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At a glance
Jane Street appears in 8 funding rounds tracked by ValueAddVC since 2025, leading 3. Its most frequent sector in these rounds is AI & Infrastructure, and its most recent tracked deal was Antithesis' $105M Series A round (Oct 19, 2026). It co-invests most often with Accel, AMD Ventures and Cisco Investments.
Strategy
Recent changes
- Oct 19, 2026Oct 19, 2026Invested in Antithesis (Series A, $105M) The SaaS News
- Oct 19, 2026Oct 19, 2026Antithesis Raises $105M Series A Led By Jane Street Pulse story
- Oct 9, 2026Oct 9, 2026Invested in Oxide Computer (Series D, $445M) PR Newswire
- Sep 5, 2026Sep 5, 2026Jane Street Leads $1.5B Into Fluidstack at $18B Pulse story
- Sep 3, 2026Sep 3, 2026Invested in Fluidstack (Growth, $1.5B) Value Add Pulse enrichment
Earlier changes (5)
- Aug 18, 2026Aug 18, 2026Invested in Etched ($700M) TechCrunch
- Aug 7, 2026Aug 7, 2026Invested in Firmus (Growth, US$2B (A$2.85B)) Startup Daily
- Feb 12, 2026Feb 12, 2026Follow-on: Invested in Anthropic (Series G, $30B) TechCrunch
- Jul 15, 2025Jul 15, 2025Invested in Thinking Machines (Seed, $2B) TechCrunch
- Mar 3, 2025Mar 3, 2025Invested in Anthropic (Series E, $3.5B) TechCrunch
Portfolio
9 totalRecent Investment Activity
9Track record: led 3 and participated in 5 of 8 tracked venture rounds · 6 in the last 12 months · led 1 Series A, 1 Growth
| Date | Company | Event | Role | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|---|---|
| Oct 19, 2026 | Antithesis | Series A | Led | $105M | — | Jane StreetLeadunverified | The SaaS News |
| Oct 9, 2026 | Oxide Computer | Series D | Participated | $445M | — | Eclipse VenturesLeadunverifiedRiot VenturesunverifiedJane StreetunverifiedAtreides ManagementunverifiedAMD VenturesunverifiedUS Innovative Technology Fund | PR Newswire |
| Sep 3, 2026 | Fluidstack | Growth | Led | $1.5B | $18B | Value Add Pulse research | |
| Aug 18, 2026 | Etched | funding round | Led | $700M | $21B | Jane StreetLead | TechCrunch |
| Aug 7, 2026 | Firmus | Growth | Participated | US$2B (A$2.85B) | A$15B (~US$10.5B) | BlackstoneunverifiedJane StreetunverifiedRegal Funds ManagementunverifiedEllerston CapitalunverifiedCoatue ManagementunverifiedNvidiaunverifiedArchibald CapitalTectonic Investment Management | Startup Daily |
| Feb 12, 2026 | Anthropic | Series G | Participated | $30B | $380B | TechCrunch | |
| Jul 15, 2025 | Thinking Machines | Seed | Participated | $2B | $12B | TechCrunch | |
| Mar 3, 2025 | Anthropic | Series E | Participated | $3.5B | $61.5B | TechCrunch | |
| Nov 13, 2024 | CoreWeave | secondary | Led | — | $23.0B | MarketScreener (Reuters) |
Sector / Stage Activity
Co-Investors
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overlapping sector, stage or regionValue Add Research
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Latest Pulse
- Oct 19, 2026Antithesis Raises $105M Series A Led By Jane StreetVirginia-based Antithesis raised $105M in Series A funding led by Jane Street, which is also a customer, bringing the deterministic-testing startup's total funding above $180M.→
- Oct 17, 2026CoreWeave's 15% Bond Yield Is Wall Street's Real AI Bubble TellWall Street is split on whether CoreWeave's bond selloff and Firmus Grid's pulled $30B IPO mean a real crack in AI financing or just markets misreading a boom that's still intact.→
- Oct 9, 2026Oxide Computer Raises $445M To Scale Its Own CloudOxide Computer raised a $445 million Series D led by Eclipse, with new backing from AMD Ventures and Atreides Management, to expand manufacturing of its on-premises cloud hardware.→
- Oct 5, 2026Etched In Talks To Nearly Double To $40B+AI chip startup Etched is fielding funding offers at a valuation above $40 billion, nearly double the $21 billion mark it set seven weeks ago, according to people familiar with the discussions.→
- Oct 5, 2026Firmus Plans $5.5B IPO At $30.6B ValuationNvidia-backed data-center builder Firmus plans to raise up to $5.5 billion in an Australian IPO valuing it at roughly $30.6 billion, nearly tripling its valuation in two months.→
