Leopold Aschenbrenner’s Situational Awareness AI hedge fund now reports roughly $5.5 billion in U.S. equity exposure, spread across nearly 30 holdings, Fortune’s Sharon Goldman notes. Among the new or expanded positions are Bloom Energy, a fuel-cell power company that is now the fund’s single largest holding; CoreWeave, an AI cloud infrastructure provider; and Cipher Mining, a large crypto-mining firm. Aschenbrenner appears to be betting that the most valuable assets in the AI era may not be algorithms, but electricity and computing power.
With global AI spend projected to hit $650 billion this year, and the debate still raging about whether AI is delivering real returns on investment for enterprises, companies are increasingly interested in corporate AI governance.
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The design of the M4 iPad Air doesn't seem to have changed, as it appears to have the same LCD display Apple used in the last two iterations of the tablet. The company has stuck with the same rear-facing camera and dual-speaker setup as well.