Wall Street Fastest Traders
The Decoder spots a telling shift: quant shops are no longer just AI customers but infrastructure players in their own right. This is less surprising than it sounds — Jane Street and peers have been quietly hoarding GPUs for years, and trading is a natural fit for low-latency ML.… more
What is genuinely new is the willingness to bankroll chip startups, which hints at frustration with Nvidia's supply and pricing. In our view, the real signal here is that compute is becoming a strategic asset for every cash-rich industry, not just Big Tech. Expect more non-tech balance sheets to join the datacenter race — and fiercer competition for the same wafers everyone else is chasing.
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 article Wall Street's fastest traders are building data centers and backing chip startups to stay ahead in AI appeared first on …
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The Decoder
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