- Sep 25, 2026Nscale Raises $3.36B in Pre-IPO Convertible FinancingNscale disclosed a $3.36 billion pre-IPO convertible round led by Third Point, its second big financing in ten days as it pushes toward a US listing targeting a $25 billion valuation.→
- Sep 23, 2026Crusoe Lands $65M-A-Year Deal With Mira Murati's LabCrusoe and Thinking Machines Lab signed a $65 million annual deal to run inference for the lab's models on dedicated Nvidia HGX B200 systems, pushing Crusoe's managed-inference business past $100 million in contracted annual revenue.→
- Sep 17, 2026Crusoe Hits Initial Close On $3.9B Series F At $30.9BAI data-center builder Crusoe announced the initial close of an anticipated $3.9 billion Series F at a $30.9 billion post-money valuation, funding the Abilene, Texas OpenAI campus and a new line of truck-deployable modular data centers.→
- Sep 11, 2026Pentagon Weighs $5B Loan For AI Cloud Startup FluidstackThe Pentagon's Office of Strategic Capital is negotiating what would be its largest loan ever -- not to build a new AI data center, but to shore up the supply chain behind the ones already under construction.→
- Sep 7, 2026The Application Layer Is Where I'd Be Writing ChecksNearly $5 billion went into three compute-layer companies in a single week while the software built on top of that compute raised a fraction of it -- and the compute bets are credit trades wearing venture clothes.→
- Sep 7, 2026Cerebras Is the Comp Every AI Listing Should StudyCerebras opened at $350 against a $185 price in May and is back at that offer price in September, which makes it the only completed public-market experiment in how AI compute businesses get valued after the narrative premium wears off.→
- Sep 7, 2026Thailand Freezes All New Data Center ApprovalsThailand's National Economic and Social Development Council halted every data center construction approval and gave operators one week to disclose how much capacity they actually run, saying the government lacks basic data on its own pipeline.→
- Sep 6, 2026Why AI Compute Swallowed the Week's Venture DollarsCrusoe, Fluidstack and Gimlet Labs closed $4.8 billion between them in five days, and every dollar landed in the layer between the chips and the models rather than in the applications built on top.→
- Sep 5, 2026Jane Street Leads $1.5B Into Fluidstack at $18BThe Oxford spinout that builds and operates data centers for Anthropic and Google has more than doubled its valuation since December, on the back of contracts it signed before it owned a single chip.→
- Sep 4, 2026Why AI Infrastructure Beat AI Labs to the Public MarketsCrusoe is meeting IPO bankers and Oura just filed while OpenAI and Anthropic sit confidentially filed with no date -- I think that gap is permanent, and it tells you where the real underwriting risk in this cycle sits.→
- Sep 3, 2026Crusoe Triples to $30B Valuation on $3B Series FThe Denver AI data-center builder raised over $3 billion co-led by Atreides Management and Valor Equity Partners, tripling its valuation in ten months on the strength of a $13 billion Jane Street compute contract.→
- Sep 3, 2026Crusoe Meets IPO Bankers Less Than a Year After $10BCrusoe has met with Goldman Sachs, Morgan Stanley, JPMorgan and Bank of America about a near-term IPO, the same week it reportedly closed a $3 billion round at $30 billion -- an unusually fast run from markup to public talks.→
- Sep 3, 2026Crusoe Reportedly Raises $3B at $30B ValuationCrusoe, the AI data center developer that pivoted from flared-gas crypto mining, reportedly closed a $3 billion round at a $30 billion valuation, tripling its mark from October and setting up meetings with IPO bankers.→
- Sep 2, 2026August's Megarounds Went to Missiles and InferenceIn a single mid-August week, six US startups raised $2.63 billion between them, and the two largest -- a hypersonic missile maker and an inference chip company -- accounted for $1.5 billion of it.→
