Ricursive Intelligence Valuation, Funding & Investors

Ricursive Intelligence is valued at $4B as of January 2026.

Last Ricursive Intelligence valuation

$4B

Series A · Jan 2026

Last Ricursive Intelligence funding round

$300M

Series A · Jan 2026

Cumulative funding Ricursive Intelligence raised

$335M

across 2 funding rounds

Key investors in Ricursive Intelligence

  • Sequoia Capital
  • 49Palms
  • Lightspeed Venture Partners
  • Felicis
  • DST Global
  • Radical Ventures

Ricursive Intelligence Overview

About Ricursive Intelligence

Ricursive Intelligence is a frontier AI lab founded in December 2025 by former Google DeepMind researchers Dr. Anna Goldie and Dr. Azalia Mirhoseini that automates and accelerates semiconductor design through a self-improving recursive loop. By building platforms that use artificial intelligence to design next-generation silicon chips—which in turn provide the advanced compute needed to train more powerful AI models—the company aims to shift the semiconductor industry toward a "designless" paradigm that bypasses traditional hardware bottlenecks on the path to artificial superintelligence.


Founded

2025

HQ

United StatesSan Francisco, CA

Status

Privately held

Customer focus

B2B

Revenue model

Licensing

Valuation

$4B (Jan 2026)

Ricursive Intelligence Valuation

Ricursive Intelligence is currently valued at $4B, based on its Series A in January 2026.

The $300M round was led by Lightspeed Venture Partners, with participation from 49Palms, NVentures, Felicis, Radical Ventures, Sequoia Capital and 1 other investor.

Ricursive Intelligence's valuation has grown 5.3x from $750M at its seed round in December 2025 to $4B in January 2026, across 2 priced rounds.

Ricursive Intelligence valuation by funding round

Ricursive Intelligence valuation by funding round
DateStageValuation
Jan 2026Series A$4B
Dec 2025Seed$750M

Ricursive Intelligence Funding History

Ricursive Intelligence has raised a total of $335M across 2 funding rounds.

Ricursive Intelligence's first fundraising round was a $35M seed round in December 2025. The most recent completed round was a $300M Series A in January 2026.

Ricursive Intelligence funding rounds

Ricursive Intelligence funding rounds
DateStageInvestorsRaisedValuationDeal Summary
Jan 2026Series ALightspeed Venture Partners (lead); 49Palms; NVentures; Felicis; Radical Ventures; Sequoia Capital; DST Global$300M$4BRicursive Intelligence is a Palo Alto-based frontier AI lab founded by former Google DeepMind researchers Dr. Anna Goldie (CEO) and Dr. Azalia Mirhoseini (CTO), who co-created AlphaChip, an AI system used in four generations of Google's TPU chips and by external semiconductor firms. The company builds a full-stack platform to automate and accelerate AI-driven semiconductor design, addressing the hardware bottleneck in AI progress by enabling continuous co-evolution between AI models and the chips powering them, ultimately aiming to design its own silicon substrate. On January 26, 2026, less than two months after its public launch and a prior $35 million seed round at $750 million valuation led by Sequoia Capital, Ricursive announced a $300 million Series A funding round led by Lightspeed Venture Partners at a $4 billion post-money valuation. Participants included DST Global, NVentures (NVIDIA's venture capital arm), Felicis Ventures, 49 Palms Ventures, Radical Ventures, and Sequoia Capital. The funding brings total capital raised to approximately $335 million, per reports from The New York Times and others. Proceeds will expand the research and engineering team—recruiting talent from Google DeepMind, Anthropic, Apple, and Cadence—and scale compute infrastructure to iterate faster across the semiconductor design stack. Investors highlighted the founders' track record with AlphaChip and the platform's potential to create a self-reinforcing cycle of AI and hardware improvements, positioning Ricursive at the Pareto frontier of intelligence and computational efficiency. Lightspeed partner Guru Chahal emphasized the investment addresses a critical AI industry gap between software advancements and semiconductor capabilities. The rapid unicorn status reflects strong conviction from AI and chip sector leaders in the team's technical approach and vision for next-generation compute.
Dec 2025SeedSequoia Capital (lead); 49Palms; Modern Capital; Striker Venture Partners$35M$750MRicursive Intelligence is a frontier AI lab founded by former Google researchers Dr. Anna Goldie and Dr. Azalia Mirhoseini, creators of AlphaChip, a reinforcement learning method for chip design used in four generations of Google's Tensor Processing Units. The company builds AI systems that autonomously design and improve AI chips, closing a recursive feedback loop to accelerate semiconductor development and address hardware bottlenecks in AI progress. Their platform targets chip makers like Nvidia, AMD, and Intel as customers, enabling automated design of custom or traditional chips to compress development timelines from years to hours. The company launched publicly with a $35 million seed round led by Sequoia Capital, priced at a $750 million valuation, with participation from investors including 49Palms, Modern Capital, and Striker Venture Partners around December 2025. This seed followed closely by a $300 million Series A at $4 billion post-money valuation led by Lightspeed Venture Partners in January 2026, bringing total funding to $335 million. Series A investors included Sequoia, DST Global, Nvidia's NVentures, Felicis, Radical, and 49 Palms, reflecting strong conviction in the team's technical lineage and the shift toward AI-driven hardware co-evolution. Ricursive's rapid ascent marks one of the fastest paths to unicorn status, joining peers like Recursive and Unconventional AI in commanding billion-dollar valuations amid investor frenzy for self-improving AI hardware beyond GPU architectures.

