NVIDIA invests in Synopsys to expand reach of GPU-enabled simulation
NVIDIA invests in Synopsys to expand reach of GPU-enabled simulation Yesterday, Synopsys and NVIDIA announced that NVIDIA is taking a $2 billion equity stake in Synopsys as part of a broader partnership centered on AI, chip design, and market expansion. This deal...
Time for a pause …
It’s been a very busy Fall —let’s face it, it’s been a tough year— so it’s lovely to feel things slowing down this week. In the US, Thanksgiving Thursday is about food, family, friends, and being grateful for the bounty in our lives. And if you don’t...
PTC sells ThingWorx+Kepware to TPG
PTC sells ThingWorx+Kepware to TPG PTC and TPG announced last night that PTC is selling Kepware and ThingWorx to TPG to “provide the businesses with additional capital and expertise to accelerate growth and further their leadership to meet the evolving...
When AI isn’t just a tool, it’s a partner: Pricing the value
When AI isn’t just a tool, it’s a partner: Pricing the value A couple of weeks ago, I wrote about Autodesk introducing outcome-based pricing for (some, all?) of its AI offerings. I wrote, This makes sense when we consider the AI products Autodesk is planning to bring...
Bluebeam Unbound 2025: AI, MagicWand, and why user conferences rock
Bluebeam Unbound 2025: AI, MagicWand, and why user conferences rock Have I mentioned how much I love user conferences? They’re hands-down my favorite type of event. Investor and analyst gatherings may be more focused, but they can’t match the energy of users charging...
Polymer printing, virtual factories, and a $5 billion bet on physical AI
Polymer printing, virtual factories, and a $5 billion bet on physical AI I haven’t had time for a full news roundup lately, but here are a few items that caught my eye—presented in no particular order: 3D Systems is reshaping its software portfolio, announcing plans...
Autodesk wants you to pay for outcomes, not just access
Autodesk wants you to pay for outcomes, not just access Autodesk held its bi-annual investor event yesterday, and much of it was product-related, a repeat of what we heard at Autodesk University. One thing that became clearer yesterday, though, was how Autodesk will...
Quick catchup: Ajai Gopal to join Procore, Desktop Metal finds a home, CAE partners merge, more AI
Quick catchup: Ajai Gopal to join Procore, Desktop Metal finds a home, CAE partners merge, more AI A lot is going on (is there ever not?), so here are a few bits and pieces you might find interesting: I don’t usually write about executive transitions, but this...
