Leopold Aschenbrenner, a former researcher at OpenAI, has significantly increased his investment in Bitcoin mining and AI infrastructure firms, raising his disclosed investment size from $5.5 billion to $13.67 billion as of March 31, 2026. His portfolio now includes substantial holdings in mining companies such as IREN, Core Scientific, Riot Platforms, CleanSpark, Bitfarms, Bitdeer, and Hive Digital, reflecting a strategic bet on the growing demand for AI computing power.
In a contrasting move, Aschenbrenner has also established approximately $7.46 billion in short positions against semiconductor companies. This includes large put option positions in the VanEck Semiconductor ETF, NVIDIA, Oracle, and Broadcom, indicating a bearish outlook on these firms despite their current market prominence.
Ex-OpenAI Researcher Aschenbrenner Boosts Bitcoin Mining Investments, Shorts NVIDIA
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