AI Index / Cadence Design Systems, Inc.
Cadence Design Systems, Inc. (CDNS)
Cadence Design Systems' businesses include electronic design automation (EDA) software, system design and analysis (SDA), hardware platforms like Palladium and Protium and intellectual property (IP) cores. AI contributes to these areas through the Cadence.AI portfolio, which integrates AI-driven automation into EDA tools while also enhancing productivity. AI is also embedded in SDA solutions and drives demand for hardware platforms used in designing chips for AI workloads. Cadence has launched Fem.AI, an initiative aimed at increasing women's representation and leadership in the tech industry, with a focus on AI.
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We finished 2025 with a record backlog of $7.8 billion, well ahead of plan, reflecting broad-based portfolio strength and increasing contributions from our AI solutions.
- Anirudh Devgan
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Quotes from cadence Executives About Artificial Intelligence and Generative AI
Our platform is best viewed as a 3-layer cake framework, accelerated compute being the base layer, principal simulation and optimization as the critical middle layer and AI as the top layer to drive intelligent exploration and generation.
- Anirudh Devgan
Building on this foundation, we are deploying Agentic AI workflows powered by intelligent agents that autonomously call our underlying tools.
- Anirudh Devgan
We see growing momentum on both AI for design and design for AI fronts.
- Anirudh Devgan
Last week, we launched ChipStack AI Super Agent, the world's first Agentic AI solution for automating chip design and verification.
- Anirudh Devgan
Our other AI products such as Cadence Cerebrus, Verisium and Allegro X AI are proliferating at scale.
- Anirudh Devgan
A marquee hyperscaler embraced the Cadence digital full flow for its first full customer-owned tooling AI chip tape-out.
- Anirudh Devgan
Our IP business saw strong momentum with revenue growing nearly 25% in 2025, reflecting both the strength of our expanding IP portfolio and the critical role our STAR IP solutions play in the AI, HPC and automotive verticals.
- Anirudh Devgan
Earlier in the year, we introduced the new Millennium M2000 AI supercomputer featuring NVIDIA Blackwell, which is ramping nicely.
- Anirudh Devgan
Our reality data center digital twin solution continued its strong momentum and was deployed at several leading hyperscalers and marquee AI companies.
- Anirudh Devgan