Leopold Aschenbrenner, a 24-year-old former OpenAI researcher, launched a hedge fund that has achieved a remarkable 1,000% return since inception by focusing on the AI revolution. His fund, Situational Awareness, has made strategic bets on AI infrastructure companies like Neibus and CoreWeave, which support the growing demand for AI compute power. Leopold's 165-page manifesto predicts artificial general intelligence (AGI) by 2027 and highlights challenges like energy bottlenecks. The fund's moves suggest investors may be underestimating AI's potential as it advances toward AGI and superintelligence, with infrastructure providers poised to benefit next.
Nebius Group N.V. reported exceptional Q1 results with revenues up 684% year-over-year and annual recurring revenue growth of 674%, despite facing compute capacity limits. The company raised its 2026 contracted power guidance to over 4GW and increase...
The Alger 35 ETF (ATFV) actively invests in companies driving the AI infrastructure boom, focusing on semiconductors, data centers, and networking tech. Led by CIO Dan Chung, the fund uses an all-cap, unconstrained approach to identify emerging marke...
Nebius Group N.V. has seen its shares more than double due to explosive 684% revenue growth and expanding profit margins, driven by its key role in AI hyperscaler cloud infrastructure. The company commands a premium valuation as it benefits from robu...
Nebius announced a new six-month Physical AI Living Lab project with Nvidia to support British and European robotics startups. The program offers access to Nvidia’s AI development tools and Nebius’s AI cloud infrastructure, aiming to accelerate robot...
Kao Data has partnered with Nebius to deploy a 22MW AI cloud infrastructure at its Harlow data centre in the UK under a 10-year agreement. This deployment supports the UK government's AI Opportunities Action Plan and positions Kao Data's Harlow campu...
