Nvidia CEO Jensen Huang on Synopsys partnership: 'It's a huge deal'

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NVIDIA와 Synopsys가 설계·엔지니어링 소프트웨어(EDA·CAE·CAD 등)를 GPU 가속(CUDA, Omniverse)으로 전환하는 파트너십을 발표. 35년간 CPU 기반이던 산업을 가속화해 컴퓨팅 시장을 설계·엔지니어링 영역으로 확장하며, 산업 섹터는 수조 달러 규모로 기회가 크다는 주장.

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01. Joining us now exclusively and this is very exciting and timely NVIDIA founder and CEO Jensen Wong and synopsis CEO Sashima Gazi and both these gentlemen I think have a lot to say about the larger issues beyond what we've been dealing with. Gentlemen, thank you for coming on so much on uh spoke on the street.

02. It's this timely moment. Hey Jim. Hey Carl. Nice to see you. Thank you. Great to be here. All right. So Jens, I'm going to take it head on. The first word that I saw uh when I was reading the partnership was expanded. So if it's expanded, explain to me why this is a big deal worth spending some time on for the uh world's investing populace.

03. This is a huge deal. The partnership we're announcing today is about revolutionizing one of the most computensive industries in the world, design and engineering. uh Synopsis is pivoting across their company to transform their software and all the tools that the the industry the world's been using for some 35 years to be GPU accelerated on Nvidia.

04. They're going to pivot the company to build on top of NVIDIA CUDA physics physical AI as well as Omniverse so that we could revolutionize all of these tools from EDA to SDA system design automation to CAE to computer AED drug discovery. This is going to expand the market of computing into the world of design and engineering for the very first time.

05. This partnership is going to be revolutionary for that entire industry. Expanding their TAM, expanding the capabilities. You know what's really amazing, Jim? This is really the culmination of everything I showed you when you visited Nvidia years ago. It's taken this long for us to create the software stack necessary for Synopsis and the rest of the EDA industry and SDA industry in order for them to accelerate the software that they've historically only ran on CPUs.

06. And as a result, we're able to do simulations at a speed and scale unimaginable in the past so that we could do basically the entire engineering work inside a computer in a digital twin before we have to build it at all. So the the type of products we can invent and the quality that we could do and the speed that we could do it at is going to be extraordinary.

07. Right. I think that when you first introduced this to me, you explained to me over and over again because I was so fascinated by by what could happen with a chat GBT with the prompts was Jim that's business to consumer and it's really really important but you better start thinking enterprise. Enterprise is you were using a number that is 10 times the size of what I was thinking about.

08. Are you still standing by that? Absolutely. If you look at what we're doing today, you if you look we've been partnering with Synopsis for a very long time. You know, Nvidia was built on a foundation of design tools from Synopsis and of course many other companies like Cadence and and uh uh Seammens and Dau.

09. These are very important companies that the entire engineering industry is built on top of as a result of what we're able to do today. We're able to bring GPU accelerated computing, Nvidia's CUDA into the world's industrial sector for the very first time. This is this is uh physics physical AI. This is AI that obeys the laws of physics that AI that interacts with the physical world.

10. This is extremely complex stuff. It's taken us years to be able to do this. And now if you look at the world's industrial sector, it's measured in trillions of dollars. So for both Nvidia and Synopsis and the entire industry, this is a giant expansion of opportunity.