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Another content-rich kickoff covering a lot of bases under three main themes: the new Millennium AI supercomputer release, a moonshot towards full autonomy in chip design exploiting agentic AI, and a growing emphasis on digital twins. Cadence President and CEO Anirudh Devgan touched on what is new today, and also market directions… Read More
Despite a severe setback, Nvidia pulled it off once again
There have been serious concerns about the ROI on AI and yield problems with Blackwell, but Nvidia pulled it off again and delivered a result significantly above guidance.
Beating the revenue guidance of $28B with 2B$ to just above 30B$, representing 15% QoQ and a 122% YoY … Read More
