AI datacenter hosting
AI data center hosting covers operators that provide sites, power, and infrastructure for HPC or AI tenants. It overlaps with bitcoin miners because power portfolios and large sites can be repurposed toward compute hosting.
This segment sits inside the physical and semiconductor supply chain that supports AI training and inference. The important question is not only whether AI demand grows, but where scarcity shows up: chips, memory, networking, power, sites, or specialized services.
For 13F analysis, the tag is meant to separate the specific bottleneck a company is exposed to from the broad AI label. That helps distinguish a direct accelerator supplier from a power-equipment company, a data center landlord, or a miner with a power portfolio that could be repurposed for HPC.
- Powered shells and colocation
- HPC hosting contracts
- Power procurement and interconnection queues
- Conversion of crypto-mining sites to AI/HPC
- Contract quality and counterparty risk
- Power cost and uptime
- Capex funding
- How much hosting economics accrue to landlord versus compute provider
Situational Awareness LP
Leopold Aschenbrenner · Q4 2025 filed 2026-02-11
Colocation, hosting, and infrastructure operators pivoting capacity toward AI/HPC tenants.
| Ticker | Name | Value | Instrument |
|---|---|---|---|
| CORZ | CORE SCIENTIFIC INC | $419M | SH |
| IREN | IREN LIMITED | $329M | SH |
| APLD | APPLIED DIGITAL CORP | $278M | SH |
| WYFI | WHITEFIBER INC | $28M | SH |
| Ticker | Action | Value |
|---|---|---|
| APLD | Added | +$129M |
| CORZ | Added | +$125M |
| GLXY | Closed | -$93M |
| IREN | Added | +$56M |
| WYFI | New | +$28M |