Leopold Aschenbrenner’s fund discloses a new 796,000-share position in SharonAI Holdings, citing major contract wins for 2026.
Situational Awareness LP, led by Leopold Aschenbrenner, disclosed a new stake in SharonAI Holdings Inc. (NASDAQ:SHAZ) valued at $13.7 billion for Q1 2026. The position includes nearly 796,000 shares, reflecting confidence in the company’s AI infrastructure and cloud GPU platforms.
SharonAI secured a $1.25 billion five-year contract with India-based ESDS, set to begin revenue recognition in September 2026. The company also executed a $950 million take-or-pay deal post-quarter, reinforcing its backlog conversion cycle for the second half of 2026. Management highlighted enterprise contract wins during the Q1 earnings call.
The firm specializes in accelerated compute platforms, serving AI labs, hyperscale customers, and regulated industries through a hybrid data center model.