Industry Focus - Pharmaceutical Development - The pharmaceutical industry faces high costs (billions of dollars) and lengthy timelines (years) for drug development, including FDA approval [1] - Traditional drug development involves sequential or parallel exploration of multiple avenues, which can be inefficient [1] Technological Solution - Digital Twins and Omniverse - The company proposes using digital twins in the Omniverse to simulate drug development processes [1] - The Omniverse is described as a "phenomenal thing" that can revolutionize how things are done [1] Potential Benefits - Combining attributes from different approaches (e.g., "pass number one" and "pass number four") in the digital environment can maximize the likelihood of success [1] - This approach can compress the time to market for new drugs and maximize their benefits [1]

Let's call Adelfi right now. I'm down. Yeah. How about we call my friend? I actually haven't met him in person, but I'm I'm friends with this Deli. Arnold Schwarzenegger. Yeah. What do we think? Love it. Hey, this is AI Arnold. I'm here to cut the crap and help you get stronger, healthier, and happier. So, what's on your mind today? Arnold, I have 15 minutes a day to work out, which I feel like is not a lot, but I want to feel good and I want to get better in my health. What do you recommend I do? 15 minute ...

Digital Twin Development - Digital twins are crucial for training and testing physical AI, enabling complex real-world actions [1] - Current digital twin creation is slow and tedious, often lacking detailed materials for safe AI training [1] - NVIDIA's research empowers developers to transform design and engineering workflows using generative AI [2] - AI assistants, combining NVIDIA Cosmos World Foundation models and rendering technologies, generate base materials with realistic visual details [2] - Experts fine-tune materials to enhance realism, adding details that better reflect the real world [3] - Seamless collaboration transforms 3D models into physically accurate digital twins for simulating autonomous systems [3] - These advancements bring developers closer to AI-assisted workflows for accelerating digital twin development and safe physical AI [3]

© 2025 Bentley Systems, Incorporated. All rights reserved. August 6, 2025 1 Bentley Systems Second Quarter 2025 Results Agenda © 2025 Bentley Systems, Incorporated. All rights reserved. 3 Perspectives from the Executive Chair, Greg Bentley 01 © 2025 Bentley Systems, Incorporated. All rights reserved. 4 Total addressable market ("TAM") Perspectives from the Executive Chair 01 © 2025 Bentley Systems, Incorporated. All rights reserved. 2 Perspectives from the CEO 02 Perspectives from the CFO 03 Q&A 04 Disclaim ...

Financial Performance - The company's annual revenue increased from $138.9 million in 2020 to $366.1 million in 2024[16] - The company's non-GAAP gross margin was 60.4% in Q2 2025, compared to 58.2% in Q2 2024[91] - Non-GAAP research and development expenses were $17.5 million in Q2 2025[94] - Adjusted EBITDA was $27.6 million in Q2 2025, compared to $26.8 million in Q2 2024[98] - Non-GAAP EPS (diluted) was $0.80 in Q2 2025, compared to $0.83 in Q2 2024[102] - The company has $260.5 million in cash and investments as of June 30, 2025[108] Market and Growth - The company estimates that RAIN enabled connectivity for over 52 billion items in 2024, representing approximately 0.5% of connectable items[46] - The company has sold over 120 billion endpoint ICs[17] - The endpoint IC market has a 28% CAGR[52] Strategic Focus - The company's strategy involves developing whole-platform solutions for lighthouse enterprises, winning the endpoint IC opportunity at those enterprises, engaging partners to repeat successes, and competing aggressively for the rest of the endpoint IC market[18]

Digital Twins in Healthcare - Digital twins are a significant topic, especially for healthcare applications [1] - The concept involves creating digital replicas for individual healthcare purposes, with varied interpretations [1] Pharmaceutical Industry Applications - The pharma industry explores digital twins to enhance clinical trials [2] - Virtual cohorts could potentially reduce the number of participants needed in clinical trials while maintaining knowledge about drug safety and efficacy [2][3] - This approach simulates human systems (e g, organs) to minimize reliance on human subjects in trials [2]

