Synopsys CEO Sassine Ghazi discusses the company's artificial intelligence chip design partnerships with Amazon and OpenAI on ‘The Claman Countdown.’ #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #theclamancountdown #synopsys #sassineghazi #ghazi #amazon #openai #artificialintelligence #ai #technology #tech #chips #semiconductors #chipdesign #aichips #innovation #markets #business
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What Sassine Ghazi said
Written from the verified transcript and checked against it. Every figure links to the moment it was said.
Sassine Ghazi, CEO of Synopsys, discussed the company's role in chip design and recent partnerships. He confirmed that Synopsys software is essential for designing chips for intelligent systems, including those used by Google. He highlighted a $1 billion multiyear deal with Amazon to accelerate engineering of custom chips on native U.S. infrastructure, which includes royalty payments as chips go into production. Ghazi also discussed a partnership with OpenAI, emphasizing the importance of custom silicon for system companies and his belief in frontier models. He stated that an Anthropic IPO would expand business, not change strategy. Addressing the Ansys acquisition, he called it existential for physical AI, which requires digital twins. He mentioned collaboration with memory suppliers like Micron, Samsung, and SK Hynix to address shortages. He did not specify how he would handle broader production rampups beyond collaboration.
Key takeaways
Synopsys has a $1 billion multiyear deal with Amazon for custom chips with royalties on production.
OpenAI partnership is central to Synopsys' strategy for frontier models.
Anthropic IPO would expand Synopsys' business, not change it.
Ansys acquisition is existential for physical AI, enabling digital twins.
Synopsys software is essential for designing any chip for intelligent systems.
Four, three, two, one — ignition! And there it is. Some of the AI arms race is blasting off — literally. Google just launched a test satellite into orbit on a SpaceX Falcon 9 rocket, coming from Vandenberg Space Force Base in Santa Barbara County, California. The refrigerator-size satellite — and, according to our producer Sarah Caulfield, here's the technical term — was launched in partnership with Time and is currently carrying Google's processing units. It is not part of the tech giant's Project Sun Catcher, a long-term research experiment looking at putting data centers in space.
Now for the markets. Right now, the market is down — just under 1 percent — with plenty of names down under 1 percent. But again, there have been so many questions about these data centers in space, and this looks like one of the very first efforts to actually make that happen. Let's go live now to Ashley Webster, who is watching it all. And Ashley... Ashley, are you there?
One second there. Okay — the satellite, named MVP, contains specialized AI chips with the computing power of one server in a data center. That is fascinating stuff. And right here on Earth, below, Google is one of dozens of companies that relies on one company to actually make and design the chips — to look at the chips and test them to make sure they do not malfunction. That company provides the critical software and technology used by engineers — it's called Synopsys — to design, test, and verify AI chips. Synopsys shares are surging right now, up 13 percent, after announcing investor day and strategic partnerships. Chips are one of the big themes in the AI sector right now: Amazon and OpenAI. The stock is sitting right in the Nasdaq 100, currently on track for its highest close since June 4th. Here to tell us all about these partnerships, in a Fox Business exclusive, is Synopsys CEO Sassine Ghazi.
Ghazi, will your software be used in any of the Google stuff we just saw?
Well, you cannot design any chip for an intelligent system without using this software. This is designed for the validation of the silicon and the structure of the design — yes, we are fortunate.
And everybody thought software was going to be replaced somehow by AI, cutting... and you are one of these companies, and it sounds like it must have been pretty good. Talk about the Amazon deal — a billion-dollar deal, multiyear, to accelerate the engineering of Amazon's custom chips on native U.S. infrastructure. What does this mean for investors going forward?
So, one of the significant trends in chips and silicon is custom silicon. And what's important is that you need to optimize how you design the silicon for the various applications. So if you're running a Google search, or a frontier model at OpenAI, or Anthropic, or Microsoft, you need chips optimized for that stack. And that is a fantastic opportunity for Synopsys, because all of the system companies — Amazon and others — cannot build those custom chips without Synopsys IP. And some of those will be announced as new business. Then we customize the IP for our customer and we charge a royalty on top of that as well.
So, yes, the recurring revenue stream — yes, and that's what we're talking about. And investors love that, because it gives visibility and durability, and visibility is important.
And so your revenue grows as Amazon's chips go into production?
Yes. Of the $1 billion that was committed, it's for multiple generations of chips, and then we get paid on top of that — a royalty — as these chips go into revenue production.
And let's talk about OpenAI — the situation you have struck with them. I find this interesting: OpenAI has been out there manufacturing some of its own chips because, obviously, it does not want to be beholden to two blue-chip makers like NVIDIA and AMD, because they keep churning out chips and have a bunch of customers that they hope to ship chips to. So tell me, how do you view that outlook?
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Ghazi, S. (2026, October 3). Synopsys, OpenAI develop NEW AI model for chip design work [Interview transcript]. Fox Business. CEOInterviews.AI. https://ceointerviews.ai/interview/2987998/
MLA
Sassine Ghazi. "Synopsys, OpenAI develop NEW AI model for chip design work." Fox Business, 3 Oct. 2026. Transcript, CEOInterviews.AI, https://ceointerviews.ai/interview/2987998/.
BibTeX
@misc{ghazi2026_2987998,
author = {Sassine Ghazi},
title = {Synopsys, OpenAI develop NEW AI model for chip design work},
howpublished = {Interview transcript, Fox Business. CEOInterviews.AI},
year = {2026},
month = {oct},
url = {https://ceointerviews.ai/interview/2987998/},
note = {Speaker-attributed transcript with timestamps}
}
