No. 77·中文精读

做过四代TPU的AlphaChip团队创业了:AI设计芯片,芯片再反过来养AI

How Ricursive Intelligence’s Founders are Using AI to Shape The Future of Chip Design

在 Google 做出 AlphaChip 的 Anna Goldie 与 Azalia Mirhoseini 谈用 AI 设计四代 TPU 的经验,以及芯片设计为何成为 AI 进步的关键瓶颈。

节目音频00:00 / 36:59
中文精读由 AI 基于原始访谈改写,非官方翻译,可能存在偏差或错误;表述以原节目为准。

2018年,两个从没画过一天芯片的研究员,拿着AI排布的芯片布局去找谷歌TPU团队,对方看完有点生气:你们展示的这个指标,我们根本不在乎。

八年后,她们的AI用进了连续四代谷歌TPU。2026年1月,这两位研究员在红杉资本的播客Training Data上官宣创业,公司叫Ricursive Intelligence。名字故意拼错一个字母,把Recursive开头的Re换成RI,RI正好是公司全名的头两个字母。

她们是Anna Goldie和Azalia Mirhoseini,谷歌大脑出身,AlphaChip项目的共同负责人,后来分别在Claude和Gemini两个体系里做大模型训练相关的工作。新公司的赌注一句话就能说完:AI来设计芯片,芯片再反过来养大AI。

芯片成了AI最慢的一环

先把问题摆清楚。这轮AI的底层逻辑是规模定律:算力给得越多,模型越聪明。预训练如此,后训练如此,推理时的思考也一样。

但这里有个错位。今天跑AI的主力GPU,最初为图形处理设计,后来被拿去挖矿,再被拿来训练神经网络,理由仅仅是它擅长大矩阵乘法。模型和硬件,从头到尾没被真正一起优化过。

Azalia指出了更根本的麻烦:芯片和模型本该共同设计,但两者的节奏差得太远。设计一颗芯片要几年,新一代AI方法几个月就冒出来。等芯片流片回来,跑在上面的模型早已换了好几茬。她在节目开头就说:

如果能把芯片设计提速,我们就能让工作负载、应用和芯片一起共同设计、共同进化。

这就是「芯片是AI的瓶颈」的含义。她们2018年在谷歌启动AlphaChip,2021年成果登上《自然》杂志,冲的就是这个瓶颈。

被TPU团队骂出来的产品

AlphaChip最早做的甚至和芯片布局无关,是把神经网络映射到芯片上的编译器问题。那个项目效果不错,两人开始找影响力更大的题目,撞上了芯片物理设计里的布局环节,行话叫floorplanning。

这件事难在哪?Azalia给了一组数字:哪怕只是芯片里的一个模块,需要优化的图就有数百万个节点,每个节点都要摆放、布线,还要同时满足功耗、面积、性能的约束,以及台积电这类代工厂在先进制程上定下的物理规则。这是超大规模的组合优化问题,而且每个指标本身都很难评估。

她们的思路是用强化学习训练一个智能体,让它反复尝试不同布局,从好坏结果里学习,越做越强。和以往所有方法的本质区别,是它能从经验里自我改进,就像人类专家解题越多水平越高。

然后是那次著名的碰壁。两人按学术界惯例,先优化了半周长线长这个论文常用指标,兴冲冲拿去展示。Anna回忆,对方真的生气了:

你们给我们看这个干嘛?我们不在乎半周长线长。我们要的是布线后的线长、水平和垂直拥塞、时序违例、功耗和面积。

两人回去接着听、接着改。TPU团队的Mustafa写了一套极快的拥塞和密度成本函数,双方一起把这些真实指标变成优化目标,再用商业工具验证,证明优化这些近似指标确实能换来最终结果上的优势。Anna事后总结了一条经验:要让客户觉得这件事里也有他一份。

信任是这样攒出来的:每周汇报一次,连续两年。TPU芯片太大太复杂,被拆成几十个模块,每个模块由一名工程师或一个小组负责,出了问题就是他的责任。让一个人放弃自己画的布局,选一个AI生成的、看起来歪歪扭扭的方案,还要为此签字担责,唯一的办法是在每一个指标上都赢过人类。

结果摆在数据里:一代接一代,AlphaChip被采用的模块越来越多,覆盖面积越来越大,超人类的幅度也越来越大。谷歌后来发布的AlphaChip博客放了三代TPU的数据,之后它又用进了新的一代,合计四代。Anna说,AI布局和人工基线的差距还在拉大,因为模型见过的模块越来越多,这是AI随数据扩展的天然属性。

外星人的曲线

AlphaGo的第37手出名,是因为人类棋手不会那么下。芯片布局里也有自己的第37手。

人类的习惯是把存储宏单元排得整整齐齐,逻辑放中间,连线横平竖直。AlphaChip的布局里出现了曲线,甚至甜甜圈形状。Anna解释,曲线能减少布线通道,直接压低功耗和时序违例,只是手工做曲线布局太复杂,人类不愿冒这个险。她管这些方案叫「外星人」。

