Squawk on the Street Exclusive with Nvidia CEO Huang and Synopsys CEO, December Playbook 12/1/25
19 snips
Dec 1, 2025 
In a captivating discussion, Jensen Huang, the visionary CEO of NVIDIA, and Sassine Ghazi, CEO of Synopsys, delve into the transformative NVIDIA-Synopsys partnership, highlighting the shift to GPU-accelerated computing. They explore complex AI messaging and the longer adoption timelines for industrial AI, while also discussing the growing demand in China. From reimagining engineering workflows with digital twins to bridging B2B and consumer AI, they paint a picture of a rapidly evolving market landscape brimming with opportunities.
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GPU Pivot For Engineering Workflows
- NVIDIA and Synopsys will pivot decades-old engineering tools to GPU-accelerated workflows, enabling much faster simulations.
- Jensen Huang says this expands computing into design and engineering, creating a vastly larger market opportunity.
Physical AI Drives Industrial Change
- Physical AI (AI that obeys physics) will transform industrial design, not just consumer chatbots.
- Jensen Huang argues accelerated computing is mission-critical for industrial applications and a platform shift from CPUs to GPUs.
Reengineer Workflows With GPUs And AI
- Reengineer engineering workflows: combine GPU acceleration, AI, and digital twins to handle rising product complexity.
- Sassine Ghazi urges customers to adopt accelerated CAE/EDA tools to meet sophisticated design timelines affordably.
