Ricursive Intelligence is betting on AI-designed chips to help solve the compute crisis

“There is this understanding that in the next five years we are going to have at least 10,000x more demand for compute, and that’s somewhat potentially conservative,” Goldie said on stage. “So we don’t want to build 10,000 times more data centers. We think that we need to help by making chips that are more efficient, that use the bandwidth in those data centers more efficiently, that use the wafers and fabs more efficiently, because even if we make in space or something, I don’t know, you won’t see the sun anymore.”

While some may be scared by the thought of AI designing its own chips, Goldie argues that letting AI handle chip design will allow humans can focus on developing applications and exploring new possibilities that can expand what they can accomplish with computing.

“I think the way everything is shifting is that humans come bring their great ideas and creative thoughts, and execution is handled by AI,” Goldie said. “And this is happening in chip design, software development, and other places. And that’s something that recursive does for chip design.”

The founders say AI is challenging traditional chip design methods by discovering unconventional layouts that can outperform traditional ones. For example, AlphaChip, the AI system the founders previously developed, produced a circular, “donut-shaped” arrangement of chip components that initially surprised engineers but ultimately proved to be successful.

They explained that they are optimizing entire chips rather than following the traditional approach of partitioning them into dozens of smaller blocks. This approach allows AI to create intricate patterns, including wave-like designs, which the pair said they plan to share more about in the future.

The founders also argued that AI-designed chips will make it possible to create all sorts of chips that might not have been possible before.

“If it takes six months or a year or two years to design a new chip, then you really have to be extremely selective about the chips that you design,” Goldie said. “But if you can design a chip in like a week, and then say for manufacturing, you can design custom chips for all sorts of different types of applications in like space and AR, VR, and you biological computing, and it makes sense financially to do that, and we can be more energy efficient.”