华尔街高频交易商斥巨资建数据中心、投芯片初创以争夺 AI 算力
原标题：Wall Street's fastest traders are building data centers and backing chip startups to stay ahead in AI
AI 摘要
彭博社报道，Jane Street、Hudson River Trading 等高频交易公司正投入数十亿美元建设数据中心、签订云合同并投资芯片初创公司，以获取 AI 算力。Jane Street 在得州运营拥有超 4000 块英伟达 GPU 的数据中心，向 CoreWeave 投资 10 亿美元并承诺 60 亿美元算力服务，还领投芯片初创公司 Etched 并成为其首客户。有高管估计当前算力支出是 ChatGPT 发布前的 10 至 20 倍，行业将成本上升和芯片快速贬值视为风险，但 Optiver CEO 认为不行动更危险。
正文节选
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 time