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“If we can make AI make better chips, then those chips can power the next generation of AI models.” Startup ‘Ricursive Intelligence,’ founded by Azalia Mirhoseini and Anna Goldie, has been building AI tools to do just that: to speed up the chip design process. The company’s name is...

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Chip design takes years. At RAISE Summit, Ricursive says AI can dramatically speed up the process—and that better chips will in turn enable better AI models, creating a recursive cycle of improvement.
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Greg Brockman on AI-designed chips and the future of compute >openai used their own models to design their chips, faster and probably better than human engineers >in the future everyone would have an agent that works 24/7 for them. Restriction: compute, at the moment
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AlphaChip proved that AI chip design can be creative. More curvy, organic looking, inspired by nature. Not Manhattan grid-like structures that humans tend to design. But it took time for Ricursive Intelligence founders Anna Goldie and Azalia Mirhoseini to earn the trust of the TPU team - designs that looked different but were increasingly superhuman performant! Anna and Azalia, co-creators of AlphaChip, dive into the story on our latest Sequoia Capital Training Data pod!
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AlphaChip proved that AI chip design can be creative. More curvy, organic looking, inspired by nature. Not Manhattan grid-like structures that humans tend to design. But it took time for Ricursive Intelligence founders Anna Goldie and Azalia Mirhoseini to earn the trust of the TPU team - designs that looked different but were increasingly superhuman performant! Anna and Azalia, co-creators of AlphaChip, dive into the story on our latest Sequoia Capital Training Data pod!

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24,820 просмотров • 7 месяцев назад

If your chips and models aren't built in lockstep, you're already behind. At VivaTech, Amazon SVP Peter DeSantis—who leads a new org uniting foundation models and custom chips—explained why they have to develop together, not in sequence. 🤝 "If the chips are not telling the model designers what capabilities are coming and where they can optimize, then we're not doing the science necessary to take advantage of those capabilities until the chips are available—and then you're waiting months and months." Amazon has been doing this since day one. That’s why Trainium is a chip of choice for AI companies building applications from large language models to world models and more.
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If your chips and models aren't built in lockstep, you're already behind. At VivaTech, Amazon SVP Peter DeSantis—who leads a new org uniting foundation models and custom chips—explained why they have to develop together, not in sequence. 🤝 "If the chips are not telling the model designers what capabilities are coming and where they can optimize, then we're not doing the science necessary to take advantage of those capabilities until the chips are available—and then you're waiting months and months." Amazon has been doing this since day one. That’s why Trainium is a chip of choice for AI companies building applications from large language models to world models and more.

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74,099 просмотров • 1 месяц назад

🚨 APPLE MAY HAVE JUST EXPOSED HOW EXTREME THE AI CHIP BUBBLE HAS BECOME. Apple is reportedly lobbying the White House for permission to buy memory chips from a Chinese company blacklisted by the Pentagon. Why? Because AI-driven chip prices have gotten so insane that even Apple can’t absorb the costs anymore. DeepSeek already showed the market you could get similar AI results for a fraction of the cost. If Apple starts moving toward cheaper Chinese chips too, the entire AI memory chip BUBBLE could start bursting.
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🚨 APPLE MAY HAVE JUST EXPOSED HOW EXTREME THE AI CHIP BUBBLE HAS BECOME. Apple is reportedly lobbying the White House for permission to buy memory chips from a Chinese company blacklisted by the Pentagon. Why? Because AI-driven chip prices have gotten so insane that even Apple can’t absorb the costs anymore. DeepSeek already showed the market you could get similar AI results for a fraction of the cost. If Apple starts moving toward cheaper Chinese chips too, the entire AI memory chip BUBBLE could start bursting.

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We gave our AI system a spec, and in under 2 weeks, it designed, verified, and deployed a chip that beats NVIDIA. It’s built for low-power physical AI workloads. We’re running live inference on >B+ parameter models like Llama, Qwen, and Kimi, serving at 3.4x better perf/watt than NVIDIA Jetson. From just a specification, our AI system autonomously generated all of the RTL Design, UVM verification, formal proofs, firmware, drivers, and kernels, co-designing the model, software and silicon as one optimization loop. Better AI can now design better chips to run AI, leading to a loop of recursive-self improvement towards our path to abundant intelligence.
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We gave our AI system a spec, and in under 2 weeks, it designed, verified, and deployed a chip that beats NVIDIA. It’s built for low-power physical AI workloads. We’re running live inference on >B+ parameter models like Llama, Qwen, and Kimi, serving at 3.4x better perf/watt than NVIDIA Jetson. From just a specification, our AI system autonomously generated all of the RTL Design, UVM verification, formal proofs, firmware, drivers, and kernels, co-designing the model, software and silicon as one optimization loop. Better AI can now design better chips to run AI, leading to a loop of recursive-self improvement towards our path to abundant intelligence.

