华尔街高频交易公司竞相投入数十亿美元建设数据中心和押注芯片初创公司
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、XTX Markets 等高频交易公司为用机器学习预测市场动向而竞购 AI 算力，有高管估计计算支出较 ChatGPT 发布前增长十到二十倍。
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