Etched

Hardware and software stack for high-performance AI inference workloads

$21Starting price
135KMonthly visits
36Popularity
Etched featured image

About Etched

Etched designs and manufactures frontier inference clusters, a new category of AI hardware that integrates custom chips, racks, software, and manufacturing methods. The systems are co-designed to achieve best-in-class throughput, latency, cost, and power efficiency for both prefill and decode workloads, including many-trillion-parameter mixture-of-experts models and long-context scenarios. The architecture introduces Low Voltage Inference (LVI), which enables sustained throughput above 80% of peak FLOPs without thermal throttling by running math blocks at under half the voltage of typical AI chips. Cluster Scale Memory (CSM) provides a shared, ultra-low-latency memory pool across chips using a proprietary interconnect, addressing memory subsystem bottlenecks in HBM-based designs. Etched has validated its first rack-scale product with customers and is fulfilling over $1 billion in demand through vertically integrated production, including a Taiwan factory and a San Jose facility housing a data center, test house, and prototyping lab. The company employs over 400 engineers from leading semiconductor and AI companies, including NVIDIA, Google, Broadcom, and TSMC. Etched’s approach emphasizes co-design across the entire stack, from transistors to tokens, to optimize performance and efficiency for frontier AI workloads.

Key features

  • Custom chip design with Low Voltage Inference (LVI)
  • Cluster Scale Memory (CSM) for low-latency memory access
  • Co-designed racks and interconnects for scale-up workloads
  • Thermal management via cold plate designs and packaging
  • Power delivery networks optimized for high FLOPs density
  • Proprietary ultra-low-latency interconnect for memory pooling
  • Production-ready rack-scale systems for deployment
  • Support for mixture-of-experts and long-context models

Use cases

  • High-throughput inference for large language models
  • Low-latency decode workloads in production environments
  • Scaling trillion-parameter models for enterprise AI services

Pros

  • Co-designed hardware and software stack for inference optimization
  • Low Voltage Inference (LVI) enables sustained high throughput without thermal throttling
  • Cluster Scale Memory (CSM) reduces memory latency for decode workloads
  • Vertically integrated production for rapid scaling and deployment
  • Designed for trillion-parameter models and long-context workloads

Cons

  • No public pricing or availability details for individual components
  • Limited information on software compatibility beyond inference workloads
  • Production focus may limit flexibility for custom configurations

Frequently asked questions about Etched

What are frontier inference clusters?

Frontier inference clusters are a new category of AI hardware designed by Etched to deliver best-in-class throughput, latency, cost, and power efficiency for AI inference workloads. They combine custom chips, racks, software, and manufacturing methods co-designed to optimize performance for frontier models, including mixture-of-experts and long-context scenarios.

Who is Etched designed for?

Etched’s systems are designed for organizations running large-scale AI inference workloads, particularly those working with frontier models such as many-trillion-parameter mixture-of-experts models or long-context scenarios. This includes AI companies, cloud providers, and hyperscalers.

How does Low Voltage Inference (LVI) improve performance?

Low Voltage Inference (LVI) enables sustained throughput above 80% of peak FLOPs without thermal throttling by running math blocks at under half the voltage of typical AI chips. This approach increases FLOPs density and avoids the performance degradation caused by thermal throttling in conventional designs.

What is Cluster Scale Memory (CSM)?

Cluster Scale Memory (CSM) is a shared, ultra-low-latency memory pool across chips, enabled by a proprietary interconnect. It addresses memory subsystem bottlenecks in HBM-based designs, providing SRAM-level decode speeds while maintaining high throughput and interactivity.

How does Etched ensure scalability and production readiness?

Etched is vertically integrated, with a Taiwan factory and a San Jose facility housing a data center, test house, and prototyping lab. The company has validated its first rack-scale product with customers and is fulfilling over $1 billion in demand, demonstrating readiness for large-scale deployment.

What is Etched’s approach to hardware co-design?

Etched emphasizes co-design across the entire stack, from transistors to tokens, to optimize performance and efficiency. This includes collaboration with leading AI companies, cloud providers, and hyperscalers to ensure systems meet real-world deployment requirements.

Etched traffic & engagement

etched.com · third-party estimates from Similarweb

Data as of Sep 2026Full AI website ranking →
Monthly visits · Sep 20260-22.2% MoM12-month high 201K (Jul 2026)
Rank among AI websites#1,600▼ 202 vs last monthof 8,384 tools on Aitoolnavio
Rank in Coding & Development#238of 1,071 tools in this category
Top marketUnited States79.1%Top 5 countries bring 91% of visits
Average visit0sLonger than 57% of AI sites
Pages per visit0More than 72% of AI sites
Bounce rate0%Leave after one page · lower is better
Similarweb global rank#281,142#87,113 in United States

Traffic trend

Last 4 months · grows by one month every month

  • Jun 202686K
  • Jul 2026201K+132.8%
  • Aug 2026174K−13.4%
  • Sep 2026135K−22.2%

Where visitors come from

Share of visits by channel

  • Direct34.6%
  • Referrals5.1%
  • Mail1.6%

No measurable traffic from Social, Paid Referrals or Search.

Top countries

Share of visits · estimated visits

  • United States107K79.1%
  • Canada7.3K5.4%
  • India4.9K3.6%
  • United Kingdom2.8K2.1%
  • Taiwan1.5K1.1%

Other countries: 8.7%

Visits sent by AI assistants

How people reach this site from other AI tools

23 a month

  • ChatGPT1.8%

Traffic figures are third-party estimates, good for scale and trends; they can differ from a company's own numbers. Updated monthly.

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