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The UK Government has just announced a £1.1bn package for AI Hardware! LETS GO Here's what is in the package: > £750m for a national AI supercomputer that will run on a heterogeneous mixed chip system (which Danyal Akarca and Callosum are building the future for) > Of the £750m, £400m will go towards equipping the UK’s AI supercomputer with next-generation chips, which could include buying chips from UK companies OLIX and Fractile > £120m will fund a new AI Hardware Innovation Programme to give british companies the funding to design, develop and test innovative novel chips > £20m+ of the programme will expand the Scaling Inference Lab, delivered by ARIA and CommonAI > £45 million in new support for skills including backing doctoral training and undergraduate bursaries to train more engineers, chip designers and technicians I caught up with the Minister of AI Kanishka Narayan MP to get all the details. LETS GO amazing news 👏
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What actually goes into a data center? Guru Chahal🇺🇸 whiteboards the entire stack - across land, power, cooling, storage, networking, compute - and shares where we're seeing the most interesting innovation + startup opportunities → Base Power: virtual power plants from residential batteries → Periodic Labs: using AI to discover new materials - ones that run cooler, conduct better, and waste less power → Nexthop AI: network switches that are 10–15% more power efficient than what's on the market → Unconventional AI: AI chips modeled after how the human brain works, targeting 100–1,000x better power efficiency → Ricursive Intelligence: AI to design chips. Today a first chip costs $100M and takes 2–3 years. They want to build in months, at a fraction of the cost → better materials → cheaper experiments → more chip designs → more efficient chips → less power → and what happens when you package all of this into a satellite and put it in orbit 🚀 As trillions of dollars of infrastructure flow into building the "AI factory", every layer of the intelligence economy is being rebuilt at once. Who are we missing? We'd love to meet if you are building somewhere on this stack.
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What actually goes into a data center? Guru Chahal🇺🇸 whiteboards the entire stack - across land, power, cooling, storage, networking, compute - and shares where we're seeing the most interesting innovation + startup opportunities → Base Power: virtual power plants from residential batteries → Periodic Labs: using AI to discover new materials - ones that run cooler, conduct better, and waste less power → Nexthop AI: network switches that are 10–15% more power efficient than what's on the market → Unconventional AI: AI chips modeled after how the human brain works, targeting 100–1,000x better power efficiency → Ricursive Intelligence: AI to design chips. Today a first chip costs $100M and takes 2–3 years. They want to build in months, at a fraction of the cost → better materials → cheaper experiments → more chip designs → more efficient chips → less power → and what happens when you package all of this into a satellite and put it in orbit 🚀 As trillions of dollars of infrastructure flow into building the "AI factory", every layer of the intelligence economy is being rebuilt at once. Who are we missing? We'd love to meet if you are building somewhere on this stack.

