Synopsys’s Amazon Deal and GPT-Synopsys: Ravi Subramanian

About this episode

The demand for workload-specific hardware is forcing a strategic shift in the semiconductor IP business. Synopsys's Ravi Subramanian joins Austin to discuss why the company is moving to a new royalty-based model for its custom "application optimized IP," starting with a billion-dollar deal with Amazon. Ravi also unpacks Synopsys's partnership with OpenAI and its vision for AI "agent engineers" that augment human designers, while explaining why physics-based simulation remains the ultimate ground truth. This episode is presented by Crusoe. Try Crusoe's managed inference for open models with $5 in free credits: https://semidoped.com/crusoe "in physics we trust is because at the end of the day, the ground truth to have the confidence, not hallucinate and be deterministic in your outcome is really what defines is a product going to be successful or not." — Ravi Subramanian, Synopsys Key Takeaways: - The hyperscaler IP model is shifting. Because 1-2 applications drive most revenue, companies like Amazon now demand custom “application optimized IP” instead of standards-based IP. - Synopsys is adopting a new business model for this custom work: a license fee, a “customization fee” to