AI That Designs Its Own Chips: Ricursive's Anna Goldie and Azalia Mirhoseini
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摘要
At AI Ascent 2026, Anna Goldie and Azalia Mirhoseini, co-founders of Ricursive Intelligence, introduce the company and the thesis behind it: AI should design the chips that train AI. The two have spent the last decade building the foundations for this together at Google Brain, DeepMind, Anthropic, and Stanford, including AlphaChip, the deep reinforcement learning system that has shipped on the last four generations of Google's TPUs. They walk through Ricursive Intelligence's three-phase plan: first, accelerating chip design with AI tools that run a hundred thousand times faster than today's commercial software; second, becoming the "design-less" platform that lets any company with a meaningful workload commission custom silicon, just as TSMC enabled the fabless era; and third, vertical integration into their own chips and models. Plus why AI-generated chip layouts come out looking organic and curved instead of the rigid grids human engineers produce, and what that says about how AI is going to redesign the rest of physical engineering.
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