前OpenAI的Leopold Aschenbrenner在其$136亿的人工智能布局中 ...
Aschenbrenner正在做空英伟达和AMD,转而投资那些拥有电力和数据中心的比特币矿工,这些资源将推动下一阶段的人工智能热潮。
news.futunn.comHere’s what I can share right now about Leopold Aschenbrenner, based on recent reporting.
If you’d like, I can pull more specifics on the latest 13F filings, recent trades, or a side-by-side view of his top positions as reported in the most recent quarter. I can also summarize the investment thesis that underpins these infrastructure bets with a brief, neutral-risk assessment.
Aschenbrenner正在做空英伟达和AMD,转而投资那些拥有电力和数据中心的比特币矿工,这些资源将推动下一阶段的人工智能热潮。
news.futunn.comThe largest data center news publication, tracking colocation, hyperscale & cloud, generative AI, Edge computing, semiconductors, power & cooling, HPC, and more
www.datacenterdynamics.comBy Shakeel Hashim / Transformer. View the full context on Techmeme.
www.techmeme.comAschenbrenneris shorting Nvidia and AMD in favor of bitcoin miners that own the electricity and data centers needed to fuel the next phase of the AI boom.
news.futunn.comAschenbrenner正在做空英偉達和AMD,轉而投資那些擁有電力和數據中心的比特幣礦工,這些資源將推動下一階段的人工智能熱潮。
news.futunn.comThe largest data center news publication, tracking colocation, hyperscale & cloud, generative AI, Edge computing, semiconductors, power & cooling, HPC, and more
www.datacenterdynamics.com👌Leopold Aschenbrenner, a former OpenAI researcher, turned $225 million into $5.5 billion in a year, is officially shorting AI chips. In Q1 2026, he opened PUT positions totaling $7.46 billion again
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