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They are "okay" at generating RTL, but are likely never going to be able to generate actual bitstreams without some classical implementation flow in there.

buildbot
I think in theory, given terabytes of bitstreams, you might be able to get an LLM to output valid designs. Excepting hardened IP blocks, a bitstream is literally a sequence of sram configuration bits to set the routing tables and LUTs. Given the right type of positional encoding I think you could maybe get simple designs working at a small scale.
CamperBob2
I'd expect a diffusion model to outperform autoregressive LLMs dramatically.
buildbot
Certainly possible! Or perhaps a block diffusion+autoregressive model or something like GPT 4o's image gen.

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