华尔街的最快交易商正在建设数据中心支持芯片创业公司在AI中保持领先
Jane Street和Hudson River Trading等高频交易商现在都在为AI计算能力而相竞。 最大的公司在云层合同、创业公司以及自己的数据中心上花费了数十亿元，部分原因是他们越来越依赖机器学习来预测市场走势。
一名执行官估计，计算支出现在比ChatGPT和发布之前高出10到20倍。 XTX市场正在芬兰建设数据中心，Jane Street在德克萨斯州运行一个，拥有超过4,000个Nvidia GPU. 哈德逊·里弗每年在AI上花费10亿美元，据AI首席伊恩·邓宁(Iain Dunning)称，他与CoreWeave签下多年协议。 简街走的是另一条路它在CoreWeave直接投资了10亿美元，并投入60亿美元用于其计算服务。
Jane Street还领导了芯片启动Etched的融资回合并成为了它的AI芯片的第一个客户，该芯片本应通过以更低的电压跑来提供更多的性能。 据彭博社称，该行业将不断上涨的成本和快龄芯片视为真实风险。 阿姆斯特丹高频交易商Optiver的首席执行官Jan Bomaars等执行官仍然认为无所事事更危险。
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Wall Street's fastest traders are building data centers and backing chip startups to stay ahead in AI
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.
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