Yulia Slavina

Gavin Baker: High frequency trading and cyber wars expected in 2027 with $200 billion deals

Gavin Baker: High frequency trading and cyber wars expected in 2027 with $200 billion deals
Jane Street’s $200 billion trading deals

Gavin Baker, CIO at Atreides Management, discusses the evolving landscape of high frequency trading and cyber warfare, which he believes will intensify in 2027 through advanced SRAM chips like Groq 3 LPX or CS-4 operating in disaggregated setups with Rubin.

He highlights a recent report that Jane Street is paying $200 million per megawatt, or $200 billion per gigawatt, for trading infrastructure, suggesting this marks only the beginning of escalating investments in the sector.

Baker previously reported that Vercel surpassed $500 million in run-rate revenue with over 130 percent annual growth and 400,000 paying customers. He has also commented on the need to track cash burned to reach $1 billion in the context of Cognition and Scott Wu. The latest remarks on high frequency trading continue his focus on capital deployment in technology-driven sectors.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.