E
EtchedEtched 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
M
ModularModular builds AI infrastructure software — the Mojo programming language and MAX AI compute platform — designed to unify and speed up AI model deployment across hardware and break Nvidia's CUDA lock-in.
4 Pulse stories
Total Raised
$800M
$380M
EtchedModular
Last Valuation
$10.3B
$1.6B (last independent round; later acquired by Qualcomm for ~$3.9B)
EtchedModular
AI infra
Sector
AI infra
2022
Founded
2022
San Jose, California
HQ
Palo Alto, California
Private
Status
Private
Etched investors
Sequoia CapitalAndreessen HorowitzJane StreetSK HynixStripesPeter Thiel/Thiel CapitalPrimary Venture PartnersPositive Sum Ventures
Modular investors
GV (Google Ventures)General CatalystGreylock PartnersDFJ GrowthUS Innovative Technology (Thomas Tull)
Data from Value Add Pulse coverage and company research — see the full threads for Etched and Modular.