Iris Energy is mentioned as a company being bought for its physical infrastructure, specifically high-voltage transformers and substations, as part of the AI infrastructure play.
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An ex-OpenAI insider just bet $4B against Nvidia. Leopold Aschenbrenner’s $14B 13F filing reveals a massive...
investwithgigiMay 20, 2026
An ex-OpenAI researcher, Leopold Aschenbrenner, has made a significant $4 billion short bet against Nvidia and the broader semiconductor sector, believing the AI boom is constrained by physical infrastructure like the power grid. He is instead investing in companies like Bloom Energy, Riot Platforms, and Iris Energy that provide essential power infrastructure.
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Riot Platforms is mentioned as a company being bought for its physical infrastructure, specifically high-voltage transformers and substations, as part of the AI infrastructure play.
The creator highlights Bloom Energy as a key investment for physical power infrastructure needed for AI, contrasting with shorting chip stocks.
An ex-OpenAI researcher has placed a $4 billion short bet against Nvidia, citing infrastructure constraints in the AI boom.