Ex-OpenAI's Leopold Aschenbrenner bets big on crypto miners for his $13.6 billion AI play
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Leopold Aschenbrenner, the former OpenAI researcher who became known for warning that China could steal advanced AI models, sharply increased his bets on bitcoin BTC $76,419.57 miners and AI infrastructure companies while building multibillion-dollar positions against semiconductor stocks.
Key facts
In his latest 13F filing with the U.S. Securities and Exchange Commission, Aschenbrenner expanded disclosed equity exposure from $5.5 billion at the end of 2025 to $13.67 billion by March 31
Leopold Aschenbrenner, the former OpenAI researcher who became known for warning that China could steal advanced AI models, sharply increased his bets on bitcoin BTC $76,419.57 miners and AI
At the same time, he opened $7.46 billion worth of put options against major semiconductor companies and chip-related exchange-traded funds
Aschenbrenner also disclosed large positions in Bloom Energy (BE), SanDisk (SNDK) and cloud provider CoreWeave (CRWV)
Summary
Leopold Aschenbrenner, a former OpenAI researcher known for warning about China and advanced AI models, boosted his disclosed equity exposure from $5.5 billion at the end of 2025 to $13.67 billion as of March 31. His largest long positions focus on bitcoin miners and other firms supplying electricity, data center capacity and compute infrastructure for AI, including IREN, Core Scientific, Riot Platforms, CleanSpark, Bitfarms, Bitdeer, Hive Digital, Bloom Energy, SanDisk and CoreWeave. At the same time, he opened $7.46 billion in put options against major semiconductor companies and chip-focused ETFs, including large bearish bets on the VanEck Semiconductor ETF, Nvidia, Oracle and Broadcom, signaling skepticism about chip stocks even as he backs AI infrastructure growth.