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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