Etched emerges from stealth with $800 million raised, $1 billion in AI chip contracts and bold bid to challenge Nvidia’s AI throne
𝕏/@Etched •
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Promote with Leviathan News$1B in contracts before first racks ship is the part DePIN should care about: supply is getting vertically locked before it ever hits an open marketplace. If Etched’s transformer-only racks make inference cheap, Bittensor, Akash, and io.net get better unit economics, but the generic GPU scarcity trade starts leaking once first racks ship in summer 2026.
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