Smart Money Flow Type: Where did the money go? The king of Wall Street quant investing has invested 7 billion USD, fully entering AI computing power. Is this a sign of abandoning $BTC and $ETH?

Market observers point out that an arms race over artificial intelligence computing power is rapidly heating up. Wall Street’s leading quantitative trading firm, Jane Street, recently invested $1 billion in AI cloud service provider CoreWeave at a price of $109 per share. This is not all—they also committed to an additional technology procurement order in the future worth approximately $6 billion.

The core objective of this deal is to lock in access rights to the computing power of NVIDIA’s next-generation Rubin chips, which are set to be released this year, as well as the AI software services provided by CoreWeave. For quantitative institutions, computing capacity is the lifeline of their trading algorithms, and microsecond-level response advantages translate directly into profits.

This is the third major-scale cooperation CoreWeave has announced within this month. Previously, Meta Platforms signed a $21 billion procurement commitment, and AI company Anthropic also pledged to invest tens of billions of dollars for use in its data centers. With these three major deals rolling out in quick succession, it clearly shows that the market’s contest for high-performance AI computing resources has entered an intense, white-hot stage.

As an emerging “new cloud” service provider, CoreWeave has long faced the risk of overly concentrated customers. Data shows that last year, only Microsoft alone accounted for about 70% of its revenue. To change this situation, the company is actively promoting a business transformation.

The agreement with Jane Street is a reflection of this transformation strategy: it involves not only leasing computing resources, but also product and service support to help clients develop and deploy AI software. This means CoreWeave is trying to upgrade from a pure computing power leasing provider into a comprehensive AI technology services provider.

For Jane Street, the logic behind this move is clear. Strong computing infrastructure is the cornerstone for maintaining competitiveness in the market, but the costs of building and maintaining it are extremely high. Locking in top-tier external resources through strategic investment is an efficient option. In fact, Jane Street previously held about 6.17 million shares of CoreWeave, representing 1.5% of its issued shares.

The company’s investment footprint in the AI sector is not limited to this. Market analysis points out that it has participated in multiple rounds of Anthropic’s funding, and it is currently negotiating to lead a financing round of approximately $1 billion for another cloud computing startup, Fluidstack Ltd.

Jane Street has ample financial strength to make these bets. Its revenue in the first nine months of 2025 has already exceeded $24 billion, far surpassing the historical record of $20.5 billion for all of 2024. Strong performance provides ammunition for its continued investment in AI infrastructure.

This series of moves reveals a deeper trend: as AI drives explosive growth in demand for computing power, the boundaries between top financial institutions and cutting-edge technology infrastructure are becoming blurred. Jane Street’s move is not only a strategic upgrade of its core business, but also marks that Wall Street capital is getting involved in—and reshaping—the underlying structure of the AI industry chain with unprecedented depth.

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