Leopold Aschenbrenner, the former OpenAI researcher turned hedge fund manager who has argued that Artificial General Intelligence (AGI) deserves greater focus than AI chips, has backed up that theory through a major portfolio repositioning.
This followed Aschenbrenner's Q1 13F disclosure with the U.S. Securities and Exchange Commission on 15 May, accepted on May 18, which showed his disclosed equity exposure rising from $5.5 billion to $13.67 billion, centred on energy infrastructure, computing capacity, and crypto-linked data centres. These sectors are increasingly seen as crucial for supporting the infrastructure needed to develop and deploy AGI at scale.
