Poznámky k epizodě
Etched raised $1 billion in 26 days. Its valuation jumped from $10.3 billion to $21 billion.
The second round was led by Jane Street after it tested Etched’s hardware and installed the first rack in its own data center.
So what did Jane Street see?
Etched began with Sohu, a Transformer-only ASIC that promised more than 500,000 tokens per second on Llama 70B. By 2026, Sohu and that claim had disappeared. Etched now sells a complete inference cluster and says it can run Transformers, MoEs, and even Mamba.
We explain how that shift is possible, what Low Voltage Inference and Cluster Scale…
Web: inference.mave.digital
