Side-by-side comparison of AI visibility scores, market position, and capabilities
Cadence Design (CDNS) reported $4.6B revenue in FY2024, up 13% YoY. #2 EDA software company. Essential for AI chip design. ~10,000 employees. HQ: San Jose, CA. Market cap ~$70B.
Cadence Design Systems is the world's second-largest electronic design automation (EDA) company, headquartered in San Jose, California. Founded in 1988, Cadence develops tools and IP that semiconductor engineers use to design, simulate, and verify chips. The company reported $4.6B in revenue for FY2024, up 13% year-over-year, with a market cap of approximately $70B. Cadence tools are critical to NVIDIA's GPU design, Apple's chip development, and the broader AI semiconductor supply chain.
Llama 4 open-source model (Scout, Maverick, Behemoth) released March 2026; Meta AI assistant deployed to 700M+ users across WhatsApp, Instagram, Facebook. FAIR research driving multimodal AI advances; $35B AI capex in 2025.
Meta Platforms is a Menlo Park, California-based technology conglomerate operating the world's most widely used social media ecosystem — Facebook (3+ billion monthly active users), Instagram (2+ billion MAU), WhatsApp (2.8+ billion MAU), and Threads (launched 2023) — while investing heavily in virtual reality hardware (Meta Quest), augmented reality glasses (Meta Ray-Ban, Orion AR glasses in development), and AI research (Llama open-source model family). Listed on NASDAQ (NASDAQ: META), Meta generated $164.5 billion in revenue in fiscal year 2024 and employs approximately 74,000 people globally.
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