Core Insights - Cadence Design Systems, Inc. (CDNS) has expanded its collaboration with NVIDIA (NVDA) to enhance its "Design for AI" and "AI for Design" initiatives, aiming to transform the conception, simulation, and market introduction of chips and complex products [1][9] Group 1: Collaboration and Technology Integration - The partnership integrates Cadence's design platforms with NVIDIA's Grace CPUs, Blackwell GPUs, and CUDA-X libraries, achieving up to 80X higher throughput, 20X lower power consumption, and 5X faster simulation performance in specific workloads [2][3] - Cadence has developed the Millennium M2000, an AI supercomputer tailored for engineering design, optimizing core EDA tools for NVIDIA GPUs, which enhances simulation, verification, and optimization of advanced semiconductor designs [3] Group 2: Expanding Applications - The collaboration extends beyond chip design to system-level engineering and life sciences, with AI-driven design tools applied to the Allegro X Design Platform, Fidelity CFD Software, and Celsius EC Solver, allowing for optimization across thermal, electrical, and mechanical domains [4] - In biology, Cadence's ROCS X can screen 200 trillion molecules, while Target X identifies druggable pockets with over 90% success rates [4] Group 3: Digital Twins and Real-World Applications - Integration with NVIDIA Omniverse enables photorealistic visualization and real-time simulation, allowing companies to optimize AI infrastructure performance before physical deployment, thus reducing risk and enhancing operational efficiency [5] - Customer use cases highlight the practical benefits of this collaboration, such as Honda using Cadence's tools for turbofan engine simulations and Micron integrating agentic AI into HBM design workflows to reduce simulation time while maintaining accuracy [6][7] Group 4: Market Demand and Future Outlook - Strong demand for Cadence's AI-driven solutions is driven by trends in 5G, hyperscale computing, and autonomous driving, with a growing focus on Generative, Agentic, and Physical AI accelerating compute demand and semiconductor innovation [8] - The unified EDA, IP, and system design portfolio positions Cadence to capitalize on the ongoing AI super cycle [10]

The physical AI era is here and 6G will scale it. Connecting hundreds of billions of humans, machines, and AI agents. But scale alone is not enough.AI native wireless systems cannot be built with traditional test [music] methods. With an NVIDIA aerial Omniverse digital [music] twin, developers can train, simulate, and optimize wireless systems in physics accurate [music] environments before a single change touches the live network. Developers can begin with built-in models or integrate their own.The platfor ...

Core Insights - SoftServe has been awarded the 2026 NVIDIA Partner Network (NPN) Energy/Utilities Partner of the Year for its contributions to the utilities and oil & gas industries, particularly in addressing energy demands and weather-related disruptions using NVIDIA technologies [1][2]. Company Achievements - The award recognizes SoftServe's role in accelerating innovation and advancing intelligent energy frameworks, validating its position as a key player in the energy sector [2]. - SoftServe has previously received multiple accolades from NVIDIA, including the 2025 Americas NPN Service Delivery Partner of the Year and the 2024 Consulting Partner of the Year for EMEA, showcasing its strong support within the NVIDIA community [3]. Technological Innovations - The company focuses on grid modernization and autonomous grid operations through AI, digital twins, advanced simulation, and robotics, aiming to produce tangible business results for utilities and O&G companies [3]. - SoftServe's demonstrations at the GTC 2026 event include an AI-enabled solar field robot and a grid modernization demo that utilizes digital twins and agentic AI to enhance safety and decision-making in power infrastructures [4][5]. Industry Impact - The global NPN Program provides partners with the expertise to develop energy-efficient computing solutions, turning complex AI strategies into productive business outcomes [3]. - SoftServe's efforts in the oil & gas sector include showcasing autonomous offshore operations and AI-driven platforms for inspections and safety on offshore oil rigs [5].

Core Insights - Schneider Electric, in collaboration with NVIDIA and AVEVA, announced advancements in AI data center infrastructure design, simulation, and operation during NVIDIA GTC 2026 [1][2] Group 1: NVIDIA Vera Rubin Reference Design - The new NVIDIA Vera Rubin reference design is validated for power and cooling of NVIDIA's NVL72 racks, addressing infrastructure requirements for rack-scale systems [3] - The design utilizes ETAP models for electrical system design and ITD CFD models for layout and airflow [3] Group 2: AVEVA Lifecycle Digital Twin Architecture - AVEVA and NVIDIA introduced a lifecycle digital twin architecture to enhance GPU efficiency and accelerate AI factory deployment [4] - The integration of AVEVA's software within the NVIDIA Omniverse DSX Blueprint is expected to optimize engineering processes and reduce time-to-token through simulations and collaborative design tools [4][5] Group 3: Agentic AI for Alarm Management - Schneider Electric tested the NVIDIA Nemotron model for a new agentic AI alarm management capability, which autonomously analyzes and diagnoses system alarms [7] - This technology aims to improve operational resilience and reduce unnecessary dispatches by providing faster issue resolution [7] Group 4: Historical Collaboration - The latest announcements build on a legacy of innovation between Schneider Electric and NVIDIA, focusing on validated blueprints for gigawatt-scale AI factories [8][10] Group 5: Enhanced Power Distribution - The new design allows for increased supply voltage of 480 VAC and supports higher TCS loop supply temperature of 45°C, enhancing efficiency [11] - It enables a new IT room architecture that clusters AI racks for optimized power delivery and performance [11]