比曲线更关键的是让她们决定创业的那几个时刻:第一次在部分模块上拿到超人类结果;流片回来,芯片真的能跑,这一步出错代价极其昂贵;以及看到模型解决的问题越多,它就越强。Azalia的原话很直白:

到了那个时刻,就没有什么能拦住AI了。它能见过的问题实例,比任何一个人一辈子能做的都多。

AlphaChip当年只覆盖物理设计里的一个环节,而芯片设计还有很多阶段。两人的判断是,今天LLM的能力、图优化方法、合成数据、超大规模分布式算力都到位了,端到端优化整个芯片设计流程的窗口开了,所以是现在。

递归自我改进,以及为什么不只靠大模型

公司名字里的RI,就是核心论点本身。芯片是AI的燃料,规模定律驱动着AI每一步进步。芯片设计得越快、越贴合模型,有效算力就越多,规模定律的曲线就弯得越快,下一代AI来得越早,而下一代AI又能回头把芯片设计得更好。她们要的就是这个递归循环,主持人称它是整个AI竞赛的「根节点问题」。

循环里有个现实问题:训练数据从哪来。开源数据没什么价值;客户愿意给数据,但两人明确不拿客户数据来训练,各家的数据严格隔离。答案是合成数据。两人在Claude和Gemini体系里都做过合成数据和代码领域的训练工作,她们判断合成数据能带来比任何客户所能提供的还要大几个数量级的数据规模。

主持人的问题很尖锐:大模型写代码已经这么强,为什么不顺理成章地学会设计芯片?Azalia的回答是,芯片设计只有一部分和语言、代码相关,更大的部分是芯片的图结构和物理约束,是超大规模组合优化,需要专门的AI方法。她们的路线是混合的:LLM会用得很充分,负责它擅长的阶段;同时为每个阶段打造极快、极专的优化模块,LLM围着这些模块迭代。用对的方法对付对的问题。

从fabless到designless

Anna讲了个行业故事。过去人们认为,没有自己晶圆厂的芯片公司做不大。台积电改变了这一切,催生出一批fabless公司,不用建厂,照样做到万亿美金市值,英伟达是代表。

她们认为历史要重演一次:fabless解决的是「不用自己建厂」,designless要解决的是「不用自己养设计团队」。今天一家公司想做定制芯片,得组建几百到上千人的内部专家团队。而仅推理这一项,全行业今年的开销就超过1000亿美元,还在快速增长。有大规模推理负载的公司,本来都值得拥有一颗为自己的模型定制的芯片,只是养不起那个团队。designless之于芯片,就像云计算之于机房,公司不必再自建机房养运维。

主持人Stephanie数了一圈正在自研芯片的公司:谷歌TPU、亚马逊Trainium、OpenAI和博通的合作,甚至特斯拉。两人的判断是,从模型、数据、软件到芯片的全栈共同设计会越来越多,定制芯片将迎来一场寒武纪大爆发:AR和VR设备、助听器、太空里的芯片。这些体验只有在推理延迟和功耗足够低时才成立。连手机都一样,Anna说,Pixel手机就要为不同温度、不同电压设置留出各种「角落」,太空的温差和辐射只会更极端,需要自己的定制芯片。

第一阶段的客户很明确:英伟达、AMD、ARM、联发科这些已经在设计芯片的公司,帮它们压缩设计周期。但她们不想停在工具层面,终极目标是让任何有大规模工作负载的公司,不需要几百人的团队就能拥有定制芯片。

面对Synopsys和Cadence这对EDA双寡头(主持人Sonya的父母都曾在Cadence工作,两家也都在给自己的工具加AI),Anna说她们来自相反的方向:两人是前沿AI实验室出身,不想用AI一个模块一个模块地替换旧工具,她们想重新想象整个流程,把各阶段放在一起共同优化。

争论、苦涩教训,和一年后的产品

AlphaChip当年在互联网上吵出过不小的动静,有人坚称结果没那么神。Azalia说,AI每次进入一个新领域做出颠覆性东西,都会遇到这种反应,这是「苦涩教训」的一部分:一种靠数据和算力扩展、端到端解决问题的新方法,超过了人们打磨几十年的手艺,接受起来当然难。

有意思的是Anna的一个观察。她原以为最不高兴的会是岗位受威胁的物理设计工程师,实际上工程师们只是怀疑,看到足够多的数据后就接受了。真正被刺痛的,是在旧方法上投入多年的研究者。Anna说得很坦诚:

你把自己的时间、聪明才智甚至一部分灵魂都倒进那些方法里,然后一群外行带着更简单、靠数据和算力堆起来的方法进来,还做得比你好。这确实疼。

但这项工作的外溢比争论大得多:强化学习和图神经网络的方法被推广到芯片设计其他环节,2023年DAC最佳论文用的就是这套思路,一作如今是她们公司的同事;专注AI做芯片设计的会议,比如LLM-Aided Design,也从无到有。Anna还讲了个段子:一位博士生说AlphaChip启发了他整个博士论文,她问怎么读到这篇论文的,对方回答,因为那场争论。

