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> LLMs are not suitable for that kind of work.

I wonder why not or you meant not suitable yet?

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This is just speculation on my part, but LLMs work best when they get immediate, verifiable feedback on their task, and the kind of physical optimizations they mean might not give that to LLMs.
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Also a speculation but I'm almost certain that physical optimizations are first done through simulators running on a computer.
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Something that I think is fascinating, though, is that labs are no longer beholden to the limitations of commercial design software. Want to replace your simulator and optimizer with a fully custom verifiable stack of Lean proofs of optimality and correctness? Just throw your unlimited token budget at it.
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I don't work in the business, but my understanding was that even with these companies' budgets, it's still too expensive to do any kind of verified performance optimality.
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And I think correctness for anything near the size of a CPU is off the table.
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