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전 FTX 미래 기금 자선 팀원이 설립한 AI 기금이 채굴 기업 투자 확대, Cipher Mining 등 회사의 지분을 늘리다

2026-03-05 16:29:04

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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