alt Hacker NewsLLM do not think because they are not real "AI", but it does copy the linear patterns people exhibit if statistically salient within the granularity of the higher dimensional vector search space proximity. Watermarking does skew the compaction slightly, but not far from resulting output patterns. =3
I do think that slightly smarter LLMs and a good (although not perfect) autorouting algorithm could solve 99% of hobbyist's projects and simple industry boards, due to the repetition of those patterns in real life.
The LLM would learn the heiristics (example: data lines first, power lines later, etc.) and would request the autorouter to do that routing, then take the image output and request a different part (depth-first). If later no routing is posible with that configuration, after some retries it could try another way.
It wouldn't solve complex boards, and engineers are always needed for short comings (and even if not, for research), but I wouldn't say this is something different than poetry, music or pixel art, LLMs can imitate although most of the times in a uncanny way.