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HFT and Cyberwar Chip Forecast

Gavin Baker predicts 2027 HFT and cyber wars via low-latency SRAM chips, with Jane Street's $200M/mw likely just the start.

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Gavin Baker @GavinSBaker 351K followers

More probable: The high frequency trading and cyber wars of 2027 fought via low latency SRAM chips, whether Groq 3 LPX or CS-4, in disaggregated setups with Rubin. Jane Street reportedly paying $200 million per mw - $200b per gigawatt - is likely the beginning, not the end.Quoting @_sholtodouglas: the high frequency personal agent wars of 2027, fought via low latency chips and rack placement next to the servers hosting Resy and SF tennis court systems
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