Fairly certain all the labs are doing this (RSI) at this point. It's a question of how public their proclamations are about it and how they're positioning PR etc.
Even today's lighter weight models know how to write kernels and optimize them. I've had DeepSeek 4.1 Flash tune the crap out custom CUDA kernels on my own codebase and it was entirely competent at it. And cheap.
The innovation pieces will be in the harnesses to support this. Which I guess is partially what's going on here.
It's not really RSI if you are just using the AI as a tool to help make it better. It has to be doing it itself, no? Otherwise self-hosted compilers are RSI.