Etched's Hardware Path Questioned: HBM vs SRAM Dilemma
bingxu_ · x · 2026-08-21
A technical critique of Etched suggests their path is flawed: using HBM makes it hard to beat GPUs/TPUs, while SRAM makes it hard to beat Groq/Cerebras. It also dismisses low-voltage inference claims as ignoring the physics of data movement energy costs.
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