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Business

Sequoia leads $300M into Etched: the ASIC transformer is back in the spotlight

Etched is making a narrow bet - a dedicated ASIC for Transformers - as Nvidia's roadmap hardens on pricing. Sequoia is putting $300M to validate the thesis.

artificial intelligence chip asic

Jul 24, 2026 at 09:33 9 8

Sarah Kline

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Infra & Compute

Apple explores AI chip startup acquisitions: the vertical integration playbook turns to inference silicon

Apple is exploring acquisitions of AI chip startups, sources tell Tech in Asia. The reading: Apple is preparing an inference-silicon path that does not run through Nvidia.

apple artificial intelligence chip

Jul 16, 2026 at 08:48 17 8

Ravi Nair

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Sequoia leads $300M into Etched: the ASIC transformer is back in the spotlight

Sarah Kline

Apple explores AI chip startup acquisitions: the vertical integration playbook turns to inference silicon

Ravi Nair

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