LanlanCC
00:19

Etched represents a genuine disruption to

$英偉達(NVDA)$   ?!

Etched went from receiving test chips from TSMC to running inference workloads in just 44 days

Capital Is Pouring In — Fast

December 2025: $5B round at $50B valuation

July 2026: $3B Series C at $103B valuation

August 2026: $7B round at $210B valuation — doubling in under a month

Cumulative funding: $19 billion

Signed customer contracts: >$10 billion

First Customer Is a Demanding One Jane Street, the quantitative trading giant, is both a lead investor and Etched's first customer — already deploying a full server rack in their own data center. Jane Street's workloads are latency-sensitive to the nanosecond level, making them an ideal validation partner for a chip claiming performance advantages.

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Comments

  • PeteLeacock
    01:02
    PeteLeacock
    Funding speed is wild, but CUDA and real deployment scale are still the harder moat. Jane Street is a strong logo, not a full market checkmate
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