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北京时间·🕒 发布 08:45:00时区推断·⟳ 抓取 08:46:32·⚡ 决策 07-27 08:47:06 +34s·92.3 天前

西门子宣布与英伟达扩展EDA智能体AI工作流合作

这是西门子与英伟达围绕EDA智能体、Nemotron模型和加速计算的产品能力宣传,未披露订单金额、客户采购承诺或可量化收入增量。

📄 原文PR Newswire Technology↗ 原文
Siemens advances self-verifying agentic AI workflows for semiconductor and PCB design
- Combines Siemens' EDA expertise and software with NVIDIA AI infrastructure and software to improve result quality, ti…
不做 西门子(SIE.DE)
大市值工业软件主标的的产品合作宣传,未披露订单金额、付费客户或业绩增量,短线无明确edge,不做。
不做 英伟达(NVDA.US)
英伟达仅作为AI基础设施和模型技术合作方出现,属于生态扩展软催化,未形成相对市值可量化的新收入,主标的不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-07-27 · 扩散 low · price-in 风险 medium ↗

关键理由

  • 这是西门子与英伟达围绕EDA智能体、Nemotron模型和加速计算的产品能力宣传,未披露订单金额、客户采购承诺或可量化收入增量。
  • 对英伟达(NVDA.US)和西门子(SIE.DE)这类大市值公司而言,该事件更像既有AI/工业软件叙事延伸,短线难形成市值级重定价。

