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. U 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.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 ED ...

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Platform Shift - The industry is undergoing a platform shift from CPU-based general-purpose computing to GPU-accelerated computing [1] - Hyperscalers' cash flow supports this platform shift, driven by efficiency gains [1] - General-purpose computing's progress is slowing down [1] AI Expansion - AI extends beyond chatbots to encompass physical AI, industrial AI, robotics, sciences, and digital biology [2] - AI is poised to transform every industry [2] Industrial Revolution - Accelerated computing and AI are revolutionizing industrial applications and tools [3][4] - These technologies are becoming mission-critical for industries [3][4] - The industry is at a tipping point, set to revolutionize the industrial software sector [4]

E-commerce & Transaction Volume - Visa's network processes approximately 110,000 transactions per second [1] - Adobe anticipates Cyber Monday sales to reach $14.2 billion, a 6% increase year-over-year [2][3] Fraud Detection - Visa reported a 200% increase in blocked presumed fraud in the US on Black Friday compared to the previous year [2] Retail Sales Performance - Mastercard indicated that Black Friday retail sales increased by 4.1% across all payment methods, both in-store and online [4] - Mastercard's data shows e-commerce grew by 10.4%, while in-store sales increased by 1.7% compared to last Black Friday [4] - Adobe Analytics reported that Black Friday online sales exceeded expectations, growing by 9% to $11.8 billion [5] Consumer Behavior & Trends - The National Retail Federation estimates that nearly 74 million Americans, or 40% of the population, are expected to shop on Cyber Monday [2] - Store traffic analysis firms, like RetailNext, noted a decrease in shoppers visiting stores on Black Friday compared to the previous year [5] - Visa's top spending categories during the holiday weekend include apparel and accessories, electronics, and home improvement [6]

Industry Shift & Technological Advancement - The computing world is undergoing a platform shift from classical general-purpose computing on CPUs to accelerated computing on GPUs [3] - This platform shift towards accelerated computing is driven by efficiency, regardless of AI or chatbots [4] - General-purpose computing is reaching its limits as Moore's Law slows down [5] - AI is transforming various industries beyond chatbots, including physical AI, industrial AI, robotics, sciences, and digital biology [5] Investment & Sustainability - Concerns exist regarding the sustainability of capital expenditure (CAPEX) for hyperscalers investing in AI for data centers [2] - The cash flow of the world's hyperscalers is fundamentally supporting this platform shift [4] Industrial Applications - Accelerated computing and AI are revolutionizing foundational industrial tools, making them essential [7] - These industrial applications are less visible to consumers but critical for companies using tools from Synopsys, Cadence, and others [6]

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. 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 par ...

for Senate and I think that's never >> we've just never seen a cycle with these extremes of of demand versus >> also field invading charges too much. >> By the way, on that call, Morgan Stanley goes to 250 from 235. There's the opening >> meaningless. That's the Dutch boy.I mean, look, I I've seen it so many times and when you're reading over this synopsis morning, the first thing you say is really I mean, like I'm like busy trying to defend this and you come up with synopsis and then you realize that Synop ...

Rising health insurance costs have both employers and employees facing what the global consulting firm Mercer calls an affordability crunch. The total benefit cost for health insurance coverage is expected to exceed $18,500 per employee in 2026. That's a 6.7% increase from this year.The vast majority of Americans get health insurance through their employer. More than 1if or 21% of adults surveyed by Key Bank said health care and insurance are the expenses that have increased the most for them as part of the ...

Joining us right now is Muhammad Alerian from the University of Pennsylvania's Wharton School of Business. He's also chief economic adviser at Alons. And Muhammad, welcome. There have been uh some interesting trends in the market lately. What have you made of all these AI trends that looked so concerning two weeks ago and then looked pretty good last week. >> I actually have been encouraged because I think that AI trade has become more differentiated. People have understood that vertical integration matters ...

Market Outlook - The S&P 500 could potentially reach 7,000 by the end of the year [1] - A 2% increase is needed for the S&P 500 to reach 7,000 [1] - A 5% to 10% increase for the S&P 500 is possible in December [1] - The S&P 500 is likely to reach 7,200 to 7,300 [1] Cryptocurrency - Bitcoin target is considered very aggressive [1]