Jane Street、Hudson River 等高频交易公司斥巨资自建算力与投资芯片
Wall Street's fastest traders are building data centers and backing chip startups to stay ahead in AI
Jane Street、Hudson River Trading 等高频交易公司正竞相争夺 AI 算力，大公司投入数十亿美元用于云合同、初创投资和自建数据中心。Jane Street 在得州运营一座拥有超过 4000 块 Nvidia GPU 的数据中心，向 CoreWeave 直接投资 10 亿美元并承诺 60 亿美元算力服务，还领投芯片初创 Etched 并成为其 AI 芯片首个客户；Hudson River 每年在 AI 上花费 10 亿美元，并与 CoreWeave 签署多年协议。一位高管估计，当前算力支出是 ChatGPT 发布前的十到二十倍。
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High-frequency traders like Jane Street and Hudson River Trading are now racing each other for AI computing power. The biggest firms are spending billions on cloud contracts, startups, and their own data centers, Bloomberg reports. Part of the reason is that they increasingly rely on machine learning to predict market moves.
One executive estimates that compute spending is now ten to twenty times higher than it was before ChatGPT launched. XTX Markets is building a data center in Finland, and Jane Street runs one in Texas with more than 4,000 Nvidia GPUs. Hudson River spends $1 billion a year on AI, according to AI chief Iain Dunning, and signed a multiyear deal with CoreWeave. Jane Street went a different route. It invested $1 billion directly in CoreWeave and committed $6 billion to its computing services.
Jane Street also led a funding round for chip startup Etched and became the first customer for its AI chip, which is supposed to deliver more performance by running at a lower voltage. According to Bloomberg, the industry sees rising costs and fast-aging chips as real risks. Executives like Jan Boomaars, CEO of Amsterdam-based high-frequency trader Optiver, still think doing nothing is more dangerous.