCL) and Broadcom (AVGO).
