the last time i saw a hardware company this involved with a software company was in the WinTel days. so AMD has huge demands on EDA workloads... and Google is AMD's premier Client and the world's largest Cloud Compute business (Amazon's no slouch either). Google has announced that AMD is expanding its datacenter operation to Google's cloud (using Epyc, natch) in a dovetailed expansion/cost-cutting maneuver where AMD doesn't have to build anything (or hire more personnel) to roughly double the EDA workload for designing next-gen CPUs. and this is in addition, not subtraction of capabilities while dramatically lowering cost - and being the poster boy for Google's AI & ML that comes with the "package". Intel of course has its own datacenters but does not have the software expertise of Google (until they buy it).