Share sales at OpenAI and Anthropic have created substantial wealth for employees and executives, who are now deploying capital into hardware and infrastructure.

Situational Awareness, an AI-focused hedge fund, committed $400 million to Source Foundry, a private chipmaker developing new semiconductor manufacturing methods.

Situational Awareness, an AI-focused hedge fund, committed $400 million to Source Foundry, a private chipmaker developing new semiconductor manufacturing methods.