Situational Awareness LP discloses a near 1M-share position in WhiteFiber, signaling growing investor interest in AI compute infrastructure.
Situational Awareness LP, a hedge fund linked to former OpenAI researcher Leopold Aschenbrenner, disclosed a new stake in WhiteFiber, Inc. (NASDAQ:WYFI) in Q1 2026 filings. The position includes approximately 991,000 shares, reflecting a bet on the firm’s AI infrastructure solutions.
WhiteFiber provides cloud and colocation services, including high-performance GPU computing for AI workloads. The company recently secured a $100 million delayed draw term loan facility, expandable to $150 million, and signed a $160 million five-year contract to supply AI compute infrastructure for a Paris-based technology customer. Q1 2026 revenue reached $21.92 million.
The disclosure follows a broader trend of hedge funds increasing exposure to AI-driven data center and cloud services providers. WhiteFiber’s expansion into Europe and partnerships with investment-grade clients underscore its growth trajectory in the sector.