Naveen Rao's Startup Taped Out Custom AI Chip in 5 Months, Demonstrates On-Chip Causal Dynamics
NaveenGRao · x · 2026-09-17
Naveen Rao disclosed his hardware startup's progress: from no team in January to tape-out in five months, aided by AI-tightened research loops. At the All-In conf he showed a causal dynamics model running on chip, generating sequences in learned pixel space ("we taught the system to count"). He argues energy-to-intelligence efficiency confers a structural advantage, with new physical primitives and more products in the pipeline.
More from Infra
- Ciena sets 3-year targets: ~30% annual revenue growth, ~50% gross margin as quiet AI winner — kevinsxu · 2026-09-17
- If compute demand outpaces supply, distributed general-purpose computing could win — gajesh · 2026-09-17
- Framework Desktop with 128GB unified memory: Qwen 27B-35B beats bigger local models — lebbi · 2026-09-17
- Alchemy ships official coding-agent prompt for its TypeScript IaC tool — samgoodwin89 · 2026-09-17
- Close-up of Ayar Labs optical interconnect solution on GPU tray — BenBajarin · 2026-09-17
- Apple reportedly building enterprise AI server with its own M8 Ultra chips, launching no earlier than 2029 — The Decoder · 2026-09-17