AI Industry Development & Policy Dynamics

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AI cloud platform has become a new consensus between NVIDIA and the Wall Street up-and-comers: an in-depth analysis of the investment logic behind CRWV, NBIS, and IREN

In June 2026, the AI computing power investment boom continued to heat up. In the “AI Factory” ecosystem vision proposed by Nvidia CEO Huang Renxun, three companies marked as “priority to track”—CRWV, NBIS, and IREN—happen to have a high overlap with the Q1 holdings of Situational Awareness LP, the Situational Awareness LP run by 25-year-old “Wall Street AI stock god” Leopold Aschenbrenner. This phenomenon is not accidental. Demand for computing power from AI large-model training and inference i
CRWV-2.81%
NBIS1.02%
IREN-3.24%
ETH-0.55%
GateInstantTrends·06-03 13:48
AI cloud platform has become a new consensus between NVIDIA and the Wall Street up-and-comers: an in-depth analysis of the investment logic behind CRWV, NBIS, and IREN