Core Insights - SimScale has announced a strategic collaboration with AI Engineering GmbH to integrate the PAMICS® solver into its cloud engineering simulation platform, enhancing simulation speeds by 10-20 times for complex industrial applications [2][4]. Company Overview - SimScale is recognized as the world's first AI-native cloud platform for engineering simulation, serving over 800,000 users globally and enabling rapid exploration of design decisions [10]. - AI Engineering GmbH specializes in advanced simulation solutions, particularly in Smoothed Particle Hydrodynamics (SPH) and AI-enhanced engineering tools [11]. Technological Advancements - The integration of AI Engineering's PAMICS solver with SimScale's infrastructure aims to democratize access to high-fidelity, meshless Computational Fluid Dynamics (CFD) [3]. - The PAMICS solver utilizes a Lagrangian SPH approach, allowing for direct simulation of fluid dynamics from raw CAD geometries, thus eliminating the need for meshing [6]. - This collaboration supports advanced visualization workflows compatible with NVIDIA Omniverse libraries, facilitating photorealistic rendering and immersive review of simulation results [5]. Industry Applications - The PAMICS solver is designed to handle complex fluid dynamics scenarios, including multiphase flows, fluid-structure interactions, and arbitrary motion, which are challenging for traditional methods [6][9]. - Key use cases include accurately predicting oil lubrication in gearboxes, modeling multiphase flows in industrial mixers, and simulating vehicle wading and contamination management [9]. Strategic Goals - The partnership aims to empower engineers to explore thousands of engineering decisions rapidly, thereby accelerating the development of predictive Digital Twins [7]. - By leveraging NVIDIA's accelerated computing infrastructure, the integration is expected to enhance the performance of simulation workflows significantly [4][7].

Group 1: Digital Twins and Physical AI - Reply is showcasing the integration of digital simulation and physical automation at NVIDIA GTC, highlighting projects for the Otto Group and the industrial edge domain [1] - The focus is on two use cases: self-learning edge AI in manufacturing and logistics, and an intelligent robot coordination system for the Otto Group [1] - The application "The AI Fast Lane for the Industrial Edge powered by NVIDIA on AWS" optimizes AI models on autonomous edge devices, processing sensor data in real time [1] Group 2: Collaboration and Technology - Reply and Google are jointly presenting a solution for intelligent robot coordination using cloud-based robot simulation, enabling the creation of precise digital twins without local workstations [1] - The Otto Group will demonstrate intelligent robot coordination using a digital twin that replicates the warehouse and robotic systems, leading to centralized fleet coordination and optimized processes [1] - The integration of NVIDIA Omniverse with Isaac Sim allows continuous improvements and efficiency gains to be validated using synthetic data [1] Group 3: Financial Performance - Reply Group reported a consolidated turnover of €2,483.6 million for 2025, an increase of 8.0% from €2,300.5 million in 2024 [2] - Consolidated EBITDA for the same period was €467.6 million, indicating positive financial indicators [2]

