图片来自AI生成 【数智周报将整合本周最重要的企业级服务、云计算、大数据领域的前沿趋势、重磅政策及行研报 告。】观点华为任正非：大量建设大模型是正确的探索，未来算力一定过剩；AI重在"应用"，着眼于未 来3-5年 华为创始人兼总裁任正非与ICPC（国际大学生程序设计竞赛）主席、教练及获奖选手座谈会纪要公 布。在回答关于计算资源的问题时，任正非直言，"以后是算力过剩的，不是你想象的算力不足"。他认 为，建数千个、数百个大模型都是正确的探索。华为在解释超节点时提到了950、960、970等型号， 但"我们需要多少个'970'，970在哪儿能用？需要多少台，集群怎么连接"，任正非表示，这是一种线性 技术推演，是一定能实现的算力假设。而需求是不是一种线性结构尚未可知，"万一是非线性的呢"。因 此，他说："算力过剩的时代一定会到来的。" 谈及当下火热的AI，任正非的观点很明确：AI重在应用，不重在发明。"发明AI只是一家IT公司，应用 AI是会强大一个国家。"任正非表示，IT公司对人类的贡献只2%，AI在产业上的贡献则会占到98%。仅 以洗煤、炼钢为例，洗煤精度提高0.1%，乘以中国40亿吨的煤炭产量，价值惊人；高炉炼 ...

Core Insights - An expanded partnership with Nvidia and a $2 billion investment have boosted confidence in Synopsys' long-term growth prospects [1] - Synopsys' growth strategy focuses on a silicon-to-systems approach, integrating electronic design automation (EDA) solutions with engineering simulation software [2] - The partnership with Nvidia presents significant opportunities for Synopsys to expand its market reach and enhance its offerings through AI and accelerated computing technology [4] Company Overview - Synopsys shares rose by 11.7% following the announcement of the Nvidia partnership [1] - The current market capitalization of Synopsys is $87 billion, with a gross margin of 75.18% [3] - The acquisition of Ansys earlier in the year allows Synopsys to broaden its total addressable market (TAM) beyond traditional semiconductor companies [3] Strategic Partnerships - The partnership with Nvidia aligns with Synopsys' goal to expand across multiple industries, enhancing its customer base [4] - Nvidia's investment in Intel, a major customer of Synopsys, may stabilize Intel's foundry business, potentially leading to increased orders for Synopsys [5]

Core Viewpoint - A class action lawsuit has been filed against Synopsys, Inc. for securities fraud following a significant stock drop attributed to potential violations of federal securities laws [1][3]. Group 1: Lawsuit Details - Investors have until December 30, 2025, to request to lead the case in the U.S. District Court for the Northern District of California, under the caption Kim v. Synopsys, Inc., et al. [3] - The lawsuit asserts claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of Synopsys investors [3]. Group 2: Company Performance - Synopsys provides design automation software products, with its Design IP segment being the fastest-growing, increasing from 25% of revenue in 2022 to 31% in 2024 [4]. - The company reported a revenue of $425.9 million for its Design IP segment in Q3 2025, reflecting a 7.7% year-over-year decline, and a net income of $242.5 million, down 43% year-over-year [6]. Group 3: Market Reaction - Following the release of Q3 2025 results, Synopsys stock fell nearly 36%, from $604.37 per share on September 9, 2025, to $387.78 per share on September 10, 2025, due to revelations about the need for increased customization from Design IP customers [6].

Core Points - Investors with significant losses in Synopsys, Inc. have until December 30, 2025, to file lead plaintiff applications in securities class action lawsuits related to the company's stock performance during the specified class period [1][2] - The lawsuits allege that Synopsys and certain executives failed to disclose material information, violating federal securities laws [3] Financial Performance - For Q3 2025, Synopsys reported revenue of $1.740 billion, which was below the guidance range of $1.755 billion to $1.785 billion [4] - The net income for Q3 2025 was $242.5 million, representing a 43% decline from $425.9 million in Q3 2024 [4] - The Design IP segment contributed approximately 25% of total revenue, amounting to $426.6 million, which is a 7.7% year-over-year decline [4] - Guidance indicated that Design IP revenues are expected to decline by at least 5% for the full fiscal year 2025 [4] Market Reaction - Following the financial results announcement, Synopsys' share price dropped by $216.59, or 35.8%, closing at $387.78 per share on September 10, 2025, with unusually high trading volume [5]

NEW YORK, Dec. 5, 2025 /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in Synopsys, Inc. ("Synopsys, Inc." or the "Company") (NASDAQ: SNPS) of a class action securities lawsuit.CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Synopsys, Inc. investors who were adversely affected by alleged securities fraud between December 4, 2024 and September 9, 2025. Follow the link below to get more information and be contacted by a member of our team:https://zlk.com/pslra-1/synopsys-inc-lawsu ...

New York, New York--(Newsfile Corp. - December 5, 2025) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Synopsys, Inc. (NASDAQ: SNPS) between December 4, 2024 and September 9, 2025, both dates inclusive (the "Class Period"), of the important December 30, 2025 lead plaintiff deadline.SO WHAT: If you purchased Synopsys securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fe ...

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Synopsys To Contact Him Directly To Discuss Their OptionsIf you purchased or acquired securities in Synopsys between December 4, 2024 and September 9, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information]New York, New York--(Newsfile Corp. - December 5 ...

The upcoming report from Synopsys (SNPS) is expected to reveal quarterly earnings of $2.79 per share, indicating a decline of 17.9% compared to the year-ago period. Analysts forecast revenues of $2.25 billion, representing an increase of 37.6% year over year.The consensus EPS estimate for the quarter has been revised 5.5% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Prior to a ...

Next Thursday after close features major reports from semiconductor giant Broadcom and retail leader Costco Wholesale Corporation. Next Wednesday after close, software heavyweights Adobe Inc. and Synopsys Inc. are set to report. Next Tuesday is the busiest day with over 10 reports, including automotive retail AutoZone Inc. and industrial distribution Ferguson Enterprises Inc. pre-market. Disclaimer: This article is for informational purposes only and does not constitute financial advice. We are not financia ...

Grabar Law Office Investigates Claims on Behalf of Shareholders of Synopsys, Inc. (SNPS)December 05, 2025 8:18 AM EST | Source: Grabar Law OfficePhiladelphia, Pennsylvania--(Newsfile Corp. - December 5, 2025) - Grabar Law Office is investigating claims on behalf of shareholders of Synopsys, Inc. (NASDAQ: SNPS). The investigation concerns whether certain officers and directors breached the fiduciary duties they owed to the company.If you purchased Synopsys (NASDAQ: SNPS) shares prior to Decembe ...