The institutional move is Cadence accepting Nvidia not only as a supplier of acceleration, but as a partner in how engineering work gets organized. The company framed the expanded collaboration around agentic AI, simulation, and digital twins for semiconductor design, physical AI systems, and AI factories through accelerated solutions across agentic AI. That moves the center of gravity away from procurement and toward workflow lock-in. Once simulation, verification, and design review are written around accelerated computing, the GPU shortage story becomes too small: the stronger asset is the engineering process…