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Invest Like the Best with Patrick O'Shaughnessy · Tuesday, June 30, 2026

Etched Chips Designed for Modern AI Workloads

Etched's chip architecture is fundamentally different from older designs, as it's built for modern AI workloads like those powering ChatGPT. This involves rethinking flop organization, voltage domains, power planes, packaging, and board design to achieve superior performance.

personRob Locken

The tape

3 quotes
So if we're trying to build a chip for the modern workloads, it's going to look very different. The way we organize our flops, the way we do our voltage domains, the way we do our power planes, we're going to look super different.
Rob Locken
The way the packaging is going to look different. The way the board design is going to look different.
Rob Locken
So we went through everything, both on the pre-fill and the decode side.
Rob Locken
Heard on Invest Like the Best with Patrick O'Shaughnessy — “Etched - Building AI Hardware to Make Inference Faster and Cheaper - [Invest Like the Best, EP.480], published Tuesday, June 30, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
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Etched Chips Designed for Modern AI Workloads — Heardvine