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Elon Musk: For the next few years, I think America is likely to win the artificial intelligence race. But that early lead is fragile and short-lived. Ultimately, the global victor will be decided by a single factor: it will be a function of who controls the AI chip fabrication. The factories that make the AI chips, who controls them? That is where the real power lies. If those facilities are controlled, if more of them are controlled by China, then China will win the future of AI. Right now, almost all the advanced AI chip factories, they call them fabs, are located in Taiwan. That immense concentration of manufacturing creates a massive vulnerability for the rest of the globe. If China invades Taiwan, what happens to the world? Well, if they were to invade in the near term, the entire world would essentially be cut off from advanced AI chips overnight. Everything would grind to a halt. Currently, one hundred percent of advanced AI chips are made in Taiwan. We are relying entirely on a single location for the critical hardware that will define the next era of human technology and military dominance. Bringing that manufacturing power back home and securing our own supply chain is absolutely essential for national security, and the harsh reality is that we are simply not doing enough to prepare.
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Elon Musk: For the next few years, I think America is likely to win the artificial intelligence race. But that early lead is fragile and short-lived. Ultimately, the global victor will be decided by a single factor: it will be a function of who controls the AI chip fabrication. The factories that make the AI chips, who controls them? That is where the real power lies. If those facilities are controlled, if more of them are controlled by China, then China will win the future of AI. Right now, almost all the advanced AI chip factories, they call them fabs, are located in Taiwan. That immense concentration of manufacturing creates a massive vulnerability for the rest of the globe. If China invades Taiwan, what happens to the world? Well, if they were to invade in the near term, the entire world would essentially be cut off from advanced AI chips overnight. Everything would grind to a halt. Currently, one hundred percent of advanced AI chips are made in Taiwan. We are relying entirely on a single location for the critical hardware that will define the next era of human technology and military dominance. Bringing that manufacturing power back home and securing our own supply chain is absolutely essential for national security, and the harsh reality is that we are simply not doing enough to prepare.

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🚨 ELON MUSK: "For the next few years, I think America is likely to win the AI race. Then it will be a function of who controls the AI chip fabrication, the factories that make the AI chips who controls them. If more of them will be controlled by China, then China will win."
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🚨 ELON MUSK: "For the next few years, I think America is likely to win the AI race. Then it will be a function of who controls the AI chip fabrication, the factories that make the AI chips who controls them. If more of them will be controlled by China, then China will win."

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"For the next few years, I think America is likely to win the AI race. Then it will be a function of who controls the AI chip fabrication, the factories that make the AI chips who controls them. If more of them will be controlled by China, then China will win." 一 Elon Musk
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"For the next few years, I think America is likely to win the AI race. Then it will be a function of who controls the AI chip fabrication, the factories that make the AI chips who controls them. If more of them will be controlled by China, then China will win." 一 Elon Musk

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Is uranium the future of AI? As demand for cloud computing and AI models continues to explode, the real bottleneck is becoming power. That’s what led me to start looking at nuclear energy and uranium. Small modular reactors could become a major part of the solution, and if AI keeps demanding more electricity, the commodities that power that infrastructure could become just as important as the chips themselves.
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Is uranium the future of AI? As demand for cloud computing and AI models continues to explode, the real bottleneck is becoming power. That’s what led me to start looking at nuclear energy and uranium. Small modular reactors could become a major part of the solution, and if AI keeps demanding more electricity, the commodities that power that infrastructure could become just as important as the chips themselves.

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Elon Musk explains how data centers in Space could help the US compete with China in AI “Given that Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems that if they had a lot of compute, there’s a good chance they would be the leaders. The constraints on AI are essentially electricity and AI chips. China is very strong in digital AI, and it has far more electricity than the United States. In fact, China already has more electricity than the United States, Europe and India combined. The US government can prevent US companies from using Chinese models, but it can’t stop the rest of the world from using them. That won’t stop China from becoming the leader in AI. Digital intelligence comes down to how much AI compute, how many chips and how much electricity you have. The current constraint is electricity outside China. In China, the constraint is chips. China is also closer than most people realize to solving the lithography problem, which would enable it to make AI chips in very large volumes. Once we address the power constraint with AI data centers in space, the constraint will once again be chips outside China.”
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Elon Musk explains how data centers in Space could help the US compete with China in AI “Given that Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems that if they had a lot of compute, there’s a good chance they would be the leaders. The constraints on AI are essentially electricity and AI chips. China is very strong in digital AI, and it has far more electricity than the United States. In fact, China already has more electricity than the United States, Europe and India combined. The US government can prevent US companies from using Chinese models, but it can’t stop the rest of the world from using them. That won’t stop China from becoming the leader in AI. Digital intelligence comes down to how much AI compute, how many chips and how much electricity you have. The current constraint is electricity outside China. In China, the constraint is chips. China is also closer than most people realize to solving the lithography problem, which would enable it to make AI chips in very large volumes. Once we address the power constraint with AI data centers in space, the constraint will once again be chips outside China.”

