25岁AI股神也亏麻？Situational Awareness寻求新资金注入，创始人呼吁投资者「抓住买入机会」
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Kalshi's crypto business head: The narrative that SBF is a "top-tier VC" is inaccurate; the real mastermind behind it is "AI stock market guru" Leopold.
According to Odaily Odaily, John Wang, head of crypto business at prediction market platform Kalshi, wrote on the X platform that while Sam Bankman-Fried (SBF) is widely considered a "top-tier venture capitalist" who successfully bet on star projects like Anthropic and Cursor, this narrative is inaccurate. The true driving force behind these investments and early-stage resource allocation is actually "AI stock market guru" Leopold Aschenbrenner, not SBF himself. Analysts believe this statement has sparked discussion within the crypto and venture capital communities, once again bringing the question of SBF's influence in early-stage investments in Silicon Valley and the crypto industry to the forefront of public opinion. It is understood that Situational Awareness, the AI fund founded by former OpenAI researcher Leopold Aschenbrenner, has exceeded $20 billion in size, with quantitative giant Jane Street making a rare investment. Situational Awareness has achieved a 270% return this year and a cumulative return of over 1000% since its inception. Its equity bet on Anthropic contributed the most successful returns, accounting for one-fifth of its assets. Outside the public market, Situational Awareness also co-led an investment in AI chipmaker MatX with Jane Street and participated in a new round of financing for AI cloud computing provider Fluidstack.
SHAZ shares rose 14% in after-hours trading after Leopold Aschenbrenner's fund acquired an additional 19.9% stake.
According to Odaily Odaily, based on monitoring by blockchain analyst Ai Yi, on June 29th, SHAZ announced the completion of a $1.6 billion funding round to support its six-year strategic partnership with Nvidia. Eleven hours earlier, a fund managed by Leopold Aschenbrenner announced it had acquired an additional 19.9% stake in SHAZ. The former saw a 1.45% increase, while the latter rose 14% in after-hours trading. The SEC requires funds holding more than 5% of SHAZ's shares to file a public report.
Microsoft is leveraging OpenAI models to expand its business in China; ByteDance's annual spending may exceed $1 billion.
According to a Bloomberg report citing sources familiar with the matter, Microsoft has built a substantial business by selling OpenAI models to Chinese companies despite intensifying competition between the US and China in the field of artificial intelligence. ByteDance has been one of Microsoft's largest AI customers in recent years, primarily using OpenAI models. Sources indicate that ByteDance's annual spending on Microsoft's AI and cloud services is expected to exceed $1 billion.
Leopold Aschbrenner's fund of assets surged to $20 billion, with Anthropic stock comprising 20%.
According to Odaily Odaily, Leopold Aschbrenner's Situational Awareness Fund has achieved a cumulative return of approximately 270% this year, increasing its total assets to $20 billion. The fund currently holds approximately 20% of Anthropic's assets, and its investors include renowned quantitative trading firm Jane Street. (WSJ)
"White-haired stock market guru" Serenity: Semiconductor supply chain bottlenecks are worsening, and packaging and testing manufacturers are raising prices.
According to Odaily Odaily, Serenity, a well-known stock market guru, summarized recent semiconductor industry developments on the X platform, stating that multiple signs indicate a tightening semiconductor supply chain. Citing institutional and industry sources, he pointed out that Morgan Stanley has revised its 2026 shipment forecast for Chinese humanoid robots from 14,000 and 28,000 units at the beginning of the year to 50,000 units; probe cards and test sockets are expected to see price increases due to rising precious metal prices and a shortage of test pin capacity; and Yageo has raised prices for products such as MLCCs, aluminum electrolytic capacitors, tantalum capacitors, polymer aluminum capacitors, film capacitors, and supercapacitors. In addition, Serenity stated that Meta's next-generation Vistara architecture will use DDR4 memory combined with CXL expansion; OpenAI has reportedly made a breakthrough in inference optimization, halving inference costs and reducing GPU requirements; and after Samsung signed long-term supply agreements (LTAs) with major US technology customers, MLCCs have also begun to adopt the long-term agreement supply model. The report also cited Digitimes, stating that OSAT (Outsourced Semiconductor Testing and Assembly) vendors have begun raising prices, and that memory and IC packaging and testing capacity has become a major bottleneck in the semiconductor supply chain.
More than 300 data center bans have emerged across the United States, and the construction of AI computing power facilities such as OpenAI Stargate has faced strong local resistance.
According to Beating's monitoring, since 2023, state and local governments across the United States have passed over 300 restrictions or bans on data center construction, with over 275 of them concentrated in 2026. This wave of resistance is most intense in the Midwestern and Southern United States, where tech giants are building large-scale AI computing facilities. In Michigan, OpenAI and Oracle's project to build the Stargate supercomputer cluster has encountered obstacles. Although Michigan offers tax breaks until 2050 for data centers that invest over $250 million and create over 30 jobs, Saline Township voted to block changes to Stargate's plans. After the Stargate team won their lawsuit, construction began on June 1, 2026. As a ripple effect, over 20 towns within 50 miles of the Stargate project have passed data center bans, and over 50 restricted areas statewide have been established. Polls show that a staggering 70% of American adults oppose building AI data centers in their areas, citing water consumption, rising electricity costs, and landscape damage as primary concerns. The boycott has transcended the political spectrum. Left-wing independent Senator Bernie Sanders and Democratic Representative Alexandria Ocasio-Cortez jointly proposed a federal ban, while the right-wing conservative organization Humans First is organizing protests in multiple states. Most restrictions currently range from one month to one year, but more than a dozen states, including New Jersey, have already enacted permanent bans. At the state level, a one-year ban bill passed by the New York legislature is awaiting Governor Kathy Hochul's signature, while the governor of Maine vetoed a similar bill. Meanwhile, Ohio, Illinois, and Arizona have suspended tax breaks for data center developers until 2026.