“Big Short” Michael Burry: Etched Could Deliver 10x Performance at Lower Per-Chip Cost, Posing Strong Competition to Nvidia

Odaily News "Big Short" investor Michael Burry recently wrote on Substack that AI chip startup Etched is posing strong competition to Nvidia (NVDA). Burry stated that, according to a "semi-industry insider," Etched's chips could achieve 10x performance at a lower cost per chip, and its rapid rise itself signals impending industry disruption.

Additionally, Michael Burry noted that in 2024, Etched recruited systems engineer Brian Loiler, who had worked at Nvidia for nearly 23 years, and subsequently brought in about 12 more Nvidia engineers to join Etched.