主要风险

  • 若后续披露大型EDA客户付费落地或明确采购金额,需要重新评估。

原文全文

展开原文 · 11,639 字
- Combines Siemens' EDA expertise and software with NVIDIA AI infrastructure and software to improve result quality, time-to-results, tool-calling reliability and token efficiency for long-running engineering workloads
- Enables agentic AI workflows that help engineers improve productivity and design quality across the electronic design automation (EDA) lifecycle
- Delivers more predictable, trusted outcomes through physics-based EDA software validation
- Integrates with Siemens' Intelligence Center X, supporting agent creation and orchestration, and intelligence into broader enterprise reasoning across design, manufacturing and supply chain operations
PLANO, Texas, July 26, 2026 /PRNewswire/ -- Siemens today announced an expansion of its strategic partnership with NVIDIA to deliver self-verifying agentic AI workflows to EDA, helping semiconductor and printed circuit board (PCB) engineering teams move from autonomous task orchestration toward more trusted, continuously validated engineering outcomes. The new capabilities build on Siemens' recently introduced Fuse™ EDA AI Agent system and add new NVIDIA AI technology to help long-running, domain scoped, AI agents reason, act and continuously validate decisions against deterministic, physics-based EDA engines.
The updates to Siemens' Fuse EDA AI Agent are designed to help the semiconductor and PCB industry move beyond simple automation and deliver trusted and verifiable outcomes that improve result quality, time-to-results, tool-calling reliability and token efficiency across long-running engineering workloads. The Fuse EDA AI Agent system is now integrated into Siemens' recently launched Intelligence Center X, supporting agent creation and orchestration in Siemens' enterprise industrial AI environment. Intelligence Center X delivers AI-driven, coordinated processes across design, manufacturing and supply chain – enhancing the comprehensive Digital Twin to support smarter execution and more trusted outcomes.
"Our expanded collaboration with NVIDIA enhances our domain-specific industrial AI, physics-based EDA engines and accelerated computing to create trusted, self-verifying AI workflows," said Amit Gupta, senior vice president and chief AI strategy officer, Siemens EDA, Siemens Digital Industries Software. "By enabling autonomous and long-running EDA AI agents to continuously validate their decisions against proven engineering tools accurately and efficiently, we help customers accelerate development, improve design quality and increase confidence in trusted engineering outcomes."
"Semiconductor and PCB design are among the most complex engineering challenges in the world, and AI agents need trusted tools to reason, act and verify their work," said Timothy Costa, vice president and general manager of computational engineering at NVIDIA. "Siemens is combining its EDA software with NVIDIA accelerated computing, AI software and Nemotron open models to create self-verifying agentic workflows that improve design quality, speed up results and give engineering teams greater confidence in every step of the process."
Enabling trusted self-verifying AI agents for semiconductor and PCB design
The Fuse EDA AI Agent solution now combines Siemens engineering intelligence and trusted verification capabilities with NVIDIA AI infrastructure technologies to execute complex semiconductor design tasks with enhanced speed and precision:
- Optimized EDA agents built with NVIDIA NeMo Gym open library for agentic environments improve result quality, speed and token efficiency for semiconductor and PCB design. This empowers customers with EDA design flows that get smarter over time with self-verifying agents which learn from every project to automatically improve execution strategies, optimize workflows and make better use of accumulated context.
- The NVIDIA OpenShell secure runtime enables enterprise scale design teams to run autonomous agents across their entire EDA environment with enterprise-grade security, access controls and audit trails within governed runtime environments.
- Advanced reasoning with the latest NVIDIA Nemotron models and Switchyard accelerates design with AI agents that understand complex engineering trade-offs at the speed of AI reasoning and supports complex engineering workflows with improved performance and token efficiency.
- NVIDIA accelerated computing and CUDA-X libraries helps design teams achieve signoff-quality results in hours instead of days, powering both AI reasoning and EDA engines for dramatic speedups without sacrificing accuracy.
Together, these capabilities enable secure and token-efficient multi-agent coordination, real-time feedback and improved convergence across semiconductor and PCB design and verification flows, helping customers achieve trusted engineering outcomes.
Comprehensive end-to-end design automation
Building on these capabilities, Siemens' Fuse EDA AI Agent orchestrates workflows across the semiconductor and PCB lifecycle. Domain-specific agents collaborate across synthesis, verification, implementation and validation processes to optimize outcomes holistically.
The new offering spans Siemens' EDA technologies across the full semiconductor and electronics lifecycles, from high-level synthesis with Catapult, verification with Questa One and Veloce, and custom IC design and verification with Solido, through to physical implementation with Aprisa, signoff verification with Calibre and design-for-test with Tessent. It also supports advanced 3D IC integration using Innovator3D IC and PCB design with Xpedition.
Accelerating custom integrated circuit (IC) design with agentic AI
The expanded collaboration enhances Siemens' Solido Characterization Suite with agentic AI capabilities. These agentic workflows automate library characterization by automatically generating and verifying Liberty files by running Solido Characterizer with Solido LibSPICE, Solido Generator and Solido Analytics. The solution delivers production-proven results for advanced-node standard cell, memory and custom IP libraries while reducing characterization turnaround times by more than 10X and achieving over a 5X to 10X reduction in token costs.
These agentic capabilities extend further into the custom IC design flow with the new Solido Layout Analyzer, an AI-powered measurement-aware solution for visualizing, exploring and analyzing parasitic and layout-dependent effects in post-layout designs. Integrated with Fuse EDA AI Agent, Solido Layout Analyzer dramatically boosts design quality and engineering productivity by enabling natural language prompting with results analysis, fixing recommendations, and report generation.
"For STMicroelectronics' non-volatile memory team, the ability to relate layout insight directly to electrical behavior is critical. Rather than discovering layout dependent effects late in the process, Solido Layout Analyzer brings this analysis earlier into the flow, improving design confidence and helping cut down the time we spend debugging complex design blocks by weeks. We are planning to test and validate the advantages in our on-going design activity," said Gianbattista Lo Giudice, Non-Volatile Memory Design manager, STMicroelectronics.
Accelerating digital verification with agentic AI
With verification consuming up to 70 percent of design time and complexity, the industry faces an unprecedented productivity crisis. Building on the recently announced Questa One Agentic Toolkit, Siemens is extending these domain-scoped agentic AI workflows with NVIDIA's Nemotron 3 Ultra reasoning model, designed for complex, long-running agents. In agentic RTL benchmarking with the ACE-RTL agent, Nemotron 3 Ultra leads among open models. Its reasoning and efficiency help autonomous agents evaluate engineering trade-offs while continuously validating designs against golden test harness. This enables teams to identify issues earlier, accelerate verification closure, and deliver trusted outcomes faster.
"We're at an inflection point where the complexity of AI chips, chiplets, and 3D ICs has outpaced traditional verification methodologies," said Abhi Kolpekwar, senior vice president and general manager Digital Verification Technologies, Siemens EDA, Siemens Digital Industries Software, "agentic AI is the natural path forward that scales with this complexity—agents that can orchestrate multi-domain verification, reason across billions of test scenarios, and deliver production-quality results in timeframes that were impossible just two years ago." path forward that scales with this complexity—agents that can orchestrate multi-domain verification, reason across billions of test scenarios, and deliver production-quality results in timeframes that were impossible just two years ago."
Availability
Siemens' expanded AI-driven EDA capabilities will be available in forthcoming releases of Siemens' AI-native EDA portfolio. To learn more about how Siemens is bringing the power of Agentic AI to the EDA industry, visit https://www.siemens.com/en-us/products/fuse-eda-ai-system/agent/
Siemens Digital Industries Software helps organizations of all sizes digitally transform using software, hardware and services from the Siemens Xcelerator business platform. Siemens' software and the comprehensive digital twin enable companies to optimize their design, engineering and manufacturing processes to turn today's ideas into the sustainable products of the future. From chips to entire systems, from product to process, across all industries. Siemens Digital Industries Software – Accelerating transformation.
Siemens Digital Industries (DI) empowers companies of all sizes within the process and discrete manufacturing industries to accelerate their digital and sustainability transformation across the entire value chain. Siemens' cutting-edge automation and software portfolio revolutionizes the design, realization and optimization of products and production. And with Siemens Xcelerator – the open digital business platform – this process is made even easier, faster, and scalable. Together with our partners and ecosystem, Siemens Digital Industries enables customers to become a sustainable Digital Enterprise. Siemens Digital Industries has a workforce of around 70,000 people worldwide.
Siemens AG (Berlin and Munich) is a leading technology company focused on industry, infrastructure, mobility, and healthcare. The company's purpose is to create technology to transform the everyday, for everyone. By combining the real and the digital worlds, Siemens empowers customers to accelerate their digital and sustainability transformations, making factories more efficient, cities more livable, and transportation more sustainable. A leader in industrial AI, Siemens leverages its deep domain know-how to apply AI – including generative AI – to real-world applications, making AI accessible and impactful for customers across diverse industries. Siemens also owns a majority stake in the publicly listed company Siemens Healthineers, a leading global medical technology provider pioneering breakthroughs in healthcare. For everyone. Everywhere. Sustainably.
In fiscal 2025, which ended on September 30, 2025, the Siemens Group generated revenue of €78.9 billion and net income of €10.4 billion. As of September 30, 2025, the company employed around 318,000 people worldwide on the basis of continuing operations. Further information is available on the Internet at www.siemens.com.
Note: A list of relevant Siemens trademarks can be found here. Other trademarks belong to their respective owners.
SOURCE Siemens Industry Software

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