
Etched is developing frontier inference clusters with extreme vertical integration, including chips, racks, software, manufacturing, and production, and has raised $800M with a $1B+ backlog, producing its first chip, A0, on TSMC 4nm. OpenAI's GPT-5.6 is restricted to select partners, with only Sol, the most advanced model, available, and is expected to be US-only initially. The Codex app has seen rapid adoption, with 6x more users since February and nearly 100% of OpenAI employees using it. Render provides chainable compute and workflows, while Replit offers a desktop app and a redaction tool for PII. Zaro and Tau
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