Back to the fields

Chips and computing hardware: completion history

All area pages | Area definition | Scoring rubric

Created November 7, 2026. The three earlier snapshots are retrospective judgment-based estimates, not scores recorded at the time. The current assessment is unchanged. Historical confidence is very low; current confidence is low. Zero can indicate an evidence gap rather than absent capability.

Chart layout updated November 8, 2026: one graph with four dated lines. Scores and assessment dates are unchanged. Overlapping lines indicate equal values; point labels show November 7, 2026. The table below contains every date's exact values.

Completion graph with four dated lines

Scalable graph | Combined 14-page report

Percentage estimates

Measurable outcomeNov 7, 2025 (reconstructed)May 7, 2026 (reconstructed)Oct 7, 2026 (reconstructed)Nov 7, 2026 (saved)
Design productivity45%45%45%45%
Development feedback35%35%35%35%
Generalization35%35%35%35%
Manufacturability30%30%30%30%
Power, performance, and area30%30%30%30%
Useful AI efficiency35%35%40%40%

Reconstruction notes and component scores

Components below are execution / breadth / agenda-setting / validation / sustained autonomous improvement, each out of 20. Their sum gives the percentage. The component values are judgments, not published statistics. Source links document evidence available by the cutoff, not the numerical estimate itself. The source section lists availability dates and version caveats. No area-wide average is calculated.

Design productivity

The documented floorplanning capability predates all cutoffs; full signoff labor remains unmeasured, so no later gain is assigned.

Assessment dateComponent pointsEvidence used
2025-11-07 (reconstructed)15 / 10 / 5 / 10 / 5 = 45%chip
2026-05-07 (reconstructed)15 / 10 / 5 / 10 / 5 = 45%chip
2026-10-07 (reconstructed)15 / 10 / 5 / 10 / 5 = 45%chip
2026-11-07 (saved)15 / 10 / 5 / 10 / 5 = 45%Original score and evidence

Development feedback

Circuit optimization was public by May 2025. The downstream causal research gain remains unknown throughout.

Assessment dateComponent pointsEvidence used
2025-11-07 (reconstructed)10 / 5 / 5 / 10 / 5 = 35%evolve25
2026-05-07 (reconstructed)10 / 5 / 5 / 10 / 5 = 35%evolve25
2026-10-07 (reconstructed)10 / 5 / 5 / 10 / 5 = 35%evolve25
2026-11-07 (saved)10 / 5 / 5 / 10 / 5 = 35%Original score and evidence

Generalization

Multiple TPU generations support bounded transfer at every date; no new unseen-block denominator supports a changed estimate.

Assessment dateComponent pointsEvidence used
2025-11-07 (reconstructed)10 / 10 / 5 / 5 / 5 = 35%chip
2026-05-07 (reconstructed)10 / 10 / 5 / 5 / 5 = 35%chip
2026-10-07 (reconstructed)10 / 10 / 5 / 5 / 5 = 35%chip
2026-11-07 (saved)10 / 10 / 5 / 5 / 5 = 35%Original score and evidence

Manufacturability

Production use was already established, while matched yield and respin evidence is absent throughout.

Assessment dateComponent pointsEvidence used
2025-11-07 (reconstructed)10 / 5 / 5 / 5 / 5 = 30%chip
2026-05-07 (reconstructed)10 / 5 / 5 / 5 / 5 = 30%chip
2026-10-07 (reconstructed)10 / 5 / 5 / 5 / 5 = 30%chip
2026-11-07 (saved)10 / 5 / 5 / 5 / 5 = 30%Original score and evidence

Power, performance, and area

Useful layouts predate every snapshot. A joint matched-node PPA comparison is still missing, so the estimate stays flat.

Assessment dateComponent pointsEvidence used
2025-11-07 (reconstructed)10 / 5 / 5 / 5 / 5 = 30%chip
2026-05-07 (reconstructed)10 / 5 / 5 / 5 / 5 = 30%chip
2026-10-07 (reconstructed)10 / 5 / 5 / 5 / 5 = 30%chip
2026-11-07 (saved)10 / 5 / 5 / 5 / 5 = 30%Original score and evidence

Useful AI efficiency

The older inference suite supports reproducible efficiency assessment. The September 2026 multi-round evidence adds limited breadth credit, not proof of AI-designed-chip gains.

Assessment dateComponent pointsEvidence used
2025-11-07 (reconstructed)10 / 5 / 5 / 10 / 5 = 35%mlperf25
2026-05-07 (reconstructed)10 / 5 / 5 / 10 / 5 = 35%mlperf25
2026-10-07 (reconstructed)10 / 10 / 5 / 10 / 5 = 40%mlperf
2026-11-07 (saved)10 / 10 / 5 / 10 / 5 = 40%Original score and evidence

Dated sources

All sources accessed November 7, 2026. Dates below are publication or conservative availability dates, as noted.

chip | 2024-09-26 - Google DeepMind: AlphaChip. Floorplanning and TPU use; full design and manufacturing autonomy not established.

evolve25 | 2025-05-14 - AlphaEvolve announcement. Evaluated code optimization and narrow feedback into AI training; human-defined evaluators.

mlperf25 | 2025-09-09 - MLPerf Inference v5.1. Standardized system throughput testing; not proof of AI designing the improvements.

mlperf | 2026-09-17 - MLCommons: MLPerf Inference v6.1. Inference throughput trends; not autonomous chip-development attribution.

Future updates

Keep these reconstructions separate from subsequently recorded observations. Append new dated assessments with changed component scores and source evidence; do not silently replace historical reasoning. The shared historical-method notes describe how these snapshots were made.