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Re:Etched fields funding offers at $40B+ valuation by bluesnews on Tuesday October 06, 2026 @02:57PM (#49982542)
What is their moat?
Re:Etched fields funding offers at $40B+ valuation by fakedang on Tuesday October 06, 2026 @03:58PM (#49983266)
Their own chip design and vertical integration into the final enterprise AI hardware product. They're another NVidia, albeit early stage.