Jane Street is reportedly seeking to refinance roughly $11 billion of debt through a private credit deal involving investors includingPIMCO, which could support further investment in artificial intelligence (AI) infrastructure.
據報導，Jane Street正尋求通過一筆私人信貸交易對約$110億的債務進行再融資，該交易涉及包括PIMCO在內的投資者，此舉可能支援其在人工智慧（AI）基礎設施方面的進一步投資。
Private Credit Deal Could Fuel AI Expansion
私人信貸交易或推動AI擴張
The trading firm is discussing moving its debt load from public markets into a private financing vehicle backed by a small group of investors, along with Pimco, with the loan expected as soon as next week and its size potentially increasing, the Financial Times reported, citing people familiar with the matter.
據《金融時報》援引知情人士消息稱，這家交易公司正在討論將其債務從公開市場轉移至一個由包括Pimco在內的一小群投資者支援的私人融資工具，相關貸款最早可能於下周發放，且規模可能進一步擴大。
The refinancing would help support additional investments in AI infrastructure, including data centers and other technology used in the firm's trading operations, the report added.
報導補充稱，此次再融資將有助於支援其在AI基礎設施方面的額外投資，包括數據中心及其交易業務中使用的其他技術。
Jane Street and Pimco did not immediately respond to Benzinga's request for comment.
Jane Street和Pimco尚未立即回應Benzinga的置評請求。
AI Ambitions Grow Alongside Trading Profits
AI雄心隨交易利潤同步增長
Jane Street has expanded into AI, backingAnthropicandThinking Machines Lab.
Jane Street已進軍AI領域，並投資了Anthropic和Thinking Machines Lab。
In April, it committed $6 billion toCoreWeave, Inc.'s (NASDAQ:CRWV) AI cloud platform and invested $1 billion in the company's stock, becoming one of its five largest shareholders.
今年4月，該公司承諾向CoreWeave, Inc.（納斯達克代碼：CRWV）的AI雲平台投入$60億，並以$10億認購該公司股票，成為其前五大股東之一。
The FT report said the refinancing would reduce Jane Street's disclosure requirements, as the firm generated $16.1 billion in trading revenue, $10.3 billion in net income in the first quarter, and roughly $40 billion in revenue for 2025.
《金融時報》的報導稱，此次再融資將減少Jane Street的資訊披露要求，因為該公司第一季度交易收入為$161億，淨利潤為$103億，而2025年全年收入約為$400億。
AI Investment Hits Record Level
人工智慧投資達到創紀錄水平
According to data shared by The Kobeissi Letter on X, private business investment in AI-related categories climbed 25% year over year to a record $1.5 trillion annualized rate during the second quarter.
根據The Kobeissi Letter在X平台上分享的數據，私人企業在人工智慧相關類別的投資同比增長25%，在第二季度達到創紀錄的$1.5兆年化 rate。
Investment has increased roughly 50% over the past two years, while direct AI spending now accounts for an estimated 25% to 33% of recent U.S. GDP growth.
過去兩年，投資增長了約50%，而直接的人工智慧支出目前估計佔美國近期GDP增長的25%至33%。
AI has become the backbone of US economic growth.
Private business investment in AI-related categories jumped +$300 billion YoY in Q2 2026, or +25%, to a record $1.5 trillion annualized rate.
The surge was driven primarily by investment in computers and peripheral equipment,... pic.twitter.com/g14BTgaN9d— The Kobeissi Letter (@KobeissiLetter) August 6, 2026
人工智慧已成為美國經濟增長的支柱。
2026年第二季度，私人企業在人工智慧相關類別的投資同比躍升+$3,000億，即+25%，達到創紀錄的$1.5兆年化 rate。
此次激增主要由計算機及外圍設備的投資推動…… pic.twitter.com/g14BTgaN9d— The Kobeissi Letter (@KobeissiLetter) 2026年8月6日
AI Capex Boom Shows No Signs Of Slowing
人工智慧資本支出熱潮未見放緩跡象
Apollo Global ManagementChief EconomistTorsten Slokestimates U.S. hyperscalers will spend about $916 billion on capital expenditures over the next 12 months, with that figure expected to rise to nearly $1.2 trillion the following year.
阿波羅全球管理首席經濟學家Torsten Slok預計，美國超大規模雲服務商在未來12個月內將投入約$9,160億用於資本支出，這一數字預計將在次年升至近$1.2兆。
The spending is being led byAmazon.com Inc.(NASDAQ:AMZN),GoogleparentAlphabet Inc.(NASDAQ:GOOG) (NASDAQ:GOOGL), Microsoft Corp. (NASDAQ:MSFT), Meta Platforms Inc.(NASDAQ:META)and Elon Musk'sSpace Exploration Technologies Corp.(NASDAQ:SPCX) all of which have continued raising AI infrastructure budgets to expand data centers and computing capacity.
支出由亞馬遜公司（納斯達克：AMZN）、Google母公司Alphabet Inc.（納斯達克：GOOG）（納斯達克：GOOGL）、微軟公司（納斯達克：MSFT）、Meta Platforms Inc.（納斯達克：META）以及埃隆·馬斯克旗下的Space Exploration Technologies Corp.（納斯達克：SPCX）主導，這些公司持續提高人工智慧基礎設施預算，以擴大數據中心和計算能力。
Benzinga edge rankingsindicate CRWV has a Momentum score in the 10th percentile and a negative price trend in the short, medium, and long term.
Benzinga Edge排名顯示，CRWV的動量評分為第10百分位，且在短期、中期和長期均呈現負向價格趨勢。
(Benzinga)