公司成立几周,Jiwoo、Yi-Chen、Dan、Ebrahim等人已经加入。招人横跨两头:芯片设计每个环节的顶尖人才,加上LLM侧的预训练、后训练、强化学习、评测和数据专家。一年内的目标很具体:发布第一个产品,建立强商业合作。这个产品会瞄准芯片设计里最耗时的环节,比今天的工具更端到端。

至于人类工程师干什么?Anna拿Claude Code和Cursor打比方:人不再手写每一行代码,但产出被放大了。AlphaChip已经能批量生成不同取舍下的最优曲线,过去人工生成一个点要几周,现在模型随手就是一大把,人的工作变成探索「我们到底要什么」。Sonya开玩笑总结:以后是vibe code芯片了。

节目最后聊到她们共事过的人:Jeff Dean、Noam Shazeer、Quoc Le。Anna记得Jeff给她的绩效反馈只有一句,「对别人要求更多一些」,还有他对实习生和总裁一视同仁的做派。Quoc Le做了她们近十年的经理,留下两句话:深度学习让我们都成为文艺复兴式的人,可以跨领域做贡献;还有,在公司里要玩得开心。

最后是几条明天就能用的东西:

  • 向怀疑你的人证明自己,别靠一次汇报,靠节奏。每周给数据,连续给两年,再深的怀疑也会被磨穿。
  • 先搞清客户用什么指标考核自己,再展示成果。半周长线长再漂亮,客户在乎的是拥塞和时序。用客户的语言说话。
  • 让客户参与构建方案。成本函数是和TPU团队一起写的,功劳和责任共享,采纳就成了顺水推舟。
  • 审视自己的手艺:它是随经验变强的,还是随数据和算力变强的?如果是后者,尽早把这类方法用到自己的工作里,做那个驾驭它的人。

Azalia对AGI的看法是乐观的:每个人的生产力都会被推到极端,创造的经济价值有望以前所未有的规模分配出去。Anna的版本更朴素:「也许到那时候,我们都能休个假了。」

