AI chip startup Ricursive hits $4B valuation two months after launch

Source: techcrunch
Author: Julie Bort
Published: 1/27/2026
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Read original articleRicursive Intelligence, an AI chip startup founded by former Google researchers Anna Goldie (CEO) and Azalia Mirhoseini (CTO), has rapidly achieved a $4 billion valuation just two months after its formal launch. The company raised $300 million in a Series A round led by Lightspeed, bringing its total funding to $335 million. Ricursive is developing an AI system capable of designing and autonomously improving AI chips, including creating its own silicon substrate layer to accelerate chip advancements. The founders’ prior work on reinforcement learning for chip layout design has been instrumental in four generations of Google’s TPU chips.
Ricursive is part of a broader trend of startups focused on AI systems that self-improve hardware. Notably, it should not be confused with Recursive, another AI startup working on similar self-improving AI systems and reportedly also targeting a $4 billion valuation. Additionally, Naveen Rao’s Unconventional AI recently raised a $475 million seed round at a $4.5
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AI-chipssemiconductor-materialschip-design-automationsilicon-substratereinforcement-learningAI-hardwarestartup-funding