Naso Nain's questions to Cadence Design Systems Inc (CDNS) leadership • Q2 2025
Question
Naso Nain from Berenberg asked about the potential adoption barriers for Agentic AI, questioning if they would be operational or human-related.
Answer
President & CEO Anirudh Devgan argued that adoption barriers in EDA are low compared to other software sectors. He cited two key reasons: (1) chip designers are already accustomed to high levels of automation, and (2) the exponential increase in design complexity makes AI a necessity to keep pace, not a threat to jobs. He concluded that the primary factor for adoption is the tool's ability to deliver tangible productivity and performance benefits.