Market Updates
Over the last week, both the AI infrastructure and Bitcoin mining sectors posted significant loss. Leopold Aschenbrenner鈥檚 investment fund reflected these decline. Here are his top 6 best performers among all holdings:
Major Company Updates
- CoreWeave partners with Conapto to expand AI cloud capacity in Sweden powered by renewable energy (link)
- HIVE signs long-term HPC colocation LOI with investment-grade Swedish client at Boden, retrofit to support up to 10,000 GB300 GPUs (link)
- Supermicro delivers NVIDIA Vera Rubin NVL4 end-to-end DCBBS blueprint with native FP64 performance for converged HPC and AI infrastructure (link)
- Nebius AI Cloud 3.6 strengthens developer experience and governance for production operations (link)
- CoreWeave named official AI cloud partner of BattleBots (link)
As always, feel free to drop us a message for any suggestions, feedback, or just to say hi.
Thanks for being part of our journey - see you next week!
Cindy & the Ziven Team 馃挏