Group 1 - Edge Total Intelligence Inc. has been recognized by Gartner in its Hype Cycle for the Future of Enterprise Applications, 2024, as a Sample Vendor in the Digital Twins category [1][2] - The report highlights a transformation in enterprise applications from simple tools to systems of intelligence that enhance algorithmic process optimization and AI-based decision-making [2][4] - The company's edgeCore™ software provides a data mesh capability that integrates authoritative information with control systems across various domains, leveraging generative AI and machine learning to enhance decision-making [4][7] Group 2 - Digital twins are being utilized by enterprises to accelerate business processes and contribute to machine learning and GenAI foundation models, leading to improvements such as cost optimization and enhanced visibility [4][5] - The CEO of edgeTI emphasized that digital twins allow for a unified view across siloed data, facilitating more intelligent operations and better matching the needs of executives and employees [5][6] - EdgeTI offers demonstrations and free evaluations of its digital twin technology to prospective enterprises, showcasing its commitment to innovation in real-time operations [5][7]

Smart City AI & Infrastructure - 到 2050 年，全球三分之二的人口将居住在城市，对基础设施造成更大压力 [1] - 物理人工智能 (Physical AI) 可以帮助改善数十亿人的生活 [1] - 英伟达 Omniverse 智能城市 AI 蓝图通过在一个统一的过程中结合数字孪生、训练和部署，使城市规模的 AI 成为可能 [2] Technology & Development - 开发人员必须模拟真实世界的条件，并实时处理数十亿个传感器输入和数百万个摄像头流 [1] - 里程碑系统 (Milestone Systems) 从 NVIDIA Cosmos 生成合成视频，并使用 Nemo Curator 处理和定制他们的数据集 [3] - K2K 使用定制模型来构建 AI 代理，以帮助解决整个城市的特定交通和安全问题 [4] - 借助 NVIDIA Omniverse 智能城市 AI 蓝图，开发时间几乎缩短了一半 [4] Use Case & Application - 以交通拥堵为例，管理流量和提高安全性需要实时数据和理解复杂环境的 AI [2] - 在巴黎，Avis 将航空镜头转化为模拟数字孪生 [3]

Group 1: Partnership and Technological Advancements - Jacobs Solutions Inc. has partnered with NVIDIA Corporation to enhance data centers through NVIDIA's Omniverse Blueprint for AI factory digital twins, which aims to improve design, simulation, deployment, and operations of AI factories [1][2] - The collaboration will enable engineering teams to design, simulate, and optimize factories in accurate virtual environments, facilitating early issue detection and the creation of smarter facilities [2][3] - Jacobs will test and enhance the end-to-end blueprint workflow, ensuring accurate simulations of facility equipment efficiency, throughput, and resiliency, integrating billions of components to build digital twins of AI factories [3] Group 2: Jacobs' Industry Position and Projects - Jacobs has over 10 years of experience utilizing digital twin technologies for clients in water and transportation, gaining global recognition and demand [4] - In the U.S., Jacobs is managing a multi-billion-dollar transmission and distribution reliability program for Xcel Energy and designing a new wastewater reuse system for data centers in Virginia [5] - The company is also involved in a 1.2-gigawatt AI-scale data center project in Portugal, powered by renewable energy and utilizing a zero-water cooling system [5] - In Australia, Jacobs is collaborating with PsiQuantum on the development of a large utility-scale quantum computer [6] Group 3: Financial Performance and Market Conditions - Jacobs' stock price has decreased by 0.4% over the past three months, while the Zacks Technology Services industry has seen a decline of 5.9% [7] - The company faces challenges from global market uncertainties, including new tariff regimes and inflationary pressures, which may affect supply-chain efficiency [9] - Jacobs has a trailing 12-month return on equity (ROE) of 15.7%, outperforming the industry's negative ROE of 15.6%, indicating better efficiency in using shareholders' funds [10]

"For more than a decade, Jacobs has used digital twin technologies for clients in water and transportation— revolutionizing the way we design, build, operate and maintain critical infrastructure," said Jacobs Executive Vice President Koti Vadlamudi. "Now, AI data centers are being built and intelligently designed with digital twins— creating precise, real-time replicas of physical infrastructure to predict potential issues, optimize operations and positively influence energy consumption — ensuring a more co ...