Etched fields funding offers at $40B+ valuation

Etched fields funding offers at $40B+ valuation(techcrunch.com)

10 points by gmays 5 hours ago | 3 comments

bluesnews 2 hours ago |

What is their moat?

fakedang 1 hour ago | |

Their own chip design and vertical integration into the final enterprise AI hardware product. They're another NVidia, albeit early stage.

realjwin 5 hours ago |

This seems really crazy. ASIC design is hard but they hype is crazy right now.

geroge_kyaw 1 hour ago | |

Is it even realistic to compete with Nvidia on price when hyper-optimized silicon like Google’s TPU still struggles to match the B300's economics at scale?