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AI inference is quickly becoming the largest workload computers have ever run; and we believe that it's only going to grow much further. In a supply-constrained market, the scarce skill is not designing a fast chip; it is shipping complete, working systems by the thousands. As Gavin, Rob and Chris like to say, production is the product. Very excited to be partnering with @UbertiGavin, @robertwachen, and @czhu1729 and backing @Etched!
We’ve raised $300M in Series C funding at a $10.3B valuation from Sequoia, Andreessen Horowitz, Jane Street, Argo, and SK Hynix. Our mission is to run the world's inference. This round accelerates production of our inference clusters. We've opened an 80,000-sqft, 10-MW facility 15 minutes from our office to expedite production and prototyping.
So excited to work with @sarahdingwang @RaghuRaghuram @DavidGeorge83 @shangdaxu on accelerating inference We have a long road ahead and wouldn’t want to work on it with any other team
In 2022, months before ChatGPT and years before Cursor, Claude Code and Codex, @UbertiGavin, @robertwachen and @czhu1729 dropped out of Harvard to make a bet that looked, at the time, almost irresponsible: they would build an entire inference system—new chips, boards, interconnects, racks—from scratch. Etched understands the core insight is that AI workloads don’t run on chips, they run on systems. Winning requires building and scaling the entire system. This is the heart of Etched. As Gavin, Rob and Chris like to say, production is the product. They’ve paired this insight with unprecedented execution and speed. Etched signed over $1B in customer contracts before shipping a single rack and those first racks are already going out to customers. Thrilled to share that @a16z is partnering with @Etched to go after one of the defining markets in AI: running the world’s inference.
"In 2022, months before ChatGPT and years before Cursor, Claude Code, and Codex, Gavin Uberti, Robert Wachen, and Chris Zhu dropped out of Harvard to make a bet that looked, at the time, nearly irresponsible: they would build an entire inference system—new chips, boards, interconnects, racks—from scratch." "What began as a radical, contrarian wager has matured into a strong bet on the defining challenge of our era." "In a world where production is the product and the machine is the moat, we’re thrilled to partner with Etched." a16z's Sarah Wang and Raghu Raghuram on why AI inference may be the most consequential workload of our lifetime, and how @Etched is betting on it: https://www.a16z.news/p/how-to-win-the-largest-market-in