文稿来源:sequoiacap.com;机器转写可能有识别错误,人名与数字请以音频为准。
id="podcast-transcript" data-framer-component-type="RichTextContainer" style="transform:none">IntroductionAzalia Mirhoseini: Right now we can’t have much of co-design between chips and models because of this asymmetric design cycle for chips, because it takes so long, it takes so much time to design chips that the cycle is—there’s a mismatch between how fast we can create the next generation AI methods and how fast we can build the next generation chips. But if we can make our chips much faster, then we can enable this co-design and co-evolution of workloads, applications and chips altogether. Stephanie Zhan: This week on Training Data, we explore the biggest bottleneck holding back AI: compute and the design of chips themselves. Our guests are the founders of Ricursive Intelligence, Anna Goldie and Azalia Mirhoseini, the team behind Google’s pioneering AlphaChip project that helped design four generations of TPUs. They’re now applying AI to the entire chip design process, transforming the industry from fabless to designless. Anna and Azalia paint a picture of what a Cambrian explosion of custom silicon means. We’ll explore the holy grail topic of recursive self improvement, how AI-designed chips unlock radically creative new chip designs and why democratizing chip design could accelerate the path to superintelligence. Enjoy the show. Main ConversationSonya Huang: Thank you so much for joining us. We’re so excited to celebrate the announcement of Ricursive Intelligence, and congratulations on embarking on this new adventure. Azalia Mirhoseini: Thank you, thank you so much. Stephanie Zhan: To kick off, you’ve said that chip design is the compute bottleneck to advancing AI. Can you share and paint a picture of what’s happening now? What are all the bottlenecks to chip design today? Anna Goldie: I mean, I think when we were saying that, we were kind of alluding to this motivation that we had originally with our moonshot, which was this observation that neural networks, these concepts that have been around for decades, but the AI that came out of it wasn’t that effective until we had more powerful computer systems and chips. And we thought that now that we had very powerful AI systems, we could use those to kind of tackle the bottlenecks in chip design and, you know, create basically more effective compute. So if you see these, like, scaling laws, basically the more compute you apply to training a model or inferring with a model, like, the more intelligence you get out. And we’re seeing that there’s this mismatch. Like, we’re using—say GPUs are, like, originally designed for graphics processing, but we’re somehow repurposing them for crypto and then for training neural networks models—I guess they’re good at, like, large matrix multiplies. But if we could better co-optimize the models and the hardware, we could get more effective compute, and then we could push ourselves out on those effective scaling laws. Sonya Huang: You were the co-creators of AlphaChip at Google, which I think is used in four successive generations now of TPUs. Maybe take us back to that project. How did it get started? What were the key results you drove? Azalia Mirhoseini: Yeah, so we started the project in 2018, and we had some earlier version of placement work that we were interested in solving. And that was not about chip placement, it was about compiler and basically mapping neural networks to chips. So we did that project, we got great results, we published, and we were like, what are the highest impact projects that now we can kind of push this further and have real world impact? And that’s where the chip placement came in the picture. And we started the project working very closely with the TPU team at Google, because back then we didn’t know much at all about how chip design is, how the process is. So we worked very closely with them from very early on. It’s interesting because at the time AI was still very talked about, but nothing like—the scale was nowhere near what it is today. So we had to really kind of work through things and showing them data and, like, constantly iterating over our approach and hearing them what they needed from us, listening to them iterate through the process. And eventually we went from a research concept on chip placement all the way to something that was actually used in product and we could tape out and all that. Stephanie Zhan: I remember one of our very first meals together when it hit me that you were so customer obsessed and had so much empathy for the customer. And I asked you how and why, and you said, “Well, I’ve been working with the TPU team as our customer internally for so many years.” So I think that really kind of gave you that other perspective. What were the TPU team’s early reactions to what you had created? Anna Goldie: I mean they were, like, super skeptical. For example, like, Azalia and I, we were researchers. Like, we had read a bunch of research papers and we were like, okay, there’s this half perimeter wire length, that’s what academics report results on. So we made this RL agent that could optimize half perimeter wire lengths for a placement, and then we were kind of excited about sharing that with them. And we showed these results, and they were actually kind of angry at us, like, “Why are you showing us these results? We don’t care about half perimeter wire length. Like, we want routed wire length, like, horizontal and vertical congestion, timing violations, power consumption area.” And so, you know, we just kept listening to them and we were like, “Okay, so what is the thing that matters?” I think another part is just to make your customer feel like they’re part of it, too. Stephanie Zhan: Yes. Anna Goldie: So for example, we worked with them to create the cost functions that they cared about, approximations of those. So, like, Mustafa, who was on the TPU team, developed these very fast, like, congestion-cost functions, and then we could optimize—and density, and then wire length as well. And then we show results on those, and then we run the commercial tool and we show that this actually correlates to good results on the metrics that they do care about. Azalia Mirhoseini: Yeah. Sonya Huang: So I want to talk about floor planning. And I come from an EDA family, you know, and floor planning is the crown jewel of EDA. Can you say just for our listeners that don’t come from the chip design industry, what exactly that is, and how your technical methods help solve it? Azalia Mirhoseini: Yeah. So floor planning is a process where we place the components of a chip onto the silicon. And the complexity of this process comes from the large size of the input problems. Like, for a block of a chip—not the entire chip, like, a single block in a chip—the graph that we are optimizing could have millions of nodes, and all of these nodes need to be placed and routed, and we need to make sure that all these constraints that earlier we were