Production Finance

Etched is building hardware for frontier intelligence. We co-design chips, racks, software, and manufacturing to deliver best-in-class throughput and latency across both prefill and decode workloads. Our first products are heavily focused on inference. Backed by hundreds of millions from top-tier investors and staffed by leading engineers, Etched is redefining the infrastructure layer for the fastest growing industry in history.

As AI models become larger, more capable, and more widely deployed, the economics of compute increasingly determine what products can be built, how they are priced, and how quickly they can scale. We are looking for a Product Finance Lead to own the financial strategy behind our products from silicon economics through customer monetization. This role will connect product cost, manufacturing, supply, pricing, and margin into a single view of the business, helping Etched make the highest-leverage decisions across our product roadmap.

This is a high-ownership role for someone who genuinely loves to model and is energized by hard, ambiguous questions. You will work across Product, Engineering, Production, Supply Chain, GTM, and Finance to understand the economics of what we build, what it costs to produce, how we bring it to market, and where we should invest next. You will be expected to form a point of view, defend it with rigorous analysis, and drive decisions. A deep interest in AI infrastructure and an understanding of semiconductor and hardware economics will make you especially effective here.

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• Significant experience in finance, strategy, or another analytically rigorous role, with demonstrated ownership of complex financial or operational decisions.

• Exceptional financial modeling skills. You can build sophisticated operating models from the ground up and genuinely enjoy doing it.

• Experience with product cost, manufacturing, inventory, supply planning, or hardware unit economics.

• Ability to take an ambiguous question, structure the analysis, develop a point of view, and independently drive it through to a decision.

• Strong analytical skills and comfort working with large, messy datasets to identify the few insights that actually matter.

• The judgment and conviction to make recommendations with imperfect information, paired with the willingness to update your view as new information emerges.

• Strong cross-functional instincts and the ability to work effectively with technical, operational, commercial, and finance teams.

• Excellent communication skills, particularly the ability to translate complicated financial and technical concepts into clear recommendations for executives and non-finance audiences.

• Advanced Excel or Google Sheets proficiency.

• Experience in semiconductors, AI infrastructure, data center hardware, or another technically complex hardware business.

• Deep familiarity with semiconductor manufacturing economics, including wafers, yields, packaging, components, inventory, purchase commitments, and product ramps.

• Experience owning pricing, monetization, or product finance for a hardware or infrastructure product.

• Experience evaluating customer total cost of ownership and translating technical performance advantages into pricing and commercial strategy.

• Experience building or improving financial systems, dashboards, and automated reporting processes.

• Familiarity with ERP, BI, data visualization, or financial planning tools.

• Experience partnering directly with manufacturing, supply chain, engineering, or product organizations.

• A deep interest in AI infrastructure and a perspective on where AI compute economics are heading.

Etched believes in the Bitter Lesson. We are the first inference-focused frontier AI system, betting early on transformer and transformer-like architectures and on increasing model sizes. Our addressable market is the entirety of inference, unlike many of our competitors.

We are a fully in-person team in San Jose (Santana Row), and greatly value engineering skills. We do not have boundaries between engineering and research, and we expect all of our technical staff to contribute to both and work across disciplines as needed.