Leopold Aschenbrenner, the previous OpenAI researcher identified for warning that China may steal superior AI fashions, has quickly elevated his bets on Bitcoin miners and AI infrastructure corporations whereas constructing multibillion-dollar positions in semiconductor shares.
In its newest 13F submitting with the U.S. Securities and Change 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 greatest lengthy positions had been tied to corporations that present energy, knowledge middle capability and computing infrastructure to the AI trade. The submitting revealed holdings in Bitcoin miners and associated infrastructure corporations together with IREN, Core Scientific (CORZ), Riot Platforms (RIOT), CleanSpark (CLSK), Bitfarms (BITF), Bitdeer (BTDR), and Hive Digital (HIVE).
These corporations 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 knowledge facilities will increase, vitality contracts and present entry to giant amenities 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 development within the bodily infrastructure that helps synthetic intelligence.
On the identical time, it opened $7.46 billion price of put choices on main semiconductor corporations 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).
