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 ...

Core Insights - Dataiku has launched the Dataiku AI Factory Accelerator, designed to help enterprises transition AI from prototype to production, enhancing trusted enterprise intelligence at scale [1][2] - The solution integrates NVIDIA's AI infrastructure, optimizing for complexity, compliance, and scalability, thus enabling faster operationalization of AI across various industries [2][6] Company Overview - Dataiku is recognized as The Universal AI Platform™, combining human expertise and AI reasoning to deliver explainable and scalable AI solutions [7] - The company is trusted by 25% of the world's top companies and has backing from notable investors such as Wellington Management and Battery [8] Product Features - The Dataiku AI Factory Accelerator provides a high-performance foundation for developing and deploying AI at scale, catering to organizations across multiple sectors [3] - It integrates NVIDIA AI Enterprise software, including microservices and data science libraries, to enhance data science, model development, and inference capabilities [2] Industry Focus - The initial deployment of the Dataiku AI Factory Accelerator will target the financial services sector, facilitating applications like risk modeling, fraud detection, and customer personalization [4] - The solution is also applicable in the public sector, aiming to accelerate AI adoption and improve productivity [5][6]

Core Insights - Akamai Technologies has launched Akamai Inference Cloud, a platform designed to enhance AI inference capabilities by moving processing closer to users and devices, thereby reducing latency and improving performance [1][2][4] Company Overview - Akamai Inference Cloud leverages Akamai's global edge network, which consists of over 4,200 locations, and NVIDIA's advanced AI infrastructure to provide scalable, low-latency AI processing [4][5] - The platform aims to support the next generation of AI applications, including personalized digital experiences and real-time decision systems, by enabling intelligent, agentic AI inference at the edge [2][3] Technological Advancements - The platform integrates NVIDIA RTX PRO Servers and BlueField DPUs, enhancing the ability to process AI workloads efficiently from core to edge [4][5] - Akamai Inference Cloud is designed to facilitate streaming inference and agentic AI workflows, allowing for near-instantaneous responses and improved user engagement [5][9] Market Positioning - The launch targets 20 initial locations globally, with plans for further expansion, positioning Akamai as a leader in edge AI processing [6] - The collaboration with NVIDIA aims to redefine AI inference by decentralizing data processing and routing requests to optimal models, enhancing the capabilities of smart commerce agents and financial decision-making [5][9]

Industry Overview - The semiconductor industry is crucial for technological advancements in HPC, AI, automated driving, and IoT, with a bright long-term outlook due to the essential role of semiconductors in cloud functionality and data analysis [1] - Global semiconductor sales are projected to grow by 11.2% this year, following a 19% increase in 2024, driven by AI workloads demanding high-end logic chips and high-bandwidth memory [4] - Advanced nodes (below 20nm) capacity is expected to increase by 12%, with utilization remaining above 90%, while mature nodes utilization is projected to rise from 70% in 2024 to above 75% this year [5] Market Challenges - Geopolitical instability and U.S. tariffs are creating challenges, disrupting supply chains, delaying deliveries, and increasing prices, which may lead to a rich valuation despite the industry's long-term potential [2][3] - The ongoing geopolitical tensions, particularly regarding China and Taiwan, are raising concerns about supply chain disruptions and national security implications [9][17] Company Insights - NVIDIA Corp. is highlighted as a strong investment opportunity, with its GPUs leading in gaming and significant growth in enterprise, data center, and automotive sectors [24][27] - Texas Instruments (TXN) is also recommended for tracking, focusing on internal manufacturing capacity expansion and benefiting from U.S. semiconductor manufacturing incentives [31][34] Financial Performance - The semiconductor industry has gained 17.9% over the past year, outperforming the broader technology sector and S&P 500 index [18] - The industry is currently trading at a forward P/E ratio of 32.79X, which is below its median value but appears overvalued compared to the S&P 500 and broader sector [21][22] Future Growth Drivers - The industrial IoT market is expected to grow at a 12.7% CAGR between 2025 and 2033, driven by advancements in connectivity and AI adoption [7] - AI is identified as the largest driver of the semiconductor industry, transforming efficiency and competitiveness across various sectors [11][12]