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Home/News Feed/Young billionaire Leopold Aschenbrenner bets big on AI infrastructure and energy in his hedge fund portfolio.

IREN

$59.53

+$0.34 +0.57%

Young billionaire Leopold Aschenbrenner bets big on AI infrastructure and energy in his hedge fund portfolio.

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Market News

18 May 2026

Finbold

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Bullish

Leopold Aschenbrenner, a young billionaire investor and former OpenAI researcher, has updated his Situational Awareness Fund holdings, focusing heavily on AI infrastructure, data centers, and computing power. Key investments include Bloom Energy, Sandisk, and CoreWeave, with additional exposure to Bitcoin mining and energy companies. His strategy emphasizes infrastructure components over popular AI names, reflecting his AI research background. The fund has seen remarkable success, with Bloom Energy shares up nearly 180% in 2026, highlighting the potential of his focused approach.

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