The strategy co-designs custom chips alongside PCBs and cooling.
congrats to the @etched team, remarkable vision and willingness to keep at it...
Our inference systems are built to push the entire pareto curve on frontier models, including many-trillion parameter MoEs, long context, and agentic workloads.
We've co-designed new chips, packages, PCBs, cold plates, interconnects, & more.
Today, we're sharing two breakthroughs to make this happen:
Users praise Etched's hardware breakthroughs for trillion-parameter AI inference, highlighting rapid generational progress and calling the announcements just the start.
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@scottbelsky @Etched Generational velocity
@scottbelsky @Etched thanks Scott! just the start
everyone: young founders just can’t build chips
etched founders: we can’t just build chips…we have to co-design entire clusters for frontier inference
Three years ago, two Harvard dropouts set out to build a better AI chip than the largest companies in the world.
Almost everyone I called at the time said it was impossible.
Today, Etched (@Etched) comes out of stealth with $800M total raised, $1B in signed customer contracts, and a working next-gen AI chip.
This was my excuse to ask the two founders, @UbertiGavin and @robertwachen, every question I have about compute and inference.
We discuss: - Why they built an entire rack and not just a chip - The two technical bets behind their architecture no one else has tried - How two founders in their twenties recruited industry legends - The night they nearly ran out of money - Why whoever produces the most tokens wins
If you care about the future of compute, Gavin and Rob are two people to know. I think you will find the story of what they have built hard to forget.
Enjoy!
TIMESTAMPS 0:00 Intro 1:00 Why Nobody Believed Etched Would Work 14:06 Why Inference Is the Bottleneck 22:27 Gavin and Rob’s Origin Stories 33:24 Taking Huge Risks to Move Faster 49:43 Kernels, Compilers, and the AI Stack 1:02:08 Raising $100M to Survive 1:16:00 The Future of Models, Agents, and Intelligence
new ai inference hardware company, just dropped!
We're coming out of stealth.
We've built our first racks after a successful A0 tapeout, $1B+ in customer contracts, and $800m raised.
Early customer tests show us achieving SOTA throughput, latency, and power efficiency on inference workloads.
Our first racks ship this summer.