talking about, like PPA, power area performance are optimized and all the physical constraints are met. So the placement problem has to do with how we can do this such that all those constraints given by these, like, very small technology node sizes given by TSMC and others are met. So we are dealing with a combinatorial optimization problem that’s large scale, but also all the metrics are hard to evaluate and measure. Sonya Huang: Got it. And this traditionally was done together with EDA software like a Cadence or a Synopsys, right? How does your method differ from the classical methods? Azalia Mirhoseini: So what we developed here was a learning-based approach to the problem, where we would train a reinforcement learning agent that would try out different ways to approach the placement problem, and it would learn through interactions with this environment that we built to learn from the positive placement and also the negative examples and iteratively improve itself. So one of the main differences between our approach and all prior approaches was this ability to learn from experience, which would enable the model to self improve. Just like a human expert that becomes better as they solve more instances of the problem and harder problems, our agent was able to kind of exhibit similar behavior. And that was a very major kind of delta and change between what we had in prior approaches. Sonya Huang: Yeah. And I remember with—I mean, if you take AlphaGo as an analogy—move 37 was kind of shocking because it was just so different from how a human player would move. Are you seeing something similar happen with floor planning and chip design? Anna Goldie: Yeah, we saw these very strange, like, curved placements. So there are donut shapes as well. I think humans would tend to make the macros very—so macros are memory components that are larger, and they make them very aligned and then they would put logic maybe in the middle and then the wires would connect all of these components. But if you make the shapes curved, you can reduce the wire lanes, which can reduce the power consumption and timing violations. But it’s just the complexity of making this curve placement was, like, beyond what humans would have wanted to take on or it felt risky to them. So yeah, these aliens. Sonya Huang: [laughs] Stephanie Zhan: What was the moment you realized that this had the potential to transform the entire end-to-end process, not just the floor planning stage, and when you decided that it had the potential to really be a company? Azalia Mirhoseini: There were a few, like, milestones. The first was showing that it works, that it gets the superhuman results on some blocks. And then later on the chip was actually taped out and it came back and it was actually working, which is a big kind of milestone, because it can be really, really costly if for some reason our AI missed something. So those were big moments, the real impact. And also on the algorithmic side, when we saw this kind of self-improvement properties and the fact that our models were becoming better as they solved more problems. Like, that is very—because when we get to that point, then there is no stopping for the AI. They can see more data points and solve more instances of the chip optimization problem than any single human can ever do. So that’s the moment that you’re like, “Yes!” So there’s a lot more potential here. But AlphaChip was targeting a module, a part of physical design. But chip design, as we know, there are many more stages to it and many more components. And right now we think that everything from the state of AI and the capability of AI, both on LLM side and other graph optimizations and other approaches, and the way that we can really scale up these algorithms and enable synthetic data, very large-scale distributed computing, everything is ready to tackle the end-to-end chip design optimization problem. So that’s why we’re excited about doing the company right now. Sonya Huang: Super cool. How do you think about getting the right training data for this market? I think it’s—you know, it is kind of the binding constraint to AI in many ways. And is this a market where you can have, you know, enough synthetic data or self play to be able to bootstrap? Anna Goldie: We’re excited about synthetic data. So obviously there’s some open source data, but it’s not that interesting or meaningful. And, you know, customers are willing to share data with us, but we don’t want to train our models on that because we want to keep their data private and siloed from each other. But synthetic data is where we think there’s the most promise. Like Azalia and I, we’ve been working on synthetic data approaches for LLMs and various code domain tasks across Claude and Gemini. And we see a big opportunity to get a scale of data that would go far beyond what any customer could ever share with us, like, orders and orders of magnitude more. Sonya Huang: With the TPU program, I guess at what moment did the chip experts stop doubting you? And as each successive generation came out, what was the progressive impact of what RL was able to drive in those designs? Anna Goldie: I mean, I think that our approach to the TPU team is like, every week we would show them data over and over again. Sonya Huang: Every week? Anna Goldie: Yeah, every week for like a couple years. Yeah. Because I mean, the stakes are very high here. Like, if there’s something wrong with this layout, like, the setup on the TPU team is like this. The TPU is quite large and complex, so they divide it up into dozens of blocks, and then each block is owned by a human or a team of humans. And that’s their responsibility to get this block right. If anything goes wrong, like, it’s their fault, right? And so they would generate their own layouts in collaboration with commercial tools, and then we would show them our layout, some AI-generated layout. It would look weird, it would be curved. And they would have to say, “Okay, like, I’m picking this AI generated layout over my own layout and I’m taking responsibility for that. I’m also suggesting maybe that, you know, some kind of incompetence maybe on my own part or something—” which is not the case, but—and then I think, yeah, it requires a lot of trust. We have to be better in every single metric for them to choose that. And we saw across each successive generation of TPU that we were being adopted in more and more of the chip block, in more of the area, and also that we were getting increasingly superhuman performance. We published an AlphaChip blog post, I think September last year, we showed this curve. Sonya Huang: Can you say a word on that, on the blog post and the superhuman performance? Anna Goldie: Yeah. I think just that across every single generation that we used, which I think there were three generations shown in the blog post, but it actually was used in another generation after that was published. Every single one, we were seeing more of the area and