Carter Wilcox(@carterjwilcox):Joining Etched a year and a half ago was one of the best decisions of my life. Friends know that at the time I believed deeply in “the inference singularity”, the idea that as the models got bigger, smarter, and more capable, we would see exponentially more demand for running them. We are definitely in the early innings now and I still think most people are under-estimating future AI inference volumes by 1000x. Building our first gen has been a labor of love and I can’t wait to see what becomes possible with this new pareto frontier.

2026.06.30 15:43

Joining Etched a year and a half ago was one of the best decisions of my life. Friends know that at the time I believed deeply in “the inference singularity”, the idea that as the models got bigger, smarter, and more capable, we would see exponentially more demand for running them. We are definitely in the early innings now and I still think most people are under-estimating future AI inference volumes by 1000x. Building our first gen has been a labor of love and I can’t wait to see what becomes possible with this new pareto frontier.

Etched@Etched

2026.06.30 15:00

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.