Jane Street
About Jane Street
Quantitative trading firm that has become a direct investor in AI compute (Fluidstack, Etched).
Jane Street was founded on August 31, 1999 by Tim Reynolds, Robert Granieri, Marc Gerstein and Michael Jenkins. Reynolds, Granieri and Jenkins had worked at Susquehanna International Group, and Gerstein had been a developer at IBM. The firm is based at 250 Vesey Street in Manhattan. Wikipedia lists about 3,000 employees in 2024 and revenue of about $39.6 billion for FY2025. Granieri was still at the firm as of 2026. Jane Street has not named partners who lead its AI investing, and it does not publish a venture team page.
Jane Street invests from its own balance sheet. It does not run an outside venture fund, and no fund names or fund sizes are public. Its AI deals often tie to its own need for compute. In April 2026 it committed about $6B to CoreWeave's AI cloud and made a $1B equity investment in CoreWeave. In August 2026 it led Etched's $700M round at a $21B valuation, and it is also Etched's first customer. Etched delivered its first rack to Jane Street. Newcomer reports that Jane Street is on the cap tables of Anthropic, Etched, MatX and Fluidstack. In June 2026 the Wall Street Journal reported that its private company portfolio was worth about $20B. Crunchbase counts 56 investments and Tracxn counts 46, so the totals differ by source.
Jane Street has no stated stage focus or check size policy. Its public AI deals are mostly large growth and late-stage rounds. It led Etched's $700M growth round and Fluidstack's $1.5B private equity round. It also took part in Anthropic's $13B Series F, Nscale's $2B Series C and Oxide Computer Company's $445M Series D. Its own cheque amounts in these rounds are not disclosed. Founders should not expect a seed programme, because none is public.
- Etched: builds AI inference clusters and chips. Jane Street led the $700M growth round in August 2026 and is also its first customer.
- Fluidstack: builds data centers for AI developers. Jane Street led the $1.5B private equity round (2026-09).
- CoreWeave: AI cloud provider. Jane Street made a $1B equity investment and committed about $6B to its platform in April 2026.
- Anthropic: AI lab. Jane Street is an investor, and the Lounge deals desk lists the $13B Series F (2025-09).
- Nscale: AI infrastructure company. Listed on the Lounge deals desk for its $2B Series C (2026-03).
- Oxide Computer Company: builds rack-scale computers. Listed for its $445M Series D (2026-10).
- MatX: AI chip company. Newcomer reports Jane Street is on its cap table; round details are not confirmed.
- en.wikipedia.org/wiki/Jane_Street_Capital
- youngandcalculated.substack.com/p/jane-street-the-full-story-of-wall
- globenewswire.com/news-release/2026/08/18/3347095/0/en/etched-raises-7
- coreweave.com/news/jane-street-signs-6-billion-ai-cloud-agreement-with
- newcomer.co/p/the-abrupt-fall-of-situational-awareness
- crunchbase.com/organization/jane-street-capital/financial_details
- tracxn.com/d/corporate-investments/investments-by-jane-street/**EWAahU
- x.com/WSJTech/status/2068137225162834130
Investing activity
Jane Street appears in 5 AI deals tracked by the AI Lounge deals desk, rounds totalling $17.6B, and led 2 of them. The rounds are mostly Growth, Series D and Series C, with a median round size of $1.5B and the largest at $13B. The most recent are Oxide Computer Company (Series D, $445M, Oct 2026), Fluidstack (Private equity, $1.5B, Sep 2026) and Etched (Growth, $700M, Aug 2026).
Jane Street most often invests alongside Eclipse, AMD, Counterpart and USIT, and the companies it backs on AI Lounge are mostly in AI compute infrastructure, AI infrastructure / GPU cloud and AI inference chips.
Deals
Frequently asked questions about Jane Street
Who founded Jane Street and when?
Tim Reynolds, Robert Granieri, Marc Gerstein and Michael Jenkins founded Jane Street on August 31, 1999 in New York.
Does Jane Street have a venture fund?
No fund names or fund sizes are public. Jane Street appears to invest its own capital directly, and it does not publish a venture team.
What AI companies has Jane Street invested in?
Public examples include Etched, Fluidstack, CoreWeave, Anthropic, Nscale, Oxide Computer Company and, per press reports, MatX.
How big are Jane Street's AI investments?
Jane Street does not disclose its own check sizes. It led Etched's $700M round and Fluidstack's $1.5B round, and it made a $1B equity investment in CoreWeave.
Should an early-stage AI founder pitch Jane Street?
Its public AI deals are large growth rounds in compute and hardware. No seed programme or stage policy is public, so it fits later-stage infrastructure companies best.
Where is Jane Street based?
Jane Street is based in New York, US.
What stage does Jane Street invest at?
In the rounds tracked on AI Lounge, Jane Street has invested at Growth, Series D, Series C and Series F, with a median round of $1.5B. Jane Street led 2 of those rounds.
Who does Jane Street co-invest with?
Jane Street's most frequent co-investors on AI Lounge are Eclipse (1 deal), AMD (1 deal), Counterpart (1 deal), USIT (1 deal) and Riot Ventures (1 deal).
How can founders reach Jane Street?
Founders on AI Lounge can see Jane Street's contact details in AI Investor Contacts (paid plans), check for a warm introduction through members who worked with the firm under Warm Paths, and add Jane Street to their Investor Pipeline to track the conversation.