内容来源：https://techcrunch.com/2026/08/09/embattled-hedge-fund-situational-awareness-invests-400m-in-chip-startup-source-foundry/

内容总结：

人工智能对冲基金“情境意识”（Situational Awareness）上月虽被迫清仓大部分公开投资组合，但仍在大手笔押注新兴项目。本周，该基金向斯坦福研究人员创立的初创公司Source Foundry注资4亿美元，后者致力于让芯片制造更快速、更廉价。据《华尔街日报》报道，这笔投资使“情境意识”对Source Foundry的总投资额达到5亿美元。

“情境意识”由前OpenAI研究员利奥波德·阿申布伦纳创立，这位二十多岁的年轻人于2024年创办该基金时并无任何交易经验。据报道，基金初期回报颇为亮眼，但近几个月来，随着人工智能基础设施股票走低，基金遭遇大幅亏损。7月底，“情境意识”将其大部分公开投资组合出售给肯·格里芬旗下的城堡对冲基金，仅保留了对Anthropic的持股。据称，其管理资产规模已从200亿美元缩水至100亿美元。

值得一提的是，尽管遭遇挫折，阿申布伦纳并未耽误自己的婚礼大事。

中文翻译：

上个月，情境感知基金或许不得不抛售其大部分公开投资组合，但这只专注于人工智能的对冲基金仍在进行一些大手笔押注。据《华尔街日报》报道，本周，该基金向Source Foundry投资了4亿美元。Source Foundry是一家由斯坦福大学研究人员创立的初创公司，旨在让芯片制造更快、更便宜。这使得其对Source Foundry的总投资达到5亿美元。

情境感知基金由利奥波德·阿申布伦纳创立，他是一位二十多岁的OpenAI前研究员，2024年创立该基金时毫无交易经验。据报道，该基金早期回报强劲，但近几个月随着人工智能基础设施股票下跌，基金遭遇了大幅亏损。

7月底，情境感知基金将其大部分公开投资组合出售给肯·格里芬的城堡投资公司，不过该基金仍持有其Anthropic的股份。据报道，其管理资产从200亿美元降至100亿美元。

好的一面是，阿申布伦纳没有让这些挫折妨碍他的婚礼。

英文来源：

Situational Awareness may have had to sell off the majority of its public portfolio last month, but the AI-focused hedge fund is still making some big bets.
This week, the fund invested $400 million into Source Foundry, a startup founded by Stanford researchers aiming to make chip manufacturing faster and cheaper, according to The Wall Street Journal. That brings its total investment in Source Foundry to $500 million.
Situational Awareness was founded by Leopold Aschenbrenner, a former OpenAI researcher in his mid-twenties who had no trading experience when he launched the fund in 2024. Early returns were reportedly strong, but the fund faced steep losses in recent months amidst the decline in AI infrastructure stocks.
At the end of July, Situational Awareness sold off the majority of its public portfolio to Ken Griffin’s Citadel, although the fund held on to its Anthropic shares. Its assets under management reportedly fell from $20 billion to $10 billion.
On the bright side, Aschenbrenner didn’t let those setbacks get in the way of his wedding.