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Portfolio

Stage
Series A
Backed
2024-Q1
Sector
Hardware
Status
Invested

At a glance

Founded
2022
Headquarters
San Jose
Team size
501-1,000 employees
Tagline
Frontier Inference Clusters

Per the company's LinkedIn page, read 13 Oct 2026

About Etched

Etched builds AI hardware called frontier inference clusters, co-designing chips, racks, and software so frontier models can run with high throughput, low latency, and power efficiency. The company serves AI companies, cloud providers, and hyperscalers. Etched is a team of 400+ engineers from NVIDIA, Google TPUs, Broadcom, SK Hynix, TSMC, and more.

Source: Summary of etched.com, read 13 Oct 2026

Products

  • frontier inference clusters: Co-designed chips, racks, and software built to run frontier AI models efficiently at scale.
  • Low Voltage Inference (LVI): A chip architecture that runs math blocks at under half the voltage to increase FLOPs density.
  • Cluster Scale Memory (CSM): A shared memory pool across the scale-up domain using a proprietary low-latency, high-bandwidth interconnect.

From etched.com, read 13 Oct 2026

Can I invest in Etched?

No. Etched is a private company; its shares are not publicly traded, and Davidovs Venture Collective does not sell, broker or arrange access to them.

Founders

  • Gavin Uberti, Founder, CEO · LinkedIn
  • Robert Wachen, Founder, President · LinkedIn
  • Chris Zhu, Co-Founder · LinkedIn
  • Tina Kim, Founder, President
  • Mark (CTO), Founder, CTO

Recent news

  • Etched raised $300M at a $10.3B valuation, led by Sequoia Capital, years after the firm rejected its three Harvard dropout founders. · techfundingnews.com
  • Etched raised $300 million in a Series C round led by Sequoia, reaching a $10.3 billion valuation with $1 billion in inference chip orders already booked. · marketscale.com
  • Etched raised $300 million in new financing at a $10.3 billion valuation to scale purpose-built AI inference hardware as demand exceeds available supply. · pulse2.com