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Glossary

RISC-V

An open instruction set architecture, royalty-free and modular, increasingly used in AI accelerator cores (Tenstorrent, SiFive Intelligence) as the open alternative to ARM and x86.

A modular, open instruction set architecture from UC Berkeley (originally 2010, RISC-V Foundation since 2015, RISC-V International since 2020). The ISA itself is free to implement; the spec is governed by RISC-V International as a Linux-Foundation-style consortium with corporate and academic members.

The relevance for AI: open silicon design is a sovereignty story. ARM and x86 charge licensing fees and operate as gatekeepers; RISC-V lets any team design and tape out a custom CPU or accelerator without licensing. AI accelerator startups (Tenstorrent, SiFive Intelligence, Esperanto) build cores around the ISA. China’s domestic chip program treats RISC-V as the long-term ISA to avoid US-controlled licensing.

RISC-V cores are not yet competitive with leading ARM or x86 cores on general-purpose performance. The bet is that for AI workloads, where matrix-multiply and memory hierarchy dominate, custom RISC-V designs can match dedicated accelerators while remaining open.

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