AI data center Nebius pops 8.5% as Situational Awareness adds stake

William Foxley

Thu, May 28, 2026 astatine 10:15 AM CDT 1 min read

Nebius (NASDQ: NBIS) disclosed a 5.6% ownership stock from Situational Awareness, a hedge money focused connected AI/HPC, powered land, and vigor firms.

Shares of the company–which focused connected gathering and maintaining infrastructure for AI applications done a vertical ownership statement of land, power, and compute–jumped successful greeting U.S. trading hours connected the news, up 8.58% to $225, per Yahoo Finance.

The firm, classified arsenic a ‘neocloud,’ is up 169% year-to-date. Earlier this month, the institution announced a ample gross bushed for its Q1 2026 numbers.

For its part, Situational Awareness has taken connected a somewhat mythical persona, based mostly astir its laminitis Leopold Aschenbrenner. Formerly a subordinate of OpenAI, Aschenbrenner started the hedge money successful 2024 connected the thesis of exponential maturation successful AI starring to downstream effects for AI companies, peculiarly successful the powered onshore sector.

The hedge money holds names successful the erstwhile Bitcoin mining assemblage including Keel Infra (KEEL), Riot Platforms (RIOT), Bitdeer (BTDR), and IREN (IREN), portion trimming its holdings successful Core Scientific (CORZ) and executing a agelong presumption successful Intel (INTC).