Etched (@Etched) — Twitter Score 118 out of 1000

Etched is an AI inference hardware company that designs specialized chips and computing systems optimized for transformer-model workloads. Etched's Twitter Score is 118 out of 1000 (an Excellent rating) as of September 2026, ranking #5,564 (top 5%) among 486,860 tracked accounts.

Etched was co-founded by Gavin Uberti, Robert Wachen, and Chris Zhu. The company builds frontier inference infrastructure by co-designing specialized chips, rack architecture, and system software together, rather than adapting general-purpose GPU hardware. Its first chip, Sohu, is built specifically for transformer-model inference and is fabricated by Taiwan Semiconductor Manufacturing Co. on its N4P process.

Etched raised a $120 million Series A round, as reported by Reuters on June 25, 2024. Per TechCrunch, a subsequent $500 million round closed in December at a $5 billion post-money valuation, led by Stripes. A company-distributed announcement on June 30, 2026 stated that total funding had reached $800 million, that the company had achieved first-pass A0 silicon success on its TSMC process node, and was validating its first rack-scale product with customers. TechCrunch also reported that Etched had booked $1 billion in contract orders as of that date.

Etched has attracted backing from a broad range of investors, including Jane Street, Hudson River Trading, Jump Trading, Two Sigma, Ribbit Capital, Primary Venture Partners, Positive Sum, Radical Ventures, VentureTech Alliance, Hummingbird Ventures, Skybox Data Centers, Fundomo, and Oceans. Etched has published 50 posts and has been mentioned by 150 accounts a total of 216 times.

Who follows Etched on X?

Etched draws a technically oriented audience across the AI and finance sectors. The accounts that follow Etched include 537 founders, 177 angel investors, 165 influencers and 10 VCs. Among its notable followers are Elon Musk, Marc Andreessen, 6529, Alex Svanevik, Luca Netz and Santiago R Santos.