more, like, increasingly superhuman performance. Azalia Mirhoseini: Yeah. So basically the delta between AlphaChip layouts and the baseline layouts are also growing, which is like—it’s a property of AI and how it scales with data. Anna Goldie: It makes sense, right? AlphaChip was trained on more and more CPU blocks, so it gets better. Sonya Huang: Why is the company called Ricursive? Anna Goldie: Because we’re recursive. We’re AI for chip design and chip design for AI, so recursive self-improvement. In terms of, like, the name, the spelling of the name, so the name itself is Ricursive. So the initials RI, RIcursive Intelligence, are the first two letters of the company’s name. Sonya Huang: What does recursive self-improvement—like, why does that matter for the broader AI race? Just say a word on—I think this is a root node problem. Just say a word on it. Azalia Mirhoseini: Yeah. So chips are the fuel for AI, and scaling laws are driving much of the progress in AI, whether it’s on pre-training, post-training, test time and all that. And so the faster we can make chips that are more custom or better designed for the AIs that we run, the faster we enable this more efficient kind of compute. And that bends the curve for our scaling law, so that means we get to the next generation of AI faster and we can create and design better AIs faster. And so this is a type of recursive self-improvement that we want to see, because our AIs then can help our chips become better and we can design them faster and so on. So that is the recursive self-improvement loop that we are going after. Stephanie Zhan: One of the visions that you have is to transform the industry from just fabless to designless. What does that mean? Anna Goldie: So fabless was basically this concept of it used to be that people thought that no serious chipmaker could exist without their own fab. This was, like, obviously before, like, these multi-trillion dollar companies like Nvidia. You know, TSMC basically created this whole new world where we could have these incredibly valuable fabless companies. So we think that there’s an opportunity to create incredibly valuable companies that don’t need to have their own in-house design teams. So many companies, they serve these models at massive scale. They’re spending, like, you know, I think $100 billion-plus on AI inference alone this year, and it’s growing rapidly. So companies would benefit from, like, maybe custom chips to serve their models or train them, but that requires enormous teams of hundreds or thousands of human experts in house. And we don’t think that’s necessary, so we want to move towards designless paradigm. Stephanie Zhan: That’s fascinating. We’re seeing it come true with obviously Google and TPUs, Amazon with Trainium, also OpenAI and Broadcom, and maybe even Tesla. Sonya Huang: Do you think the future is then—even today there’s almost like model application co-design. Do you think there’s going to be chip application co-design, and even individual companies will have multiple chip architectures as a result? Azalia Mirhoseini: Yes, we think that we are going to see more and more co-design across the deep learning or AI stack, from models and data to software and all the way to the chips. And we are going to enable that. And co-design is really the secret or the path to more efficiency and more performance going forward. But right now we can’t have much of co-design between chips and models because of this asymmetric kind of design cycle for chips, because it takes so long, it takes so much time to design chips, there’s a mismatch between how fast we can create the next generation AI methods and how fast we can build the next generation chips. But if we can make our chips much faster, then we can enable this co-design and co-evolution of workloads, applications and chips altogether. Stephanie Zhan: One of the things that I loved that we talked about early on was that the value you bring isn’t just on reducing the cost it takes to actually design a chip or the speed at which you can accelerate the chip design process, though that is transformative in itself. It’s actually to unlock completely new potential applications and maybe custom silicon as well alongside it. Can you share a little bit about that? What is the Cambrian explosion that you might expect? Anna Goldie: I mean we think computing is going to be increasingly ubiquitous in every aspect of our lives. So, like, obviously there are things like AR/VR, there’s maybe chips in space, even like hearing aids. Like, there are experiences that aren’t possible unless you can serve them at, like, sufficiently low inference like latency or at low enough power. And we think that custom silicon can enable these applications. Azalia Mirhoseini: Yeah, we think that AI is going to be everywhere, in every kind of experience, every aspect of industry and life going forward. And there are chips that would enable these AIs to run. And given the scale, we would want them to run very efficiently and low power, high speed, all of that. And custom silicon is really going to enable that. And we want to enable custom silicon for basically any workload that is being run at sufficient scale. Stephanie Zhan: Since we have the ear of whoever’s listening on the podcast, who might some of your ideal customers be? Azalia Mirhoseini: There are a range of customers that we are envisioning. In the first phase of the company when we are building ways to accelerate, dramatically accelerate the chip design process, our customers would be chip designers like Nvidia, AMD, ARM, MediaTek and all of these companies that are already designing their chips. And all of them would want to pass their design cycle, and we can help them with this technology. But we don’t want to stop there. We want to enable any customer that has a workload or a family of workloads that they want to run that they’re running it at sufficient scale and they would benefit from custom silicon. We want to enable them to have that without having teams of hundreds to thousands of chip designers in their companies. I think that kind of goes back to this Cambrian explosion of chips that we can enable. Sonya Huang: I’d love to talk about the kind of existing incumbents in chip design. So, like, I grew up in a family of Cadence. Mom and dad both worked at Cadence, and I think chip design is a duopoly between Synopsys and Cadence. And I think they’re adding AI to their product suites. How do you see your company playing out versus the incumbents adding AI? Anna Goldie: I think that we see ourselves as sort of coming from the opposite direction. Like, we’re a frontier AI lab. We come from Google Brain or Anthropic, those kind of backgrounds, and we want to rethink or reimagine how chip design can be done. And we think that fundamentally in order to be able to—this isn’t like a point solution thing where we want to replace some module one at a time with AI. We want to reimagine and co-optimize different stages, and we