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Etched
VS
Upscale 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
UA
Upscale AI

Upscale AI builds full-stack AI networking infrastructure — silicon, systems, and software — to connect accelerators, memory, and storage into a high-performance fabric for large-scale AI training and inference.

2 Pulse stories
Total Raised
$800M
$500M
EtchedUpscale AI
Last Valuation
$10.3B
$2B
EtchedUpscale AI
AI infra
Sector
AI infra
2022
Founded
2025
San Jose, California
HQ
Santa Clara, California
Private
Status
Private
Etched investors
Sequoia CapitalAndreessen HorowitzJane StreetSK HynixStripesPeter Thiel/Thiel CapitalPrimary Venture PartnersPositive Sum Ventures
Upscale AI investors
Premji InvestNvidiaSalesforce VenturesTemasekSeligman VenturesMaverick SiliconMayfieldTiger Global

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

@Trace_Cohen·t@nyvp.com