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Former OpenAI researcher Leopold Aschenbrenner is making a bold and unconventional bet — shorting Nvidia and AMD while going long on bitcoin miners. His thirteen point six billion dollar thesis is that companies already owning the land, power infrastructure, and data centers are the real backbone of the AI boom, not the chipmakers getting all the headlines.
That thinking appears to be gaining real traction in the market. HIVE Digital Technologies just dropped fifty-eight million dollars on a Toronto property for an AI data center, following a hundred and fifteen million dollar capital raise to expand globally. Their shares climbed on the news, signaling that investors are starting to see crypto miners as credible AI infrastructure plays.
And on a quieter but genuinely useful note, the engineering team at Archestra published a straightforward account of how they stopped AI bot spam flooding their GitHub repository — simply by using Git's built-in author flag to filter out automated commits. It's a small, elegant solution to a problem that's quietly becoming common as AI-generated code contributions multiply across open source projects.
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