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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
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
Website
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
| Date | Stage | Valuation |
|---|---|---|
| Jan 2026 | Series A | $4B |
| Dec 2025 | Seed | $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
| Date | Stage | Investors | Raised | Valuation | Deal Summary |
|---|---|---|---|---|---|
| Jan 2026 | Series A | Lightspeed Venture Partners (lead); 49Palms; NVentures; Felicis; Radical Ventures; Sequoia Capital; DST Global | $300M | $4B | Ricursive 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 2025 | Seed | Sequoia Capital (lead); 49Palms; Modern Capital; Striker Venture Partners | $35M | $750M | Ricursive 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
| Investor | HQ | Rounds | Role | First check |
|---|---|---|---|---|
| 2 | Participant | Dec 2025 | ||
| 2 | Lead | Dec 2025 | ||
| 1 | Participant | Jan 2026 | ||
| 1 | Participant | Dec 2025 | ||
| 1 | Participant | Dec 2025 | ||
| 1 | Participant | Jan 2026 | ||
| 1 | Participant | Jan 2026 | ||
This data is available for Pro users. Sign up to see all 9 Ricursive Intelligence investors. Start Free Trial | ||||
Benchmark 350K+ Funding Rounds and Disclosed VC Valuation Multiples
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Start Free TrialRicursive Intelligence Competitors
Ricursive Intelligence competitors include listed companies like Core Scientific and Presight AI, and private ones like Positron, SiFive, Lightmatter and Certus Core.
| Company | HQ | Status | Revenue | EBITDA | Valuation | Revenue Multiple |
|---|---|---|---|---|---|---|
| Private | - | - | $5B | - | ||
| Private | $116M | - | $3.6B | - | ||
| Private | $50M | - | $4.4B | - | ||
| Private | - | - | $3.4B | - | ||
| Publicly listed | $319M | ($211M) | $5.5B | 13.9x | ||
| Publicly listed | $825M | $214M | $5.7B | 5.4x |
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 FY | EV/Revenue | EV/EBITDA | ||||||
|---|---|---|---|---|---|---|---|---|
| Revenue | EBITDA | Last FY | LTM | 2027E | Last FY | LTM | 2027E | |
| $141M | ($248M) | 25.4x | - | (14.5x) | - | |||
| $72M | $21M | 42.5x | - | 147.6x | - | |||
| $319M | ($211M) | 25.2x | 13.9x | (38.1x) | 50.7x | |||
| $825M | $214M | 6.3x | 5.4x | 24.4x | 20.8x | |||
| $3M | ($47M) | 629.3x | 281.8x | (44.6x) | (24.7x) | |||
| $282M | $67M | 7.4x | 6.7x | 31.3x | 29.5x | |||
| $595M | $65M | 4.3x | 4.0x | 39.0x | 15.8x | |||
| $93M | ($30M) | 21.5x | 16.3x | (67.1x) | (440.4x) | |||
This data is available for Pro users. Sign up to see all Ricursive Intelligence competitors and their valuation data. Start Free Trial | ||||||||
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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