Etched comes out of stealth with $800M funding at $5B valuation

Etched@puneetiitmJul 2, 2026

Etched just came out of stealth: $800M raised, $5B valuation, $1B in signed contracts before shipping a single rack. I found their captable super interesting: Peter Thiel. Stanley Druckenmiller. Jane Street. Two Sigma. Hudson River Trading. Angels: Geoffrey Hinton, Andrej

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Launched Jul 2, 2026View post

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Etched emerges from stealth with transformer AI inference chip

@firesidealpha

Etched @Etched came out of stealth claiming it can beat incumbent chipmakers on inference not by 10% but by 10x. Co-founders, Gavin Uberti and Rob Wachen, walk Patrick through the architecture, economics, and why the whole rack is the real moat. The takeaways worth saving: https://t.co/XXSBrs2ono

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