- Aug 18, 2026Etched's Valuation Doubles to $21B in a MonthAI inference-chip startup Etched raised $700 million at a $21 billion valuation weeks after its $10.3 billion mark, with first customer Jane Street already running Etched's Sohu chips in production.→
- Aug 18, 2026Etched Raises $700M as Valuation Doubles to $21BEtched raised $700 million led by Jane Street at a $21 billion valuation, doubling the $10.3 billion mark it set in July after the quant firm tested the startup's inference hardware and installed a rack in its own data center.→
- Aug 17, 2026August's Mega-Rounds Have Already Cleared $9BFive disclosed rounds in the first two weeks of August 2026 -- Databricks, Firmus, River AI, Lovable and Form Energy -- total roughly $9.25 billion, with data infrastructure and AI compute taking three quarters of it.→
- Aug 12, 2026CoreWeave Revenue More Than Doubles, Stock Jumps 18%CoreWeave reported second-quarter revenue of $2.6 billion, up 112% year-over-year, and raised its full-year guidance on a backlog that has swelled past $104 billion, sending shares up 18% in premarket trading.→
- Aug 9, 2026Chip Startups Raised $10.7B In 2026 Through Early JuneSemiconductor startups raised around $10.7 billion in seed-through-pre-IPO rounds in 2026 as of June 10, according to Crunchbase News, led by Cerebras' $1 billion pre-IPO round and $500 million raises by MatX, Ayar Labs and Etched; Etched raised again in July at a $10.3 billion valuation.→
- Aug 7, 2026Firmus Grid Raises $2B for AI Factories in APACAustralian AI infrastructure builder Firmus Grid closed a fully subscribed $2 billion round from Nvidia, Coatue and Blackstone, pushing its valuation above $10.5 billion to fund AI-factory expansion across Australia and Asia-Pacific.→
- Aug 7, 2026Ex-Bitcoin Miner Firmus Raises $2B for AI FactoriesFormer bitcoin miner Firmus Grid raised a $2 billion strategic round from Nvidia, Coatue and Blackstone, pushing its post-money valuation above $10.5 billion to build AI data centers across Australia and the Asia-Pacific.→
- Jul 23, 2026Etched Doubles Valuation to $10.3B in 7 MonthsAI inference chipmaker Etched closed a $300 million Series C at a $10.3 billion valuation, roughly doubling its worth in seven months as orders for its Sohu chip surpassed $1 billion.→
- Jul 23, 2026AI Chip Startup Etched Hits $10.3B ValuationEtched closed a $300 million Series C at a $10.3 billion valuation for its transformer-specific AI chips, doubling down as investors look for alternatives to Nvidia's grip on inference hardware.→
- Jun 30, 2026Nvidia Competitor Etched Hits $5B Valuation on $1B in AI Chip SalesEtched, the AI inference chip startup, confirmed a $5 billion post-money valuation on June 30 following a $500 million round led by Stripes, bringing total funding to $800 million since its 2022 founding. The company says it has already secured $1 billion in contract orders for its 'frontier inference clusters' after TSMC successfully manufactured its custom chips earlier in 2026, with backers including Jane Street, Two Sigma, Andrej Karpathy, Geoffrey Hinton, Fei-Fei Li, Stanley Druckenmiller and Peter Thiel.→
Jane Street FAQ
What companies has Jane Street invested in?
Jane Street's portfolio includes Antithesis, Anthropic, Firmus, Oxide Computer, Etched, Nscale, and 3 more tracked companies.
Who does Jane Street co-invest with most?
In the rounds Value Add tracks, Jane Street most often invests alongside Nvidia (4 shared deals), Blackstone (3 shared deals), Coatue Management (3 shared deals), Accel (2 shared deals), AMD Ventures (2 shared deals).
Sources & methodologyshow
- PR Newswireprimary source1 fact
- TechCrunchmajor outlet1 fact
- TechCrunchmajor outlet1 fact
- TechCrunchmajor outlet1 fact
- TechCrunchmajor outlet1 fact
- MarketScreener (Reuters)research database1 fact
- The SaaS Newsresearch database1 fact
- Startup DailyValue Add VC data1 fact
Figures are labelled Reported (a source states it), Estimated, Derived (computed from other facts) or Rumored (in talks / unconfirmed). Rumors never replace a confirmed figure. Each figure keeps its own as-of date; history is preserved rather than overwritten.