高频交易商竞相建设数据中心并投资芯片初创公司以保持 AI 优势
Wall Street's fastest traders are building data centers and backing chip startups to stay ahead in AI
Jane Street 和 Hudson River Trading 等高频交易商正竞相争夺 AI 计算能力，Bloomberg 报道称，大型公司正在云合同、初创公司和自有数据中心上花费数十亿美元。
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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来源: The Decoder · the-decoder.com