Latest news with #MillenniumM2000Supercomputer
Yahoo
4 days ago
- Business
- Yahoo
Cadence Design Systems (NasdaqGS:CDNS) Price Rises 14% Over Last Quarter
In May 2025, Cadence Design Systems launched the Millennium M2000 Supercomputer, delivering enhanced AI-accelerated simulations, alongside the Tensilica NeuroEdge 130 AI Co-Processor, optimizing neural processing. Despite these advancements, broader market trends like investor optimism over reduced tariffs between the U.S. and China may have provided a conducive environment for Cadence's stock price to rise 14% during the last quarter, aligning with the broader technology market movement. Meanwhile, Q1 2025 earnings demonstrated strong financial results, potentially reinforcing investor confidence amidst this upward trajectory. Buy, Hold or Sell Cadence Design Systems? View our complete analysis and fair value estimate and you decide. We've found 18 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. Cadence Design Systems' recent advancements in AI-accelerated simulations and neural processing, through the Millennium M2000 Supercomputer and Tensilica NeuroEdge 130 AI Co-Processor, can potentially strengthen its AI-driven design and verification tools portfolio. These innovations may boost revenue, meeting increasing demand for their AI-enabled offerings and supporting future earnings growth. Analysts expect revenue to rise, driven by strong IP business performance and expanding partnerships with major industry players, though geopolitical risks pose challenges. Over the past five years, Cadence experienced a total shareholder return of 211.71%, reflecting robust long-term growth. However, when comparing performance over the past year, Cadence underperformed the US Software industry, which returned 22.8%. This short-term underperformance contrasts with the company's five-year success and may influence investor perceptions. Despite the recent positive news, Cadence's current share price of US$305.78 is relatively close to the consensus analyst price target of US$319.32, representing a modest 4.2% upside. This suggests that while recent developments are promising, the market may already be pricing in these advancements. Investors are encouraged to weigh these factors alongside the analysts' forecasts and company valuation when considering their stance on Cadence's long-term potential. Click here and access our complete financial health analysis report to understand the dynamics of Cadence Design Systems. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NasdaqGS:CDNS. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@
Yahoo
7 days ago
- Business
- Yahoo
$2M supercomputer powered by NVIDIA delivers 80X leap in chip and drug design
Cadence Design Systems has launched the Millennium M2000 Supercomputer, a powerful new platform built with NVIDIA's latest Blackwell architecture. Announced during CadenceLIVE Silicon Valley 2025, the system promises significant speed and energy efficiency gains for workloads across semiconductor design, life sciences, aerospace, and hyperscale computing. Designed for both cloud and on-premises deployment, the Millennium M2000 combines NVIDIA HGX B200 systems, RTX PRO 6000 Blackwell Server Edition GPUs, and Cadence's full stack of solvers. The system delivers up to 80X faster performance and 20X lower power usage compared to CPU-based predecessors. By co-optimizing software and hardware, the platform enables simulations that previously required hundreds of CPUs and days to now complete in under 24 hours. Anirudh Devgan, president and CEO of Cadence, described the system as a milestone for accelerated design. 'The Millennium M2000 Supercomputer will drive the next leap in AI-accelerated engineering by leveraging our massively scalable solvers, dedicated NVIDIA Blackwell-accelerated computing and AI to help designers continue to push the limits of what is possible,' he said. One key advantage of the M2000 is its ability to handle large-scale simulations in semiconductor and 3D-IC design. The system supports advanced analysis of power, thermal, stress, and electromagnetic properties in a single unified platform. According to Cadence, engineers can now complete chip-level power integrity simulations in a single day, compared to the two weeks needed with traditional CPU clusters. Cadence and NVIDIA engineering teams used the company's Palladium and Protium platforms during the development of Blackwell, helping validate chip designs with faster turnaround times. 'This is years in the making,' Devgan noted. 'It's a combination of advancement on the hardware and system side by NVIDIA — and then, of course, we have to rewrite our software to take advantage of that.' Beyond chips, the M2000 enables high-fidelity modeling of complex systems, including autonomous machines and digital twin environments. Designers can now run precision virtual wind tunnels and simulate system behavior at scale, using Cadence tools integrated with NVIDIA's Omniverse APIs. The result is faster development of AI-powered systems in sectors like aerospace and robotics. NVIDIA founder and CEO Jensen Huang highlighted the growing demand for such infrastructure. 'AI is going to infuse into every single aspect of everything we do. Every company will be run better because of AI, or they'll build better products because of AI,' he said. 'The work that we're doing together recognizes that there's a whole new type of factory that's necessary. We call them AI factories.' In life sciences, the M2000 supercomputer accelerates molecular design through Cadence's Orion platform, which now integrates NVIDIA BioNeMo NIM microservices and Llama Nemotron models. Pharmaceutical researchers can explore more design variations faster, helping reduce the time required to identify viable drug candidates. Cadence said simulations that previously took days using massive CPU clusters can now be completed overnight. Using the Fidelity CFD Platform and GB200 Grace Blackwell Superchips, the company demonstrated complex fluid dynamics simulations running in under 24 hours. The Millennium M2000 is expected to cost around $2 million in its standard configuration, which includes approximately 32 NVIDIA Blackwell GPUs. It is available both via the cloud and as a standalone appliance. Early adopters include MediaTek, Boom Supersonic, Ascendance, Treeline Biosciences, and Supermicro. NVIDIA also announced plans to acquire 10 Millennium systems to accelerate its own chip design workflows. 'This is a big deal for us,' Huang said. 'We started building our data center to get ready for it.'
