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Etched
VS
Z.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
Z
Z.ai

Z.ai (formerly Zhipu AI) is a Beijing-based AI lab developing the GLM family of large language models and agentic developer tools like ZCode.

3 Pulse stories
Total Raised
$800M
EtchedZ.ai
Last Valuation
$10.3B
EtchedZ.ai
AI infra
Sector
AI infra
2022
Founded
2019
San Jose, California
HQ
Beijing, China
Private
Status
Public (2513.HK)
Etched investors
Sequoia CapitalAndreessen HorowitzJane StreetSK HynixStripesPeter Thiel/Thiel CapitalPrimary Venture PartnersPositive Sum Ventures
Z.ai investors
AlibabaTencentAnt GroupMeituanXiaomiHillhouseQiming Venture PartnersProsperity7 Ventures

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

@Trace_Cohen·t@nyvp.com