AI Market Movers · Chip equipment, EDA & packaging
Cadence
CDNS
Cadence is the other EDA chair. Chip teams usually pay both Synopsys and Cadence. The duopoly is the point.
- Site
- cadence.com
In the Daily
· Morning Brief
They discounted the slowdown· Morning Brief
Inference crosses an oceanAnthropic locks Australia inference capacity — plus OpenAI’s disclosure clock, a $22B Crux chip loan, and Senate safety talks.
· Morning Brief
The tape heard the slowdownAI stocks sold off as Altman, Amodei, and Musk backed pacing the frontier — plus Congress still cannot agree who drives, and Watch.
· Closing Time
Closing Time: Tokens cracked under a dollarToken prices hit a record low, Brussels called ChatGPT a search engine, China crossed into HBM, and Dyson put a camera in a toothbrush.
· Closing Time
Closing Time: Anthropic named a market bigger than the economyOpenAI says Jalapeño beat Nvidia. ClickHouse hits $350 million ARR.