Yahoo
07-05-2025
- Business
- Yahoo
Cadence Unveils Millennium M2000 Supercomputer with NVIDIA Blackwell Systems to Transform AI-Driven Silicon, Systems and Drug Design
The new Cadence Millennium M2000 Supercomputer accelerates the build-out of AI infrastructure, advances physical AI machine design and pushes the frontiers of drug design. The new Cadence Millennium M2000 Supercomputer features NVIDIA Blackwell systems and delivers AI-accelerated simulation at unprecedented speed and scale across engineering and drug design workloads. The new Cadence Millennium M2000 Supercomputer harnesses Cadence's broad array of EDA, system design and analysis, and molecular software solvers to perform massive simulations that were previously impossible. Cadence best-in-class simulation software integrated with NVIDIA Blackwell-accelerated compute enables unmatched scale and speed Delivers up to 80X higher performance and 20X lower power Optimized for a broad range of workloads across EDA, system design and drug design SANTA CLARA, Calif., May 07, 2025--(BUSINESS WIRE)--At its annual flagship user event, CadenceLIVE Silicon Valley 2025, Cadence (Nasdaq: CDNS) today announced a major expansion of its Cadence® Millennium™ Enterprise Platform with the introduction of the new Millennium M2000 Supercomputer featuring NVIDIA Blackwell systems, which delivers AI-accelerated simulation at unprecedented speed and scale across engineering and drug design workloads. The new supercomputer integrates Cadence's industry-leading solvers with NVIDIA HGX B200 systems, NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs and NVIDIA CUDA-X libraries and solver software. This powerful combination delivers dramatic reductions in simulation run times and up to 80X higher performance versus CPU-based systems for electronic design automation (EDA), system design and analysis (SDA), and drug discovery applications. The supercomputer provides a tightly co-optimized hardware-software stack that enables breakthrough performance with up to 20X lower power across multiple disciplines, accelerating the build-out of AI infrastructure, advancing physical AI machine design and pushing the frontiers of drug design. "The Millennium M2000 Supercomputer will drive the next leap in AI-accelerated engineering by leveraging our massively scalable solvers, dedicated NVIDIA Blackwell-accelerated computing and AI to help designers continue to push the limits of what is possible," said Anirudh Devgan, president and CEO of Cadence. "Purpose-built for the most advanced AI models of today and tomorrow, the Millennium M2000 Supercomputer delivers unprecedented designer productivity to propel the next generation of AI infrastructure, physical AI systems and drug discovery." "From biology to chip design, the world's most complex engineering challenges require simulation at scales and speeds only possible with accelerated computing," said Jensen Huang, founder and CEO of NVIDIA. "Built with NVIDIA Blackwell, CUDA-X and Cadence's computational software, the Millennium M2000 Supercomputer is a new class of infrastructure: an AI factory for science to drive breakthroughs that will transform discovery across disciplines." The next generation of infrastructure AI, physical AI and sciences AI requires sophisticated computational capability in data centers and edge devices. Building upon the success of the Millennium M1 Supercomputer, which delivers breakthrough performance and energy efficiency for high-fidelity computational fluid dynamics (CFD) simulations, the Millennium M2000 Supercomputer harnesses Cadence's broad array of EDA, SDA and molecular software solvers to perform massive simulations that were previously impossible, transforming approaches to semiconductor and 3D-IC design, data center digital twins, drug discovery modeling and other engineering challenges across the hyperscale computing, automotive, data center, and aerospace and defense markets.