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Financial Data and Key Metrics Changes - For the full year 2025, total revenues reached $1,502 million, growing 11% on a reported basis and 10% in constant currency [32] - Subscription revenues grew 13% reported and 12% in constant currency, now representing 92% of total revenues, up 2 percentage points from 2024 [33] - Free cash flow generation totaled $520 million, up 24% year-over-year, with a free cash flow margin of 35% [36][37] - Adjusted operating income, less stock-based compensation, was $430 million for the year, up 16% with a margin of 28.6% [36] Business Line Data and Key Metrics Changes - E365 performance remained steady, contributing 45% of subscription revenues, an increase from 42% in 2024 [33] - The asset analytics strategy reached a $50 million run rate milestone for asset consumption revenue in 2025 [15] - The industrial sector showed solid growth, while commercial facilities remained relatively flat [27] Market Data and Key Metrics Changes - The Americas region saw strong growth driven by favorable macro conditions for infrastructure investment, with stable public funding ensuring large project backlogs [28] - The Middle East led growth in the EMEA region, with investments shifting towards transportation, utilities, and mining [30] - China continued to be impacted by economic and geopolitical headwinds, representing approximately 2% of ARR [31] Company Strategy and Development Direction - The company aims to leverage AI as an unprecedented opportunity rather than a risk, focusing on enhancing infrastructure engineering through AI integration [5][19] - Bentley Systems is embedding AI capabilities into its products and enabling users to build their own AI-driven workflows [19][24] - The strategy includes a commitment to data stewardship, ensuring users retain control over their data used for AI training [23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the 2026 outlook, projecting total revenue growth in the range of 11%-13% in constant currency [39] - The macro environment for 2026 is expected to remain consistent with 2025, with strong growth in sectors like resources and public utilities [60] - AI is seen as a transformative force for infrastructure engineering, with expectations for increased adoption and monetization over time [71] Other Important Information - The company reduced its net debt leverage to a healthy 2.1 times, providing strategic flexibility for future acquisitions [37] - The company retired its 2026 convertible notes, reducing the fully diluted share count by approximately 3% [37] Q&A Session Summary Question: What elements could push constant currency ARR growth closer to the higher end of the range? - AI is contributing to asset analytics growth, but it may take time for this to reflect in ARR due to the nature of inspections not being annual [46][47] Question: Is the $400 million annual acquisition capacity consistent with past messaging? - The company is open to expanding M&A beyond asset analytics now that leverage is down, but $400 million is not a strict target [51][52] Question: Are digital twins opening up the pipeline for funding projects? - Investments in digital twins are being made easier as the technology underlies many of the company's products [55][56] Question: What is the macro demand environment assumed in guidance? - The macro environment for 2026 is expected to be consistent with 2025, with strong growth in most sectors except for facilities [59][60] Question: How is the services revenue recovery being driven? - The recovery is primarily driven by improvements in the IBM Maximo services business, with asset analytics contributing minimally [63][64] Question: Is the new packaging for products included in the 2026 guidance? - The new packaging was released in Q4 and is expected to support growth going forward [66][67] Question: How is the company leveraging its network for AI design? - The company is engaging with accounts to evolve its engineering applications to support AI-driven workflows, focusing on adoption over monetization [70][72]

Financial Data and Key Metrics Changes - In Q1 2026, the company achieved total revenue of $2.41 billion, at the high end of guidance, with non-GAAP EPS of $3.77, exceeding expectations [15][16] - Non-GAAP operating margin was reported at 42.1%, reflecting strong execution and financial discipline [15][16] - The backlog at the end of the quarter was $11.3 billion, indicating a resilient business model [15] Business Line Data and Key Metrics Changes - The Design Automation segment generated approximately $2 billion in revenue, driven by strong growth in hardware-assisted verification and Ansys contributions [17] - The Design IP segment revenue was $407 million, down approximately 6% year-over-year, with expectations for a transitional year [17] - Ansys revenue was approximately $886 million, reflecting robust demand for system-level digital engineering and AI-enabled design flows [16][17] Market Data and Key Metrics Changes - China revenue grew approximately 21% year-over-year, primarily due to Ansys inclusion, although excluding Ansys, revenue declined slightly [16] - The company noted subdued design starts in consumer, automotive, and industrial markets, despite a robust AI infrastructure build-out [6][8] Company Strategy and Development Direction - The company aims to drive sustainable growth and margin expansion by advancing technology leadership and focusing on integrated silicon-to-system engineering solutions [14] - The integration of Ansys is progressing well, with expectations to deliver joint solutions in FY 2027 [67] - The company is prioritizing investments in high-growth segments of the silicon market while divesting from non-core areas like the ARC processor business [56] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the IP business driven by robust design starts, particularly in the AI segment [25] - The geopolitical and macroeconomic uncertainties, particularly in China, are impacting customer commitments and demand [70] - The company anticipates continued strong performance across all segments, with a focus on delivering joint solutions that leverage both Synopsys and Ansys capabilities [67][70] Other Important Information - The company has replenished its stock repurchase program with authorization to buy up to $2 billion of common stock [19] - Free cash flow for Q1 was approximately $822 million, with total cash and short-term investments of $2.2 billion [18] Q&A Session Summary Question: Insights on the IP segment and expected growth - Management highlighted confidence in the IP business due to robust design starts and evolving standards, with expectations for a pickup in the second half of the year [25][26] Question: Seasonality of bookings and renewal activity - Management noted that backlog is strong at $11.3 billion, with renewal timing affecting bookings but overall confidence in customer demand [35] Question: Ansys business forecastability - Management indicated that Ansys has broad market opportunities and is expected to grow, with the integration into Synopsys enhancing forecastability [46][67] Question: Impact of the NVIDIA partnership - The partnership is seen as a deep commitment to accelerate product development, particularly in GPU acceleration and digital twin opportunities [91][93] Question: Customer engagement with AgentEngineer - Management reported progress in customer engagement with AgentEngineer, focusing on both front-end and back-end applications [99] Question: Clarification on GAAP EPS guidance - The difference in GAAP and non-GAAP EPS is primarily due to amortization schedules and restructuring costs [101]