Leopold Aschenbrenner's Situational Awareness LP liquidated its entire public equities portfolio in a margin-fueled fire sale, offloading all holdings to a single buyer on or around July 30. The AI-fo…
Leopold Aschenbrenner's Situational Awareness LP hedge fund, which grew from $225 million to $20 billion on a pure AGI bet, is seeking fresh capital after the July 2026 semiconductor rout hammered its…
Leopold Aschenbrenner's Situational Awareness is seeking a capital raise after the recent rout in AI stocks, according to a report. The fund, which focuses on AI-related investments, is looking to rai…
Fluidstack, a London-founded AI infrastructure startup, is targeting an $18 billion valuation in a new $1 billion funding round, more than double its $7.5 billion valuation from December 2025, accordi…
Fluidstack raised $830 million in a Series A funding round at a $7.5 billion valuation, led by Situational Awareness, to expand AI infrastructure for Anthropic and other labs. The UK-founded neocloud …
Anonymous blogger Gwern argues in a 13,000-word post that large language models (LLMs) lack truly flexible human-like intelligence because they fail to 'grok' — a process where overtraining past the p…
Leopold Aschenbrenner's Situational Awareness LP hedge fund has reached a $20 billion valuation, driven by returns exceeding 1,000% since its late 2024 launch and a 270% gain year-to-date in 2026. The…
Shares of Lumentum and Coherent fell sharply on June 23-24, 2026, as the AI hardware trade showed signs of exhaustion amid valuation concerns and doubts about AI monetization. The selloff was triggere…
Applied Digital signed two 15-year leases with a US hyperscaler for the Polaris Forge 3 and Delta Forge 2 data center campuses, worth a combined $12.7 billion in base contracted revenue. The company n…
Leopold Aschenbrenner, known for his work on AI situational awareness, has identified a top AI pick-and-shovel stock for 2026. The recommendation highlights a company poised to benefit from the growin…
Short interest across AI-related stocks has risen 24% in the last quarter, with GPU data center and neocloud companies facing the heaviest bearish bets at a median 16.8% of float shorted. The skeptici…
Nebius Group shares surged approximately 10% after a regulatory filing revealed that Situational Awareness LP, an investment firm led by former OpenAI researcher Leopold Aschenbrenner, acquired a 5.5%…
Nebius shares surged 12% in premarket trading Thursday after AI-focused hedge fund Situational Awareness, led by former OpenAI researcher Leopold Aschenbrenner, disclosed a 5.6% stake in the AI cloud …