We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Keel Infrastructure Corp. (NASDAQ:KEEL) ranks 20th on this list.
Keel Infrastructure Corp. (NASDAQ:KEEL) first appeared in the 13F portfolio of Situational Awareness LP. in the fourth quarter of 2025. Back then, this position comprised close to 7 million shares. Filings for the first quarter of 2026 show that the fund owns close to 20 million shares in the firm, up around 188% compared to filings for the previous quarter. The firm operates digital and energy infrastructure with focus on high-performance computing (HPC) and artificial intelligence workloads in North America, Canada, and the United States. It primarily owns and operates data centers housing computers to validate transactions on the bitcoin blockchain, as well as sells computational power used for hashing calculations for cryptocurrency mining.
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Leopold Aschenbrenner is bullish on Keel Infrastructure Corp. (NASDAQ:KEEL). In the current AI land grab, the rarest commodity is not the GPU. It is a secured connection to the power grid. A new grid interconnection request can take five to seven years to clear utility queues. Keel bypasses this queue entirely. The firm owns a development pipeline controlling 2.2 GW of power capacity with established grid interconnections already locked in across prime, low-latency, and energy-dense regions including Pennsylvania, Washington, and Québec. At 2.2 GW of capacity, bulls point out that the market is valuing this infrastructure at less than a fraction of what a ground-up data center build costs to clear utility hurdles.
While we acknowledge the potential of KEEL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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