Business Wire
07-05-2025
- Business
- Business Wire
Cadence Unveils Millennium M2000 Supercomputer with NVIDIA Blackwell Systems to Transform AI-Driven Silicon, Systems and Drug Design
SANTA CLARA, Calif.--(BUSINESS WIRE)--At its annual flagship user event, CadenceLIVE Silicon Valley 2025, Cadence (Nasdaq: CDNS) today announced a major expansion of its Cadence ® Millennium ™ Enterprise Platform with the introduction of the new Millennium M2000 Supercomputer featuring NVIDIA Blackwell systems, which delivers AI-accelerated simulation at unprecedented speed and scale across engineering and drug design workloads. Purpose-built for the most advanced AI models of today and tomorrow, the Millennium M2000 Supercomputer delivers unprecedented designer productivity to propel the next generation of AI infrastructure, physical AI systems and drug discovery. Share The new supercomputer integrates Cadence's industry-leading solvers with NVIDIA HGX B200 systems, NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs and NVIDIA CUDA-X libraries and solver software. This powerful combination delivers dramatic reductions in simulation run times and up to 80X higher performance versus CPU-based systems for electronic design automation (EDA), system design and analysis (SDA), and drug discovery applications. The supercomputer provides a tightly co-optimized hardware-software stack that enables breakthrough performance with up to 20X lower power across multiple disciplines, accelerating the build-out of AI infrastructure, advancing physical AI machine design and pushing the frontiers of drug design. 'The Millennium M2000 Supercomputer will drive the next leap in AI-accelerated engineering by leveraging our massively scalable solvers, dedicated NVIDIA Blackwell-accelerated computing and AI to help designers continue to push the limits of what is possible,' said Anirudh Devgan, president and CEO of Cadence. 'Purpose-built for the most advanced AI models of today and tomorrow, the Millennium M2000 Supercomputer delivers unprecedented designer productivity to propel the next generation of AI infrastructure, physical AI systems and drug discovery.' 'From biology to chip design, the world's most complex engineering challenges require simulation at scales and speeds only possible with accelerated computing,' said Jensen Huang, founder and CEO of NVIDIA. 'Built with NVIDIA Blackwell, CUDA-X and Cadence's computational software, the Millennium M2000 Supercomputer is a new class of infrastructure: an AI factory for science to drive breakthroughs that will transform discovery across disciplines.' The next generation of infrastructure AI, physical AI and sciences AI requires sophisticated computational capability in data centers and edge devices. Building upon the success of the Millennium M1 Supercomputer, which delivers breakthrough performance and energy efficiency for high-fidelity computational fluid dynamics (CFD) simulations, the Millennium M2000 Supercomputer harnesses Cadence's broad array of EDA, SDA and molecular software solvers to perform massive simulations that were previously impossible, transforming approaches to semiconductor and 3D-IC design, data center digital twins, drug discovery modeling and other engineering challenges across the hyperscale computing, automotive, data center, and aerospace and defense markets. Advancing Semiconductors and 3D-IC Design The industry's first purpose-built emulator for AI design, the Millennium M2000 Supercomputer combines all the multiphysics capabilities needed to analyze and optimize 3D-IC and advanced packaging designs, including power, thermal, stress/warpage and electromagnetics. This enables superior quality in a fraction of the time, ensuring engineering teams can achieve greater reliability and efficiency in their product development cycles. For example, traditional semiconductor chip-level power integrity simulations are limited to small windows of time. Customers can now deliver simulations in less than a day with one Millennium M2000 Supercomputer that previously would have taken hundreds of CPUs almost two weeks. Accelerating Autonomous System Design The AI infrastructure buildout requires a significant investment in data centers and compute infrastructure. Doing this in an energy- and resource-efficient manner is critical to delivering the next generation of foundation models from AI factories. Digital twins improve operational efficiencies, reduce risk and lower total power consumption. The Millennium M2000 Supercomputer accelerates the design and operation of these data center digital twins and the modeling process required for the racks, boards and equipment that power them. The Millennium M2000 Supercomputer also enables high-accuracy and high-capacity virtual simulations of machines that will embody AI outside of data centers, such as autonomous transportation, drones and robotics. To design these systems effectively, the combination of accelerated compute and computational software unlocks improved designs in a shorter time by delivering virtual wind tunnels that can precisely simulate real-world conditions. Designers of electronic and mechatronic systems can now make crucial decisions in less than a day versus multiple days, saving both time and energy compared to using a CPU-based Top 500 supercomputer cluster with hundreds of thousands of processors. Advancing Life Science Innovation Cadence Molecular Sciences accelerates drug discovery by enabling pharmaceutical customers to perform more simulations in less time with the Millennium M2000 Supercomputer. Cadence's Orion ® Molecular Design Platform on Cadence OnCloud, available on the Millennium M2000 Supercomputer, equips researchers with unmatched computational power to speed up the discovery of potential drug candidates and enhance process scalability. As a result, customers can explore more design scenarios and iterations within tighter deadlines, leading to faster innovation and improved product development. Availability and Customer Endorsements The Millennium M2000 Supercomputer is available both in the cloud and as an on-premises appliance. Multiple customers have provided endorsements, including Ascendance, Boom Supersonic, MediaTek, Supermicro and Treeline Biosciences, which can be viewed in the quote sheet. About Cadence Cadence is a market leader in AI and digital twins, pioneering the application of computational software to accelerate innovation in the engineering design of silicon to systems. Our design solutions, based on Cadence's Intelligent System Design ™ strategy, are essential for the world's leading semiconductor and systems companies to build their next-generation products from chips to full electromechanical systems that serve a wide range of markets, including hyperscale computing, mobile communications, automotive, aerospace, industrial, drug design and robotics. In 2024, Cadence was recognized by the Wall Street Journal as one of the world's top 100 best-managed companies. Cadence solutions offer limitless opportunities—learn more at © 2025 Cadence Design Systems, Inc. All rights reserved worldwide. Cadence, the Cadence logo and the other Cadence marks found at are trademarks or registered trademarks of Cadence Design Systems, Inc. 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