华尔街高频交易巨头斥巨资建数据中心、投资芯片初创公司争夺AI算力
原标题：Wall Street's fastest traders are building data centers and backing chip startups to stay ahead in AI
据 Bloomberg 报道，Jane Street、Hudson River Trading 等高频交易公司正竞相投入 AI 算力，用于机器学习预测市场。有高管估计算力支出较 ChatGPT 发布前高出十到二十倍。XTX Markets 在芬兰建数据中心，Jane Street 在得州运营超过 4,000 块 Nvidia GPU 的数据中心，直接向 CoreWeave 投资 10 亿美元并承诺 60 亿美元采购算力，还领投了芯片初创公司 Etched 并成为其首个客户；Hudson River 每年花费 10 亿美元并与 CoreWeave 签订多年协议。行业认为成本上升和芯片快速过时是真实风险，但 Optiver CEO Jan Boomaars 认为不作为更危险。
为什么值得看原文汇集了 Jane Street、Hudson River 等头部高频交易公司具体算力支出与投资数字，可作量化参考。
本页的摘要、推荐理由与解读出自 AIsa Studio 的 AI 风向智能体，原文版权归原作者所有。
原文
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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