知情人士：明星AI投资者在蒙受巨额亏损后正在平仓

Odaily Odaily星球日报讯 According to informed sources, Situational Awareness, a $24 billion hedge fund founded by former OpenAI researcher Leopold Aschenbrenner, is liquidating several trades and scrambling to raise capital after a sharp decline in AI concept stocks and failed bets shorting software stocks.

Sources say Situational Awareness has suffered significant losses in recent weeks. The value of its AI infrastructure investments, such as SK Hynix, has declined, while its short positions against software companies like Adobe have incurred substantial losses. It is currently unclear whether the fund is negotiating asset sales to meet margin calls or has begun a broader liquidation of its entire portfolio.

Sources also indicate that the fund is attempting to raise liquidity by selling equity in private companies, including its stake in Anthropic. The specific size of the proposed stake sale in Anthropic remains unclear, though people familiar with the process say potential buyers have expressed interest in acquiring part or all of the shares. (CNBC)