NVIDIA built GPUs to do everything.
Etched thinks that's exactly the problem.
Instead of making another general-purpose chip, they built Sohu to do one thing only: run Transformer models.
No graphics. No flexibility. No legacy hardware.
Just Transformers.
That's why Etched claims Sohu delivers up to 20x the performance of an NVIDIA H100 on its target workloads.
Of course, there's a catch.
If AI moves beyond Transformers, Sohu loses its biggest advantage overnight.
It's one of the biggest bets anyone has made in AI hardware.
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