gavin uberti

T2 · manager / operator

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 last month·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$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.

most discussed · click a bar to filter

1 total
$ETCHED-AI
Etched.ai
HIGHgavin uberti·Bloomberg Tech·last month· 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