@mattshumer_: Nvidia has some serious competition coming their way.

X AI KOLs Following Products

Summary

Etched emerges from stealth with AI inference hardware, claiming state-of-the-art throughput and efficiency, posing serious competition to Nvidia.

Nvidia has some serious competition coming their way.
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Cached at: 06/30/26, 05:51 PM

Nvidia has some serious competition coming their way.

Etched (@Etched): 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.

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