Who has invested in Ricursive Intelligence?

9 investors have backed Ricursive Intelligence across its funding rounds, including Sequoia Capital, 49Palms, Lightspeed Venture Partners, Felicis, DST Global and Radical Ventures.

Lead investors include Lightspeed Venture Partners and Sequoia Capital.


Ricursive Intelligence Investors

Investors in Ricursive Intelligence by funding rounds participated
InvestorHQRoundsRoleFirst check
49PalmsUnited StatesUnited States2ParticipantDec 2025
Sequoia CapitalUnited StatesSan Francisco, CA2LeadDec 2025
NVenturesUnited StatesSan Jose, CA1ParticipantJan 2026
Modern CapitalChinaShanghai1ParticipantDec 2025
Striker Venture PartnersUnited StatesSan Francisco, CA1ParticipantDec 2025
FelicisUnited StatesSan Francisco, CA1ParticipantJan 2026
Radical VenturesCanadaToronto1ParticipantJan 2026

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Ricursive Intelligence Competitors

Ricursive Intelligence competitors include listed companies like Core Scientific and Presight AI, and private ones like Positron, SiFive, Lightmatter and Certus Core.

Public and private companies comparable to Ricursive Intelligence
CompanyHQStatusRevenueEBITDAValuationRevenue Multiple
PositronUnited StatesReno, NVPrivate--$5B-
SiFiveUnited StatesSan Francisco, CAPrivate$116M-$3.6B-
LightmatterUnited StatesSan Francisco, CAPrivate$50M-$4.4B-
Certus CoreUnited StatesTampa, FLPrivate--$3.4B-
Core ScientificUnited StatesUnited StatesPublicly listed$319M($211M)$5.5B13.9x
Presight AIUAEUAEPublicly listed$825M$214M$5.7B5.4x

Ricursive Intelligence Public Comps

Ricursive Intelligence is still privately-owned, but its public comps include Ionic Digital, ChronoScale, Core Scientific, Presight AI, Xanadu, Affle 3i, Ncino, Haizhi, SharonAI and TOTO.

Last FYEV/RevenueEV/EBITDA
RevenueEBITDALast FYLTM2027ELast FYLTM2027E
Ionic Digital$141M($248M)25.4x-(14.5x)-
ChronoScale$72M$21M42.5x-147.6x-
Core Scientific$319M($211M)25.2x13.9x(38.1x)50.7x
Presight AI$825M$214M6.3x5.4x24.4x20.8x
Xanadu$3M($47M)629.3x281.8x(44.6x)(24.7x)
Affle 3i$282M$67M7.4x6.7x31.3x29.5x
Ncino$595M$65M4.3x4.0x39.0x15.8x
Haizhi$93M($30M)21.5x16.3x(67.1x)(440.4x)

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Common questions about Ricursive Intelligence

When was Ricursive Intelligence founded?Ricursive Intelligence was founded in 2025.
Where is Ricursive Intelligence headquartered?Ricursive Intelligence is headquartered in San Francisco, CA, United States.
Is Ricursive Intelligence publicly listed?No, Ricursive Intelligence is a private, VC-backed company.
What is Ricursive Intelligence's valuation?Ricursive Intelligence was last valued at $4B in its Series A in January 2026.
How much funding has Ricursive Intelligence raised?Ricursive Intelligence has raised $335M across 2 funding rounds.
What was Ricursive Intelligence's last funding round?Ricursive Intelligence's last funding round was a $300M Series A in January 2026, led by Lightspeed Venture Partners.
Who are Ricursive Intelligence's investors?Ricursive Intelligence's investors include 49Palms, Sequoia Capital, NVentures, Modern Capital, Striker Venture Partners, Felicis, Radical Ventures, Lightspeed Venture Partners and DST Global.
Which companies are comparable to Ricursive Intelligence?Companies comparable to Ricursive Intelligence include Positron, SiFive, Lightmatter, Certus Core, Core Scientific and Presight AI.

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