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Very excited to announced Race’s Fund 2.
It's been an interesting year but there is no team I rather work with @chuang_alfred, @edithyeung @chrismccann @tonywongk, Susan and Liz.
Thank you to all the Race founders that have given us the opportunity to be part of their journey!
We are excited to announce our oversubscribed $181M @RaceCapital Fund II 💪
Check out our announcement on Bloomberg by @hgmiller29 -> bloomberg.com/news/articles/…
bernard chan retweeted
Super fun working with the SemiAnalysis team for the past few weeks @maxkan @AndrewMegalaa.
Go check out how we made our legal tasks gdpx.semianalysis.com/domain…!
Impressive to see how @linewiseAI with the help of @inco_ai was able to analyze 16,190 hours of video data in just 1 day - saving what would have take a human 8 years to review!
One week of our video data: 16,190 hours. A full-time worker would need 8 years to watch it.
Our agent-native infra analyzes it in a day, with inference on @inco_ai: 31× the throughput per GPU at 1/15 the cost per hour of video.
RSI for Chip Design 🔁🔁
Replying to @architectlabs
We deployed Qwen3 on Redwood and exposed it as an inference endpoint within our AI system. Through repeated sampling, the AI model discovered multiple timing improvements and kernel optimizations for several of its own operations, all at near zero inference cost.
We believe this is one of the earliest demonstrations of recursive self-improvement: an AI system designed an AI accelerator, deployed an AI model on it, and used that model to improve a following generation of the accelerator.
Better AI can now design better chips to run AI, leading to a loop of recursive-self improvement towards our path to abundant intelligence.
bernard chan retweeted
We deployed Qwen3 on Redwood and exposed it as an inference endpoint within our AI system. Through repeated sampling, the AI model discovered multiple timing improvements and kernel optimizations for several of its own operations, all at near zero inference cost.
We believe this is one of the earliest demonstrations of recursive self-improvement: an AI system designed an AI accelerator, deployed an AI model on it, and used that model to improve a following generation of the accelerator.
Better AI can now design better chips to run AI, leading to a loop of recursive-self improvement towards our path to abundant intelligence.
Excited for @architectlabs’ newest Redwood release - an AI accelerator designed, verified and deployed end-to-end by their AI system.
Two human architects initially wrote the spec. Everything from RTL, verification, formal proofs, firmware, drivers, and custom kernels was then generated and verified autonomously in under two weeks.
Custom ASICs will be needed to serve the most demanding workloads.
Excited to see an awesome first step towards a future where AI will design its own chip that it runs on!
We gave our AI system a spec, and in under 2 weeks, it designed, verified, and deployed a chip that beats NVIDIA.
It’s built for low-power physical AI workloads. We’re running live inference on >B+ parameter models like Llama, Qwen, and Kimi, serving at 3.4x better perf/watt than NVIDIA Jetson.
From just a specification, our AI system autonomously generated all of the RTL Design, UVM verification, formal proofs, firmware, drivers, and kernels, co-designing the model, software and silicon as one optimization loop.
Better AI can now design better chips to run AI, leading to a loop of recursive-self improvement towards our path to abundant intelligence.
Readers added context they thought people might want to know
Architect Labs did not manufacture a physical chip; the design was tested on a commercial AMD Versal FPGA board. Furthermore, the 3.4x perf/watt gain over NVIDIA Jetson is a simulation-based projection for a future 8nm ASIC, not a physical benchmark. businessinsider.com/architect-labs… architectlabs.com/architect-labs…
bernard chan retweeted
The world needs far more chip designs than the industry can produce today. AI workloads change every few months, and they are spreading beyond data centers into robotics, defense, wearables, and nearly every device around us. The silicon underneath still takes years and hundreds of millions of dollars to build, and the expertise to do it sits with a few hundred people at a handful of companies.
That gap is why @architectlabs exists. In a new @DanielNenni (semiwiki) feature, our co-founders @axi_master and @aadityasubedi_ share the company's vision to reimagine how the world gets from software to silicon. We are building an end-to-end AI system that designs and verifies chips, so any organization or sovereign nation with a demanding workload can co-design the hardware towards the industry's path to superintelligence.
