bluesnews
an hour ago
What is their moat?
fakedang
10 minutes ago
Their own chip design and vertical integration into the final enterprise AI hardware product. They're another NVidia, albeit early stage.
Etched fields funding offers at $40B+ valuation
10 pointsposted 5 hours ago
by gmays4 Comments
realjwin
4 hours ago
This seems really crazy. ASIC design is hard but they hype is crazy right now.
geroge_kyaw
35 minutes 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?