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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.
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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.