think that an AI approach is necessary here. Sonya Huang: What do people from the chip design industry think of you guys? I would imagine there’s a range from excitement to extreme skepticism. Extreme excitement to extreme skepticism. Stephanie Zhan: Or extreme fear. Sonya Huang: Yeah, what do the chip design folks think of you all? Anna Goldie: I think a lot of them are excited to work with us as potential customers and we’re excited about them, too. And a lot of people are excited to come join us and work together. But yeah, of course, like, what we’re doing is very ambitious. So I’m sure many people are skeptical, too. Sonya Huang: Let’s talk about that for a little bit. Like, there was—you know, there was some internet uproar. You know, micro-niche internet communities love getting spicy, and there was some spiciness around AlphaChip and, like, people from media saying, like “Ah, it’s not really real for X, Y, Z reasons.” Like, what do you think was behind that? And what do you think was valid in that criticism? And what do you think is the important thing that they weren’t realizing? Azalia Mirhoseini: So whenever AI goes to a new field and does something disruptive, we would see reactions like that. And this is not necessarily just for in our case, it appears almost in every other. Anna Goldie: A bitter lesson. Azalia Mirhoseini: And we think yeah, the bitter lesson is part of it. Like, we are true believers in the bitter lesson. And it’s usually a little challenging to kind of like accept that a whole new technology or new way of looking into problems that people have worked on for decades is just coming and is solving things more end to end. And these people, like in this case Anna and I and the AlphaChip team, where we were coming from, not from an EDA kind of background, at least we had not worked on that problem space and now we could come up with solutions that were being productionized and all that. So there’s always this kind of a reaction in the beginning. But somehow the true kind of impact of our work was much bigger than just the problem that we solved. And I can mention some of those. For example, like, doing reinforcement learning, looking into this graph neural net optimizations were applied to many other problems across chip design, including the best paper award at DAC in 2023. Sonya Huang: Nice. Azalia Mirhoseini: The first author of that paper is now our teammate at Ricursive. And that was for physical design. We saw its adoption in other stages of chip design like synthesis and so on. And kind of like the work brought a lot of, like, attention to AI back in 2020 in the chip design field. And we think it’s like one of the most impactful things as a result of our project. Right now, there are conferences—like, we actually are involved in one of them, LLM-Aided Design that are just focused on AI approaches to chip design, which back in the days was not, not a thing. So there are so many positive things happened as a result that we are grateful for that. Anna Goldie: I had a funny interaction at ML for Systems workshop, which is another conference that we had started in 2018. And this person was like, “Oh, AlphaChip inspired my entire PhD thesis.” And I was like, “Oh, that’s wonderful.” And I was like,”So I’m just curious, like, how did you first come across the paper?” And he was like, “Oh, because of the controversy.” Very amusing. I think the thing that surprised me a bit was I thought that the people who would be upset by the work would be, like, physical designers whose jobs were at risk, right? And those physical designers were skeptical. It required a lot of data for them to be able to change their mind and accept that our method worked. But they actually weren’t the people that were upset. It was people who had developed prior methods in the field. And I think in retrospect that makes sense. There’s something painful about, like, you pour your time, your human ingenuity or soul a bit into these methods, and then people come from outside your field and then they’re using sort of in some sense simpler approaches. Like, they’re using things that scale with data and compute and you’re outperforming. It’s a little—it’s painful. Sonya Huang: Totally. Anna Goldie: But, you know, everyone, we can all build on top of this work. Sonya Huang: Yeah, we can all adapt. Anna Goldie: Yeah. Sonya Huang: Can I ask you the opposite question? So I love the bitter lessons answer. I then have the opposite question, which is that while the large language models became so good at coding, for example, why won’t they just naturally become good at chip design? Why does there need to be a specific chip design frontier lab? Azalia Mirhoseini: Yeah, so chip design has a lot of components, and some of them are language and related to language and code, but actually a big chunk of it is not related to language and code, and it has to do with these different properties and graph structure of the chip. And all these constraints that appear, like, these are really, really hard, large scale combinatorial optimization problems that required a custom way of—like, specific kind of approaches from an AI perspective. And our approach here is to apply the right method to every problem. And LLMs, we love them so much and we’re going to use them extensively. We are going to build LLMs that are really useful for some stages of the process, but they’re not going to be sufficient for all of this. So we are going to have our own AIs and specific optimizations for different stages. And those are really important, because unless we design them, those kind of modules that are really fast, really optimized, we can’t iterate around them with LLMs or with other methods. So our approach is going to be a very hybrid kind of multifaceted AI that is [inaudible] this. But we are true believers in AGI and bitter lessons, and we just want to be on the frontier of that with better chips. Stephanie Zhan: What do you think a world with AGI looks like? It’s so hard to imagine the world in ten years or even five, but what do you imagine for whenever that future is? Anna Goldie: I guess AGI, like what does that mean, human level for everything? Like, maybe you just have many employees that are just effectively a bunch of compute powering them. I think eventually maybe we can all take a vacation. Azalia Mirhoseini: It’s just going to be extreme cases of productivity for every single human being. And as a result, we can create a lot of economical value at a scale that is not possible today, and hopefully distributed at a scale that is not possible today. So I have a very optimistic view about the future—about the future when we have AGI. Just lots of good things are going to happen, and if you are careful about it, we can distribute the value to all humans, and that’s great. Sonya Huang: We’re gonna have data centers in space. Anna Goldie: [laughs] Yes, why not? Sonya Huang: And is that gonna require—actually, is that gonna require custom