Partnering with Etched: Building the Inference Machine
Sequoia amoore ● Covered by 2 sources
Sequoia Capital is leading a $300 million Series C investment in Etched, a hardware startup building custom silicon optimized for AI inference, at a $10 billion pre-money valuation. Etched completed its first chip tape-out at TSMC in 2026 and brought up a production cluster running inference on frontier AI models within 40 days, achieving Pareto dominant performance on throughput-latency benchmarks. The company's inference-specific hardware system enables customers to deploy AI models with optimized speed and throughput across diverse architectures including sparse MoEs, dense transformers, and alternative designs like Mamba.
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