Invest Like the Best with Patrick O'Shaughnessy · Tuesday, June 30, 2026
Etched's founders explain their innovative 'low-voltage inference' approach, which allows their chips to operate at significantly lower voltages than GPUs. This is achieved by re-evaluating constraints and creating new power delivery mechanisms, potentially leading to more efficient AI chips.
“So we asked ourselves, how could we run voltages lower than GPUs? And we talked to a lot of people about this.”
“And when we looked at the problem for a long time, we were able to create a new mechanism of running at much lower voltages, a new type of power delivery that we call low-voltage inference.”
“And we think all AI chips in the future are going to be low-voltage chips.”