silicon? Because it’s like a different thermal footprint, right? Anna Goldie: Yeah, that’s great. Azalia Mirhoseini: Yeah. There are different requirements in space, from temperature, from all sort of like kind of resistance of the chip and so on. Anna Goldie: Yeah, even working on the Pixel phone, they have different corners. So, like, the phone has to be robust to different temperatures, like different voltage settings. And so yeah, you just have to increase in many more corners, I guess, for these chips. Sonya Huang: Yeah, that’s a good example actually of where the different properties of different—heterogeneous compute. You have different chips, different use cases. I think chips in space. Right now the whole data-centers-in-space field is structured around how do you make existing GPUs perform actually in space. But I think if everything for the [inaudible] for your company works, there’s going to be specific compute for space. Azalia Mirhoseini: Customization for space in this case. Stephanie Zhan: So you’ve already become incredible talent magnets in just the couple weeks since incorporating the company. We have Jiwoo, Yi-Chen, Dan, Ebrahim. What else are you looking for in terms of talent? Anna Goldie: I mean we’re definitely building out on the technical side. So every stage of chip design we’re looking for top talent, but also on the LLM side. Like, we’re a frontier AI lab, so we want people all the way from, like, pre-training, mid-training, post-training, RL training, you know, experts in evaluations, data. And also on the non-technical side we want, you know, operations specialists who can help unlock, like, recruiting, like chief of staff, that kind of thing. Sonya Huang: What do you hope to have accomplished in a year? Anna Goldie: We’re going to release our first product by a year, but yeah. Stephanie Zhan: [laughs] Anna Goldie: Strong commercial partnerships. Azalia Mirhoseini: Yeah, strong partnerships, and we want to have our first product in that timeline that we can offer broadly, not just to our partners, but more broadly to other chip designers. Stephanie Zhan: Anything you’re willing to share in terms of what that first product might look like? Azalia Mirhoseini: Yes, it’s going to accelerate the process. It’s going to tackle the long poles in chip design, and it’s going to be more end to end than the products that we have access to today. Stephanie Zhan: How do you see the role of a human engineer evolving in a world where the design process is automated? What did they end up doing instead with their time and talent? Anna Goldie: I mean, I think there’s, like—our company goes through various phases so, like, the answer to that question maybe changes over time. But, you know, one way to think about it is like, these engineers can come work with us and help us reimagine the process. So that’s one way. Stephanie Zhan: [laughs] Anna Goldie: The other thing is sort of like as humans start working with, like, Claude code or Cursor, you know, maybe they’re not doing as much hands-on coding, but they’re becoming amplified and becoming much more productive through these AI tools. So something like that. Like, for example, even just AlphaChip, we could generate these, like, [inaudible] optimal curves of, like, different trade offs. Like, every one of these points would have taken humans, like, weeks to generate, but we could generate many, many of them because it just takes so little time and compute for this model. So the human can explore, like, what is it we really want, what trade offs we care about? Sonya Huang: So we’re going to vibe code chips? That’s what I heard. Anna Goldie: Maybe that’s not quite—but yeah. Stephanie Zhan: So you’ve worked with some of the greatest of all time: Jeff Dean, Noam Shazeer, many, many more, very closely, Kwak Lee and others. What are some of the lessons that you’ve learned from them or experiences that have really shaped you, and how have they shaped your perspective today? Azalia Mirhoseini: So I think with all of these people that you—and they’re extraordinary. So just setting the bar really high. And all of them are also extremely passionate about what they’re doing. And that’s how Anna and I feel about this company. Like, we are so excited to solve this problem no matter what. So that’s something that we think is very important to actually be successful. And the other thing about them is they’re just really nice people. Anna Goldie: Yeah. Azalia Mirhoseini: And setting that nice culture, collaborative culture, where everyone is heard and everyone can do their best work, that’s, like, a very important, important thing that we want to follow their roots as well. Anna Goldie: That’s right. I think, like, Jeff, for example, like, incredible breadth, incredible depth, incredible speed, but also, like, very high integrity. Like, he treats every single person with, like, respect. It doesn’t matter if they’re, like, president of the universe versus, like, they’re an intern or something. Like, it’s equal treatment. And I think, like, we want to embody that, too. And I just remember, like, Jeff, he actually gave me, like, a performance review, and it was like, the corrective feedback or something. He was like, “Ask for more from other people.” And so I wanted to expect more from others, too. Stephanie Zhan: I like that. I like what you shared. I saw all these photos of Jeff at Neurops running with, like, many people, which I think perfectly encapsulates what you just said. He welcomes others in, and he motivates them and spends time with anyone, no matter what. Anna Goldie: I remember Kwok also. He was our manager almost for 10 years. He was telling us, deep learning makes all of us renaissance people. Like, we can make contributions in many different types of fields. And I think that’s true here as well. And he also said, like, have fun in this company. Actually enjoy. We think that’s important, too. We think if everyone’s having fun, then we’re going to do even better work together. Sonya Huang: I love that. Stephanie Zhan: All right, thank you so much, Anna and Azalia. We’re so excited for your first year at Ricursive, and we’re really, really excited about it being the frontier lab for AI chip design. Azalia Mirhoseini: Thank you so much. Anna Goldie: Thank you. <div class="framer-mcvrsd" id="

Anna Goldie and Azalia Mirhoseini created AlphaChip at Google, using AI to design four generations of TPUs and reducing chip floor planning from months to hours. They explain how chip design has become the critical bottleneck for AI progress -- a process that typically takes years and costs hundreds of millions of dollars. Now at Ricursive Intelligence, they're enabling an evolution of the industry from “fabless” to "designless," where any company can create custom silicon with Ricursive Intelligence. Their vision: recursive self-improvement where AI designs more powerful chips, and faster, accelerating AI itself.

Hosted by Stephanie Zhan and Sonya Huang

本集资源与出处