# Trading firms pour billions into neocloud infrastructure

> Jane Street and rivals are betting big on GPU power to fuel their AI-driven trading strategies.
- Title: Trading firms pour billions into neocloud infrastructure
- Summary: Jane Street and rivals are betting big on GPU power to fuel their AI-driven trading strategies. High-frequency trading firms are driving real demand for…
- Keywords: jane street, crusoe, coreweave, neoclouds, high-frequency trading, hudson river trading, gpu infrastructure, ai workloads, quantitative trading, fluidstack, firmus, wall street
- Source: Futuriom — https://futuriom.com/articles/news/why-jane-street-and-rivals-are-funding-neoclouds/2026/09
- Read time: 2 min
- Topics: jane street, crusoe, coreweave, neoclouds, high-frequency trading, hudson river trading, gpu infrastructure, ai workloads, quantitative trading, fluidstack, firmus, wall street
## Trading firms fuel neocloud boom
Large U.S. trading firms are backing neoclouds with real money to secure GPU infrastructure for their complex AI workloads that power Wall Street profits.
## Jane Street's $13 billion Crusoe deal
Jane Street signed a $13 billion, five-year contract with Crusoe, valuing the neocloud at about $30 billion.
## CoreWeave gets $7 billion commitment
Jane Street committed $1 billion to CoreWeave in April 2026, with a pledge to spend about $6 billion on its infrastructure.
## Fluidstack and Firmus investments
Jane Street led a $1.5 billion round for Fluidstack, valuing it over $18 billion, and joined a $2 billion round for Australian neocloud Firmus.
## Other trading firms join in
Hudson River Trading, Susquehanna International Group, and IMC Trading are among other high-frequency firms investing in neoclouds like CoreWeave and IREN.
## Real demand vs speculation
Trading firm investments are tangible demand for datacenter expansion, unlike speculative bets such as Anthropic's $35 billion deal with Lambda.
## Research labs with trading desks
Jane Street operates like a research lab, with teams inventing their own AI architectures and optimizations specifically designed for trading.

> Think of Jane Street as a research lab with a trading desk attached to it
## Sub-millisecond accuracy required
Jane Street and HRT use AI for arbitrage through Exchange Traded Funds, a process requiring extreme sub-millisecond accuracy.
## Custom hardware for live execution
Jane Street designs its own hardware workflows using Hardcaml to make FPGA and ASIC-based hardware more functional for live trading execution.
## Jane Street's own GPU datacenter
Beyond neoclouds, Jane Street built a 4,032-GPU datacenter in Texas to support its AI efforts alongside hyperscaler services.
## Revenue justifies the spending
Jane Street scored $16.1 billion in trading revenue for Q1 2026, up over 40% year-on-year, justifying massive AI infrastructure investments.
## Key takeaway

High-frequency trading firms are driving real demand for neocloud infrastructure with multi-billion dollar commitments to power their AI trading models.