NVIDIA Corporation (NASDAQ:NVDA) is one of the best NASDAQ growth stocks to buy for the next 5 years. On October 14, Oracle and NVIDIA announced a deepened collaboration at Oracle AI World to support sovereign AI initiatives and accelerate government digital transformation globally. The partnership combines NVIDIA’s AI computing platforms with Oracle’s scalable cloud infrastructure (Oracle Cloud Infrastructure or OCI) to enable organizations to build secure, AI-first systems. A key example is Abu Dhabi’s ...

Remote-First-Company | VIENNA, Va. & WASHINGTON, Oct. 28, 2025 (GLOBE NEWSWIRE) -- VAST Data Federal, a VAST Data subsidiary delivering the AI Operating System to the U.S. public sector’s defense, intelligence, and civilian agencies, today announced a strategic partnership with Leidos (NYSE: LDOS) to deliver a new, scalable model for cyber defense, which will be showcased live at NVIDIA GTC DC. Leidos, powered by NVIDIA AI Enterprise software and the VAST AI Operating System, aims to deliver a solution that ...

Accessibility StatementSkip Navigation www.purestorage.com (PRNewsFoto/Pure Storage) (PRNewsfoto/Pure Storage) Cisco Logo. Unifying compute, storage and networking to take generative AI from pilot to production SANTA CLARA, Calif., Oct. 28, 2025 /PRNewswire/ -- Pure Storage® (NYSE: PSTG) and Cisco (NASDAQ: CSCO) today announced a new FlashStack® Cisco Validated Design (CVD), adding to the collection of AI PODs, a key module within the Cisco Secure AI Factory with NVIDIA. The collaboration brings together co ...

New York and Washington, D.C., Oct. 28, 2025 (GLOBE NEWSWIRE) -- Today, Dataiku, The Universal AI Platform™, is helping enterprises worldwide move AI from prototype to production with the Dataiku AI Factory Accelerator. Powered by NVIDIA, the solution natively integrates directly into Dataiku’s governed platform, which unites human expertise and AI reasoning to power trusted enterprise intelligence at scale. The result: a faster, more trusted path to production-grade generative and agentic AI for companies ...

Accessibility StatementSkip Navigation Provides scalable, secure, and low-latency AI inference globally, to power the wave of Agentic and Physical AI CAMBRIDGE, Mass., Oct. 28, 2025 /PRNewswire/ -- Akamai Technologies, Inc. (NASDAQ:AKAM) today launched Akamai Inference Cloud, a platform that redefines where and how AI is used by expanding inference from core data centers to the edge of the internet. Akamai Inference Cloud enables intelligent, agentic AI inference at the edge, close to users and devices. Unl ...

行业前景 - 半导体行业处于技术革命前沿 推动HPC AI 电动汽车 自动驾驶 IoT等领域发展 长期前景光明[1] - 全球半导体销售额2024年增长19% 2025年预计增长11.2% AI工作负载推动高端逻辑芯片和HBM需求[4] - 先进制程(20nm以下)产能预计增长12% 利用率保持90%以上 成熟制程利用率从70%升至75%[5] - 工业物联网(IIoT)领域2025-2033年CAGR预计达12.7% 2025年25%工业企业将投资IIoT平台[7][8] 短期挑战 - 地缘政治不稳定和战争扰乱供应链 延迟交付并推高价格[2] - 美国关税加剧使用半导体的终端产品通胀 可能破坏贸易路线[3] - 乌克兰和中东持续紧张局势可能抑制需求 推高价格或造成更大范围市场中断[17] 市场表现 - 半导体行业过去一年上涨17.9% 同期科技板块涨9.6% S&P 500涨10.3%[18] - 行业当前远期市盈率32.79倍 高于S&P 500的21.89倍和科技板块的26.20倍 估值偏高[21] - 行业Zacks排名189 处于所有行业中后23% 但2026年整体盈利预期同比增26.5% 2027年增46.8%[13][15] 重点公司 - NVIDIA在游戏 企业 数据中心 云和汽车部署领域处于领先地位 生成式AI推动其计算需求指数级增长[24][25] - NVIDIA数据中心业务强劲 客户包括AWS 谷歌云 微软Azure等 医疗合作伙伴推进基因组学和药物研发[26][27] - NVIDIA2026年营收和盈利预期分别增长51.4%和42.1% 2027年分别增长25.2%和31.8%[29] - 德州仪器(TXN)专注于工业和汽车市场(占收入70%) 计划2030年前实现95%晶圆内部采购 80%采用300mm工艺[32][36] - 德州仪器获16亿美元政府资助 在得州和犹他州建设三座300mm晶圆厂 2025年营收和盈利预计分别增长20.6%和6.7%[34][38] 技术驱动因素 - AI是最大单一驱动力 推动效率 成本效益 自动化 安全等方面变革 成为有效竞争的必备技术[11] - 数据中心 汽车 医疗 金融服务等领域的数据密集型应用和机器学习算法进步持续推动行业增长[12] - 5G 边缘计算和传感器网络等技术推动IoT市场稳步增长[7] 供应链调整 - 半导体公司正减少对中国依赖 多元化供应链 这一过程将持续数年[17] - 即时生产模式不再受青睐 企业更注重供应链韧性以应对疫情 战争和关税等外部干扰[17] - NVIDIA将部分生产转移至美国 在亚利桑那和得州建设制造设施[28]