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ELON MUSK: "For the next few years America is likely to win the race in AI. Then it will be a function of who controls the AI chip fabrication. If more of the factories are owned by China then China will win. Right now all the chip fabs are in Taiwan. 100%. If China invades Taiwan in the near term the world will be cut off from advanced AI chips. I think it's essential for national security that we begin manufacturing our own chips in the US."
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ELON MUSK: "For the next few years America is likely to win the race in AI. Then it will be a function of who controls the AI chip fabrication. If more of the factories are owned by China then China will win. Right now all the chip fabs are in Taiwan. 100%. If China invades Taiwan in the near term the world will be cut off from advanced AI chips. I think it's essential for national security that we begin manufacturing our own chips in the US."

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ELON MUSK: “FOR THE NEXT FEW YEARS AMERICA IS LIKELY TO WIN THE RACE IN AI. THEN IT WILL BE A FUNCTION OF WHO CONTROLS THE AI CHIP FABRICATION. IF MORE OF THE FACTORIES ARE OWNED BY CHINA THEN CHINA WILL WIN." "RIGHT NOW ALL THE CHIP FABS ARE IN TAIWAN. 100%." "IF CHINA INVADES TAIWAN IN THE NEAR TERM THE WORLD WILL BE CUT OFF FROM ADVANCED AI CHIPS." "I THINK IT'S ESSENTIAL FOR NATIONAL SECURITY THAT WE BEGIN MANUFACTURING OUR OWN CHIPS IN THE US.”
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ELON MUSK: “FOR THE NEXT FEW YEARS AMERICA IS LIKELY TO WIN THE RACE IN AI. THEN IT WILL BE A FUNCTION OF WHO CONTROLS THE AI CHIP FABRICATION. IF MORE OF THE FACTORIES ARE OWNED BY CHINA THEN CHINA WILL WIN." "RIGHT NOW ALL THE CHIP FABS ARE IN TAIWAN. 100%." "IF CHINA INVADES TAIWAN IN THE NEAR TERM THE WORLD WILL BE CUT OFF FROM ADVANCED AI CHIPS." "I THINK IT'S ESSENTIAL FOR NATIONAL SECURITY THAT WE BEGIN MANUFACTURING OUR OWN CHIPS IN THE US.”

Vivek Sen

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ELON MUSK: “FOR THE NEXT FEW YEARS AMERICA IS LIKELY TO WIN THE RACE IN AI. THEN IT WILL BE A FUNCTION OF WHO CONTROLS THE AI CHIP FABRICATION. IF MORE OF THE FACTORIES ARE OWNED BY CHINA THEN CHINA WILL WIN." "RIGHT NOW ALL THE CHIP FABS ARE IN TAIWAN. 100%." "IF CHINA INVADES TAIWAN IN THE NEAR TERM THE WORLD WILL BE CUT OFF FROM ADVANCED AI CHIPS." "I THINK IT'S ESSENTIAL FOR NATIONAL SECURITY THAT WE BEGIN MANUFACTURING OUR OWN CHIPS IN THE US.”
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ELON MUSK: “FOR THE NEXT FEW YEARS AMERICA IS LIKELY TO WIN THE RACE IN AI. THEN IT WILL BE A FUNCTION OF WHO CONTROLS THE AI CHIP FABRICATION. IF MORE OF THE FACTORIES ARE OWNED BY CHINA THEN CHINA WILL WIN." "RIGHT NOW ALL THE CHIP FABS ARE IN TAIWAN. 100%." "IF CHINA INVADES TAIWAN IN THE NEAR TERM THE WORLD WILL BE CUT OFF FROM ADVANCED AI CHIPS." "I THINK IT'S ESSENTIAL FOR NATIONAL SECURITY THAT WE BEGIN MANUFACTURING OUR OWN CHIPS IN THE US.”

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Our AI for chip design method AlphaChip has transformed the way we design microchips. ⚡ From helping to design state-of-the-art TPUs for building AI models to CPUs in data centers - its widespread impact can be seen across Alphabet and beyond. Find out more →
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"If Britain could secure just 5% of the AI chips market, it would bring $50bn in revenue to the UK with tens of thousands of high paid jobs in tech." Liz Kendall launches AI Hardware Plan to back British firms developing the chips and computing power behind AI London Tech Week
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"If Britain could secure just 5% of the AI chips market, it would bring $50bn in revenue to the UK with tens of thousands of high paid jobs in tech." Liz Kendall launches AI Hardware Plan to back British firms developing the chips and computing power behind AI London Tech Week

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14,250 просмотров • 2 месяцев назад