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Three AI Cloud Companies Show Consensus Between Nvidia's Huang and Wall Street's Aschenbrenner, Up 73-216% YTD

2026-06-03 08:53:35

NVDA-0.85%

CRWV-4.57%

NBIS-1.24%

IREN1.99%

According to BlockBeats, on June 3, three artificial intelligence infrastructure companies show overlapping positions between Nvidia CEO Jensen Huang's NVIDIA AI Factory portfolio and the Q1 holdings of Leopold Aschenbrenner's Situational Awareness LP: CRWV, NBIS, and IREN.

Situational Awareness LP increased CRWV holdings worth $556 million in common stock and $141 million in call options; held over $2 billion in NBIS shares; and held $400 million in IREN stock. All three companies have rallied significantly this year, with gains of 74%, 216%, and 73% respectively.

Disclaimer: The information on this page may come from third-party sources and is for reference only. It does not represent the views or opinions of Gate and does not constitute any financial, investment, or legal advice. Virtual asset trading involves high risk. Please do not rely solely on the information on this page when making decisions. For details, see the Disclaimer.

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