Hedge fund led by ex-OpenAI leaker surges 61% in 2 months with AI infrastructure bets

Leopold Aschenbrenner's hedge fund, Situational Awareness LP, has gained 61% in asset value over two months in 2026, driven by investments in AI infrastructure companies rather than popular tech stocks. The fund's largest holding, Bloom Energy, surged over 239% this year, reflecting its role in AI data center fuel cells. Other major stakes include Coreweave, Intel, Lumentum Holdings, and SanDisk, all benefiting from the AI boom. This strategy highlights a focus on underlying AI technology infrastructure rather than mainstream tech giants, positioning the fund for continued growth amid AI expansion.