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.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- PeteLeacock·08-20 01:02Funding speed is wild, but CUDA and real deployment scale are still the harder moat. Jane Street is a strong logo, not a full market checkmateLikeReport