Synopsys Teams With OpenAI on GPT-Synopsys and Sets 2030 Targets

GPT-Synopsys: OpenAI's models meet EDA tools

Synopsys CEO Sassine Ghazi announced a partnership with OpenAI to develop and deliver GPT-Synopsys. According to Synopsys, the model combines OpenAI's frontier AI with Synopsys' EDA tools and chip design expertise. The two companies will collaborate as preferred partners.

The announcement is part of a wider strategy for AI-driven design and simulation. Synopsys says customers can adopt its agentic AI portfolio in the way that fits their engineering environment. They can deploy the full Synopsys Autopilot platform, integrate Synopsys agents into their own AI platforms, or use frontier AI models optimized for specialized engineering workflows.

Across all three routes, the company says it supplies the engineering context, domain-specific agents and execution engines behind advanced products. Synopsys also says the model opens several ways to earn revenue from AI-driven engineering, through a mix of subscription and consumption-based models across tools, agents and platform.

A new approach to silicon IP

Synopsys is expanding beyond traditional standards-based IP into application-optimized IP, or AOIP. The aim is to help customers build differentiated silicon tailored to specific workloads and system architectures. The company points to rising demand for custom silicon among hyperscalers and system companies as the driver.

Synopsys calls this the 'Factory 2' IP model. According to the company, it increases the value Synopsys captures per design win and its participation in the long-term growth of custom silicon and AI infrastructure. It plans to use its interface IP position, system expertise and engineering scale to deliver optimized IP subsystems and platforms that speed time-to-market while improving performance and efficiency.

As early evidence, Synopsys says it has secured multiple AOIP customers across compute, ASIC and AI connectivity architectures. These include an IP agreement with Amazon, announced the same day.

Ghazi summed up the thinking: "AI is creating multiple, reinforcing growth engines for Synopsys."

Financial outlook and share repurchases

Synopsys gave guidance for fiscal year 2027 and a multi-year framework through fiscal year 2030. It expects fiscal 2027 revenue growth of approximately 15% year over year, reaching $11.15 billion at the midpoint of its guidance range.

The long-term objectives cover fiscal 2026 to 2030 and are stated as of September 30, 2026. According to the company's table:

• Company revenue growth in the mid-teens, with a free cash flow margin of about 15% and an operating margin of about 50% by fiscal 2030.
• Design automation: EDA growth in the mid-teens (13%+) and software and AI growth in the double digits (10%+).
• Design IP growth in the high teens (17%+).
• Non-GAAP EPS growth in the mid 20% range.

The company says these are forward-looking non-GAAP measures. Capital allocation objectives may vary with market conditions, strategic opportunities and balance sheet priorities.

After investing in the business, Synopsys expects to return up to 50% of free cash flow to shareholders through share repurchases. It intends to buy back approximately $1 billion in shares over the coming months, subject to market conditions. CFO Shelagh Glaser said the framework reflects "confidence in both our growth trajectory and our ability to scale efficiently."

What it means

For chip designers, the announcements point to more ways of using AI inside established EDA workflows, from a full platform to individual agents or a dedicated model built with OpenAI. For the market, Synopsys is signaling that it wants to earn more per design in IP and to add recurring, consumption-linked revenue from AI-driven engineering. The source gives no pricing, release timing or performance data for GPT-Synopsys, so its availability and capabilities remain to be seen.