Read the full piece in the thread:
bernard chan retweeted
Replying to @farhunky @Ultraroboticsco
We’re already processing thousands of hours a week for our customers today. If you have data you want us to look at, drop it here and we'll respond within the next 24 hours app.shotwell.ai/
bernard chan retweeted
Send us your data today, and get it annotated by tomorrow. The best demos happen on your own data!
Replying to @farhunky @Ultraroboticsco
We’re already processing thousands of hours a week for our customers today. If you have data you want us to look at, drop it here and we'll respond within the next 24 hours app.shotwell.ai/
bernard chan retweeted
We will be showing some cool things at DAC!
We're heading to DAC 2026.
Find us at Booth 943, July 27-29 at the Long Beach Convention Center. We'll be showing what we've been building, with live demos and real hardware up and running. Our AI and hardware researchers will be around all three days, and we're giving a presentation during the show as well. There's swag and gifts waiting for everyone who stops by.
If you're working anywhere in the chips-to-systems world, come meet us. Bring your hardest questions, our researchers like those best.
Come say hi, or grab time with us ahead of the show for 1-1 or deeper discussions: architectlabs.com/blog/dac20…
See you in Long Beach.
#DAC2026 #ChipDesign #AI
bernard chan retweeted
Our launch last week, spotted in Times Square. Thanks to everyone, and we are just getting started!
Today, @aadityasubedi_ and I are excited to introduce @architectlabs.
We are building the AI system to design and provably verify chips for the world's most demanding workloads.
AI scaling is fundamentally changing the economics of hardware infrastructure. As models scale, become more capable, and more widely deployed, the bottleneck is shifting from software and models alone to the physical infrastructure that runs it: specialized compute, memory, networking, interconnects, and full-stack system design.
General-purpose hardware is no longer enough, and the world is racing to spin up new chip programs. This is not just true across datacenter training and inference, but everywhere AI enters the physical world: robotics, autonomous systems, spatial computing, defense, personal devices, industrial automation, and scientific instruments.
But designing a chip today remains one of the most gated efforts in modern technology.
A modern chip program takes years, costs hundreds of millions of dollars, and depends on a shrinking pool of expertise concentrated inside a small number of companies.
Architect Labs is a foundational lab building an AI system that designs and provably verifies chips end-to-end. We partner with semiconductor and workload companies, AI labs, and nations to turn demanding workloads into purpose-built chips, on demand at scale. We aim to drastically accelerate chip design, so that the models, software and chip designs can co-evolve together, accelerating the industry’s path to superintelligence.
Two decades ago, the fabless revolution made it possible to build a chip company without owning a fab. TSMC made world-class manufacturing available to anyone with a design. We aim to do the same for chip design itself: enable any organization with a workload, or specification, to get a purpose-built chip design that unlocks scale and distribution of intelligence impossible with current hardware paradigms.
Our founding team collectively has taped out 80+ production chips, led $10B datacenter product lines, been core contributors to Meta’s AI silicon, architected and designed one of the first neuromorphic chips out of Intel, led research teams at Anthropic, xAI, and Google DeepMind, and contributed to fundamental AI research across nearly every frontier lab.
We have already partnered with semiconductor companies to accelerate their chip programs, and some of our AI-generated chip designs are going to tape out on leading-edge foundry nodes later this year.
We’ve also raised a $24M seed round led by @stevejang from @KindredVentures , with participation from @TQVentures , @RaceCapital , @scaletogether , @ora, and Link Ventures.
We are grateful for the support of our angels and advisors, including @snsf , @lukaszkaiser , @AravSrinivas , Kunle Olukotun, @tlbtlbtlb, @alexwg, Siddharth Nath, Thierry Tambe, @arashf , @ekaurghar, @CHHubbell, Selene Casabal, @semiDL , and engineering leaders from OpenAI, NVIDIA, Google DeepMind, Intel and more.
The next great scaling law may not come from the models alone. It will come from making the physical substrate of intelligence programmable. We exist to bring this future to life.
Custom silicon used to be reserved for companies like Google, Amazon, and Tesla. @architectlabs is changing that.
Excited to announce @RaceCapital's investment in their $24M seed round to build the Frontier AI lab for custom silicon.
They are developing AI systems that explores, designs and provably verifies chips for the world's most demanding workloads fully autonomously. No RTL. No army of hardware engineers.
