@jensenhuang / appears on all-in, all-in, all-in, all-in, dwarkesh, all-in, dwarkesh, dwarkesh, all-in, all-in, all-in, all-in, all-in, all-in, all-in, dwarkesh, all-in, all-in, dwarkesh, all-in, all-in, dwarkesh, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, dwarkesh, all-in, all-in, all-in, all-in, dwarkesh, all-in, all-in
Well, in the end, something has to transform electrons to tokens. That transformation, there's no— the transformation of electrons to tokens and making those tokens more valuable over time, I think that that's hard to hard to completely commoditize.
It is very likely the number of instances of Synopsys Design Compiler is gonna skyrocket. And the number of, number of agents that are gonna be using the floor planners and all of our layout tools and our design, design rule checkers... the number of agents that are today, we're limited by the number of engineers.
I'm not gonna make that same mistake again. And, I'm delighted to invest in OpenAI and, and I'm delighted to, to help them scale. And I believe it's essential to do so.
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}AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.
The part of AI that turns electricity into valuable tokens is insanely hard to copy, so this company does not get commoditized like the software around it.
for a long time, co-OS was rather specialty, and HBM memory was rather specialty, but they're not specialties anymore. People now realize they're mainstream computing technology.
the investments that we've done with Lumentum and Coherent and all of the silicon photonics ecosystem, the last several years, we really reshaped the ecosystem and the supply chain, silicon photonics.
the progression of our business in that area sort of gone from like two billion to 10 billion to 25 billion to this year it'll be like 50 billion. So, so tremendous growth... we just see, uh, a lot more demand than supply.
Yeah, first of all, they just don't understand the scale and the breadth of AI... Most people think that AI is in the top five hyperscalers.
open AI is incredible. They're going to be enormous. Anthropic is incredible. They're going to be enormous. But AI is going to be much, much bigger than that.
In the case of Elon and Tesla, they buy our training computers.
in the case of chip design, Synopsys and Cadence and uh Omniverse and Blender and Autodesk and all of these tools are going to continue to be used.
They're going to be agents banging on SQL, they're going to be agents banging on vector databases, agents banging on Blender, agents banging on Photoshop.
Omniverse and Blender and Autodesk and all of these tools are going to continue to be used.
Dario on Dkesh's podcast recently said by 2027, 28, we'll have hundreds of billions of dollars of revenue out of the model companies and the agent companies, and he forecast a trillion dollars by 2030
In the case of AWS, I think they just announced, I think it was yesterday, that they're going to buy a a million chips uh in the next couple of years. I mean that's a lot of chips from from AWS and that's on top of all the chips they've already bought.
Dynamo, as you know, is a piece of instrument, a machine that was created by Siemens to turn essentially water into electricity. And Dynamo uh powered the factory of the last industrial revolution.
I want everything to be put back into Cadence, because that's how I control it, that's how I ground truth.
No reach data yet.
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