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Etched
VS
Moonshot AI

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

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
MA
Moonshot AI

Moonshot AI is a Beijing-based AI lab building large language models, best known for its Kimi chatbot and open-weight Kimi K series models.

24 Pulse stories
Total Raised
$800M
$7B+
EtchedMoonshot AI
Last Valuation
$10.3B
$35B
EtchedMoonshot AI
AI infra
Sector
AI infra
2022
Founded
2023
San Jose, California
HQ
Beijing, China
Private
Status
Private
Etched investors
Sequoia CapitalAndreessen HorowitzJane StreetSK HynixStripesPeter Thiel/Thiel CapitalPrimary Venture PartnersPositive Sum Ventures
Moonshot AI investors
AlibabaTencentHongShan (Sequoia China)IDG CapitalZhenFund5Y CapitalGaorong CapitalMeituan (Long-Z Investments)

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

@Trace_Cohen·t@nyvp.com