AI infrastructure
project
What's actually in an AI rack — and who sells it
A layer-by-layer walk through a modern AI training rack, and the vendor competing at each layer. Written from the lab side.
- AI infrastructure
- hardware
- market map
A go-to-market plan for Etched
Who buys a transformer ASIC, what the wedge against NVIDIA looks like, and a target account list with reasoning.
- GTM
- AI infrastructure
- semiconductors