"Big Short" Michael Burry: Etched may achieve 10x performance at lower single-chip costs, posing strong competition to NVIDIA

Odaily Planet Daily News - "Big Short" Michael Burry recently published an article on Substack stating that AI chip startup Etched is posing strong competition to NVIDIA (NVDA). Burry mentioned that, according to a "semi-insider," Etched chips might achieve 10 times the performance at a lower single-chip cost, and its rapid rise itself signals that industry disruption is brewing. Additionally, Michael Burry noted that Etched recruited Brian Loiler, a systems engineer who worked at NVIDIA for nearly 23 years, in 2024, and subsequently brought on approximately 12 NVIDIA engineers to join Etched.