Jensen appeared in both Synopsys (one month ago) and cadence user event, which is not surprising, however, to me he has a lot more chemistry with cadence CEO. He was at cadence event for 45 minutes and a range of conversation, while 10 minutes at Synopsys to just say hello. He even credit Anirudh as 1st to discuss and get into physical AI years ago. When nVidia invested $2B into Synopsys, I thought for sure they will do the same to Cadence soon. I lost that bet. But then it might also mean nVidia is working with Cadence so closely, they do not need to do the investment to get things done together (or Cadence get their money back from huge emulation box revenue from nVidia)
Ian's coverage also include cadence live happened yesterday.
morethanmoore.substack.com
Some interesting thoughts on how EDA can moneytizing AI solutions, and who is in the best position to build the agent orchestration
Any thoughts?
Ian's coverage also include cadence live happened yesterday.
Analyst Q&A with Cadence CEO Anirudh Devgan
Head Agents calling Super Agents calling EDA Tools
morethanmoore.substack.com
Some interesting thoughts on how EDA can moneytizing AI solutions, and who is in the best position to build the agent orchestration
Any thoughts?