ChainCatcher 消息，据财富杂志报道，前 OpenAI 研究员及前 FTX 未来基金慈善团队成员 Leopold Aschenbrenner 创立的对冲基金 Situational Awareness 正在建仓数据基础设施和加密货币挖矿公司。该基金此前专注于通用人工智能（AGI），随着越来越多的加密矿企被改造用于人工智能工作负载，该基金加大了在这个领域的投资。
其新增或增持的仓位包括：燃料电池发电公司 Bloom Energy（目前是该基金最大的单一持仓）、人工智能云基础设施提供商 CoreWeave，以及另一家大型加密货币挖矿公司 Cipher Mining。
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