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Leopold Aschenbrenner, a former OpenAI researcher and one of the youngest billionaires, disclosed a Q2 2026 position in Keel Infrastructure (NASDAQ: KEEL), formerly known as Bitfarms, worth roughly $151 million at the time, on August 14.

Keel's 56% six-month surge reflects its HPC/AI pivot, a 2.2-GW pipeline and progress at key data-center sites as tenant talks advance.

Panther Creek and Sharon permitting continue to proceed on schedule and are unaffected by Executive Order 2026-05 Panther Creek and Sharon permitting continue to proceed on schedule and are unaffected by Executive Order 2026-05

KEEL is pressing 2027 power availability to deepen lease talks at Moses Lake, Sharon and Panther Creek as permits and expansion plans advance.

Keel Infrastructure is rated Avoid/Hold due to a high-risk capital structure and regulatory headwinds threatening long-term viability. KEEL's strategy to withhold 2027 capacity aims to extract premium lease rates but exposes the company to liquidity burn and refinancing risks. Regulatory crackdowns on behind-the-meter load defection, especially FERC/PJM tariffs, could compress margins and disrupt the company's yield-on-cost assumptions.

Its pivot into advanced data center operations is going slowly. It was first announced in 2025.

Keel Infrastructure Corp. (NASDAQ:KEEL) shares are trading lower after the company reported weaker-than-expected second quarter results.