Etched
Organization
Etched is an AI hardware startup that designs and manufactures specialized application-specific integrated circuits (ASICs) optimized for transformer-based artificial intelligence models. Its flagship chip, Sohu, is engineered to run large language model inference workloads with significantly higher throughput and efficiency compared to general-purpose GPUs.
What experts have said about Etched
1 statement · 1 positive
Etched already has a $1 billion order book.
“They have a $1 billion order book already done.”
Open the episode · AI Bubble, Waymo Ditches Uber, Jacinta Allan’s Disaster, KPMG Scandal and Jim Chalmers’ Crashes Housing in All the Wrong PlacesListen at 42:25
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
2 episodes featuring Etched
Claude AI Daily
Anthropic’s valuation surge meets OpenAI’s teen push
The episode maps how AI companies are competing across capital, consumer products, coding tools, and infrastructure security.
Aug 19, 2026 · 14 min
The Contrarians with Adam and Adir
Victorian political friction and global tech shifts spark economic warnings
This episode connects local Australian policy failures with global tech disruptions, showing how political decisions and market shifts impact broader economic stability.
Jul 27, 2026 · 1h 29m