Embattled hedge fund Situational Awareness invests $400M in chip startup Source Foundry

陷入困境的对冲基金 Situational Awareness 向芯片初创公司 Source Foundry 投资 4 亿美元

Situational Awareness may have had to sell off the majority of its public portfolio last month, but the AI-focused hedge fund is still making some big bets. This week, the fund invested $400 million into Source Foundry, a startup founded by Stanford researchers aiming to make chip manufacturing faster and cheaper, according to The Wall Street Journal. That brings its total investment in Source Foundry to $500 million.

尽管 Situational Awareness 上个月不得不抛售其大部分公开市场投资组合，但这家专注于人工智能的对冲基金仍在进行大手笔押注。据《华尔街日报》报道，本周，该基金向 Source Foundry 投资了 4 亿美元。Source Foundry 是一家由斯坦福大学研究人员创立的初创公司，旨在提高芯片制造的速度并降低成本。这使其对 Source Foundry 的总投资额达到了 5 亿美元。

Situational Awareness was founded by Leopold Aschenbrenner, a former OpenAI researcher in his mid-twenties who had no trading experience when he launched the fund in 2024. Early returns were reportedly strong, but the fund faced steep losses in recent months amidst the decline in AI infrastructure stocks.

Situational Awareness 由 Leopold Aschenbrenner 创立。他是一位 20 多岁的前 OpenAI 研究员，在 2024 年创办该基金时并无任何交易经验。据报道，该基金早期的回报率表现强劲，但近几个月来，受人工智能基础设施股票下跌的影响，该基金面临了严重的亏损。

At the end of July, Situational Awareness sold off the majority of its public portfolio to Ken Griffin’s Citadel, although the fund held on to its Anthropic shares. Its assets under management reportedly fell from $20 billion to $10 billion. On the bright side, Aschenbrenner didn’t let those setbacks get in the way of his wedding.

7 月底，Situational Awareness 将其大部分公开市场投资组合出售给了肯·格里芬（Ken Griffin）旗下的 Citadel，不过该基金保留了其持有的 Anthropic 股份。据报道，其管理资产规模从 200 亿美元缩水至 100 亿美元。从好的一面来看，Aschenbrenner 并没有让这些挫折影响到他的婚礼。