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Let me tell you the story of someone who went from a simple employee at OpenAI to a billionaire...
Leopold Achenbrunner understood something most of the market didn't notice:
The upcoming artificial intelligence needs more "electricity and computing" than anything else...
Instead of betting on famous AI companies...
He went to the infrastructure that will power all this madness.
His biggest bets were:
• Bloom Energy
A company building power generation systems to serve data centers directly
His stake in it reached $2.21 billion.
• SanDisk
Because the explosion of AI models means a terrifying demand for storage and centralized memory, reaching $1.48 billion.
• Intel Calls
He bet that the computing crisis would bring Intel back to the forefront if demand explodes further.
• Core Scientific
A data center and energy company previously linked to Bitcoin mining… now shifted to AI Infrastructure.
The strangest?
Before all this, he was writing journals inside OpenAI warning about:
• The AI race
• Theft of models from China
• The future shortage of energy and computing
Many saw him as exaggerating…
But the market is now moving in the exact direction he warned about.
And now everyone is waiting for their next 13F filing in 7 days…
To see where he invested billions...