Etched emerges from stealth with transformer AI inference chip

Etched@firesidealphaJun 30, 2026

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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Launched Jun 30, 2026View post

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