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Etched Is Making The Biggest Bet In AI. Will It Matter?

🧭 In this episode of Will It Matter?, we unpack: • Etched's $120 million bet on a specialized AI chip designed exclusively for transformer models, promising 20x faster performance than current GPUs. • The potential disruption to the AI inference market, with a single Etched server potentially replacing 160 of Nvidia's top-tier H100 GPUs. • The environmental implications of AI hardware advancements, including energy consumption and water usage in data centers. 🔗 Referenced: • Etched is building an AI chip that only runs one type of model:https://techcrunch.com/2024/06/25/etc... • Etched Is Making The Biggest Bet In AI: https://www.etched.com/announcing-etched • My research: https://www.perplexity.ai/search/tell... 💌 Quick note: As a founder being understood is more important than sounding smart. It enables your customers and investors to evangelize your product.