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.
Ozzy the bull also dressed the part as Peaky Blinders fans took over the city
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