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gavin uberti

T3 · host / generalist

Gavin Uberti co-founded Etched.ai, a startup building rack-scale inference chips with cluster-scale memory architecture, backed by Jane Street and Venture Tech Alliance.

1 call·1 name·100% bull·last heard 3 months ago·Bloomberg Tech
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$ETCHED-AIEtched.aiposition

Etched.ai CEO touts rack-scale inference chips with cluster memory

Etched's rack-scale inference system uses cluster-scale memory sharing and low-voltage operation to deliver superior tokens-per-dollar and power efficiency versus GPUs, with a team half-sourced from Nvidia and $800M raised at a $5B valuation to commercialize production systems.

Bloomberg Tech2026-06episode →

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Etched.ai
HIGHgavin uberti·Bloomberg Tech·3 months ago·Chip Stocks on Track for Best Quarter Ever | Bloomberg Tech 6/30/2026· position
Etched.ai CEO touts rack-scale inference chips with cluster memory
Etched's rack-scale inference system uses cluster-scale memory sharing and low-voltage operation to deliver superior tokens-per-dollar and power efficiency versus GPUs, with a team half-sourced from Nvidia and $800M raised at a $5B valuation to commercialize production systems.
"WE CAN GET MORE OUT OF THE SAME VOLUME OF HBM. WE WANT TO BE ABLE TO USE THE SAME HBM AND THE SAME SRAM TO RUN MORE TOKENS FOR USERS. A GPU THROTTLES. YOU CANNOT FIT MORE CHIPS UN…"
26:51
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