From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World

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24. WhiteFiber, Inc. (NASDAQ:WYFI)

Situational Awareness LP’s Stake: $20 Million

WhiteFiber, Inc. (NASDAQ:WYFI) is a new addition to the 13F portfolio of Situational Awareness LP. The fund declared a new stake in the company in filings for the first quarter of 2026. This stake consists of close to 991,000 shares. The firm provides artificial intelligence infrastructure solutions. It operates through two segments, cloud services and colocation services. The company designs, develops, and operates data centers. It also offers hosting, colocation, and cloud-based high-performance computing (HPC) graphics processing unit (GPU) services. Latest reports indicate that the firm has entered into a $100 million delayed draw term loan facility with Bit Digital Capital, a wholly owned subsidiary of Bit Digital. The facility may be increased to $150 million upon mutual agreement of the parties.

WhiteFiber, Inc. (NASDAQ:WYFI) has invited bullish bets from money managers like Leopold Aschenbrenner in recent months. Earlier this month, the firm announced that it had signed a five-year agreement to provide AI compute infrastructure for an investment-grade technology customer. The deployment will be based in the Paris region and use advanced NVIDIA GPU systems. The contract carries a total value exceeding $160 million over five years. Total revenue of Q1 2026 for the firm crossed $21.92 million, popping 31% year-over-year from $16.77 million in Q1 2025. The real catalyst was the colocation services division, which skyrocketed by 190.2% year-over-year to reach $4.77 million, up from $1.64 million in the prior-year period.

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