Altimeter Capital
VS
Etched

AI infra comparison — funding, valuation, and investors, sourced from Value Add Pulse coverage.

AC
Altimeter Capital

A Boston-based technology-focused investment firm managing public and private capital, founded and led by Brad Gerstner, known for major growth-stage bets in AI, cloud, and infrastructure companies.

2 Pulse stories
E
Etched

Etched designs Sohu, a transformer-only ASIC chip built to accelerate AI inference workloads more efficiently than general-purpose GPUs like Nvidia's.

6 Pulse stories
Total Raised
$800M
Altimeter CapitalEtched
Last Valuation
$10.3B
Altimeter CapitalEtched
AI infra
Sector
AI infra
2008
Founded
2022
Boston, Massachusetts
HQ
San Jose, California
Private
Status
Private
Altimeter Capital investors
No investors on record.
Etched investors
Sequoia CapitalAndreessen HorowitzJane StreetSK HynixStripesPeter Thiel/Thiel CapitalPrimary Venture PartnersPositive Sum Ventures

Data from Value Add Pulse coverage and company research — see the full threads for Altimeter Capital and Etched.