@axi_master and @aadityasubedi_ have assembled an amazing team of researchers from Anthropic, Deepmind and XAI, unlike any we've seen at the seed stage, with deep experience across both AI research and silicon. Collectively, the team has contributed to more than 80 tapeouts.
The model capabilities are there. The hardware underneath hasn't kept up.
Architect is closing that gap and we believe they will lead the Designless Era for chips.
Read more on our investment in Architect: lnkd.in/eKEe8VT9
Today, @aadityasubedi_ and I are excited to introduce @architectlabs.
We are building the AI system to design and provably verify chips for the world's most demanding workloads.
AI scaling is fundamentally changing the economics of hardware infrastructure. As models scale, become more capable, and more widely deployed, the bottleneck is shifting from software and models alone to the physical infrastructure that runs it: specialized compute, memory, networking, interconnects, and full-stack system design.
General-purpose hardware is no longer enough, and the world is racing to spin up new chip programs. This is not just true across datacenter training and inference, but everywhere AI enters the physical world: robotics, autonomous systems, spatial computing, defense, personal devices, industrial automation, and scientific instruments.
But designing a chip today remains one of the most gated efforts in modern technology.
A modern chip program takes years, costs hundreds of millions of dollars, and depends on a shrinking pool of expertise concentrated inside a small number of companies.
Architect Labs is a foundational lab building an AI system that designs and provably verifies chips end-to-end. We partner with semiconductor and workload companies, AI labs, and nations to turn demanding workloads into purpose-built chips, on demand at scale. We aim to drastically accelerate chip design, so that the models, software and chip designs can co-evolve together, accelerating the industry’s path to superintelligence.
Two decades ago, the fabless revolution made it possible to build a chip company without owning a fab. TSMC made world-class manufacturing available to anyone with a design. We aim to do the same for chip design itself: enable any organization with a workload, or specification, to get a purpose-built chip design that unlocks scale and distribution of intelligence impossible with current hardware paradigms.
Our founding team collectively has taped out 80+ production chips, led $10B datacenter product lines, been core contributors to Meta’s AI silicon, architected and designed one of the first neuromorphic chips out of Intel, led research teams at Anthropic, xAI, and Google DeepMind, and contributed to fundamental AI research across nearly every frontier lab.
We have already partnered with semiconductor companies to accelerate their chip programs, and some of our AI-generated chip designs are going to tape out on leading-edge foundry nodes later this year.
We’ve also raised a $24M seed round led by @stevejang from @KindredVentures , with participation from @TQVentures , @RaceCapital , @scaletogether , @ora, and Link Ventures.
We are grateful for the support of our angels and advisors, including @snsf , @lukaszkaiser , @AravSrinivas , Kunle Olukotun, @tlbtlbtlb, @alexwg, Siddharth Nath, Thierry Tambe, @arashf , @ekaurghar, @CHHubbell, Selene Casabal, @semiDL , and engineering leaders from OpenAI, NVIDIA, Google DeepMind, Intel and more.
The next great scaling law may not come from the models alone. It will come from making the physical substrate of intelligence programmable. We exist to bring this future to life.
bernard chan retweeted
Vision lab raised $6M for the data layer behind factory robots.
Race Capital led the seed round, with Y Combinator, Foothill Ventures, 500 Global, Exitfund, A2D Ventures, SBXi, and Angel Invest also backing the company.
The product-first angle is unusually tangible for physical AI. Vision lab goes into factories, captures real production workflows, and turns that industrial video and operational context into training data for frontier AI labs and robotics companies.
That matters because robotics foundation models face a different data bottleneck than language models. Public videos do not show the right angles, tools, timing, process context, or edge cases that robots need before they can operate in messy production environments.
Vision lab says it already works with more than 2,000 factories across Asia and Africa, with partner factories collectively earning more than $1M in data licensing revenue. The company also says three Magnificent Seven companies are among its clients.
Quick facts👇
● founders: James Kujareevanich; Zhichu Ren; Will Wenbo Zhang
● total capital raised: $6M disclosed
● HQ: San Francisco, California
● Investors: Race Capital; Y Combinator; Foothill Ventures; 500 Global; Exitfund; A2D Ventures; SBXi; Angel Invest
The next robotics platform shift may depend less on a better demo and more on who can collect the factory data no one can scrape.
Self improving loop that keeps on climbing



























