Cadence Design is preferred as a vertically integrated company with long device manufacturing, physical infrastructure and software connecting devices to enterprises. This overlooked layer offers a complete solution for SMBs avoiding separate infrastructure and AI agents, lowering prices and improving efficiency.
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Yes, IBM and Cadence Design are two companies we prefer because they operate in that vertically integrated field, where they have been manufacturing devices for a very long time.
Their expertise lies in building the physical technical infrastructure, and then building the software network that helps connect those devices to your enterprise-level business.
It is a layer that has been somewhat overlooked with regard to IBM. Many people are unaware of their capabilities on the software side, but we like this vertically integrated sector because you now offer a complete solution that, in my opinion, will be very attractive to small and medium-sized businesses that do not want to assemble a physical technology infrastructure and a large number of AI agents separately.
Shopping from one place means lower prices and better efficiency, and I think that's why we've admired IBM for so long, because they play a pivotal role in this field. You can also see that in the quality of their earnings growth over the past two years.