VAST Data

The next generation of AI is being built by model builders, AI clouds, research teams and enterprises pushing infrastructure to its limits. VAST Data is proud to provide the data foundation behind many of those environments – helping teams train, infer, retrieve, reason and operate at massive scale. Being named to the Redpoint InfraRed 100 is a recognition of the critical infrastructure layer that makes this work possible. A sincere thank you to the engineers, partners, and customers building the future of AI alongside VAST 🚀

Still thinking about yesterday's panel at Mistral AI Now Summit in with NVIDIA's Rod Evans, Mistral AI's Yann Leger, "No Shortcuts: AI Infrastructure Is the New Critical Infrastructure." The throughline: AI factories aren't bigger clusters, they're a different kind of system. Compute, data, memory and models have to be designed as one thing. That's the bet behind what we announced with Mistral and NVIDIA, one of Europe's largest GB300 NVL72 deployments, with Mistral Compute running on the VAST AI OS as part of its data foundation. Rod said it best on stage when asked about the biggest challenge in building AI factories: data. That landed, because it's exactly what we see every day. Two themes stuck with me on the flight back. How data itself has changed in this AI era. The old assumptions broke. Performance has to scale linearly with the cluster. Scale moved from petabytes to exabytes across sites. Multi-tenancy became a hard isolation problem, not a billing construct. The shape of data exploded: files, objects, tables, vectors, KV cache, agent memory, all in one namespace, no copies, no stitched pipelines. And uptime expectations shifted from "five nines for the database" to "the factory cannot stop." What's changing with inference and agents. Training was bursty. Inference and agents are always-on, latency-sensitive, stateful. Kubernetes becomes the substrate, so data services have to be first-class there, not bolted on. Security and governance move from perimeter to per-request, every agent call carries identity, policy and audit. And the unit of output is now useful tokens per watt, per dollar, per second. Sovereignty, in the end, is exercised at the data layer. Where data lives, how it moves, how it's governed in production. That's what makes this build matter. Thanks to the Mistral team for the room, and to Rod and Yann for a sharp conversation.

VAST Data CEO, Renen Hallak joined CNBC's Jon Fortt to talk about the state of AI infrastructure: the NAND shortage, the ecosystem mission, and where VAST is on the S-curve (spoiler: very early). The takeaway is no one builds this alone. The future of AI infrastructure depends on partners across the stack moving in the same direction. Watch the interview now: https://lnkd.in/gSzkjVig

Your AI strategy is only as strong as the data behind it. If your models are slow, your agents are unreliable or your stack is costing more than it delivers you need to meet with VAST Data at The AI Summit Series in London. Discover why the world's most data-intensive organizations are replacing complexity with VAST. Set a meeting to start fueling innovation: https://lnkd.in/gEEbAdyX

VAST Data CEO Renen Hallak tells me he raised a $1 billion Series F at a $30B valuation, more than tripling the $9B Series E from two years ago. He said VAST manages about half of all datacenter NAND, is tripling year-over-year, closed its first profitable year with a 228% Rule of 40, and could be IPO-ready by year-end. Hallak called APAC and the Middle East the fastest AI-adopting regions, and said NAND supply won't catch demand until about 2029. Full Fortt Knox conversation linked in the comments.

One of Europe's largest NVIDIA GB300 NVL72 deployments is coming online, and Mistral AI has adopted the VAST AI Operating System as part of its data foundation. Production AI requires infrastructure designed as a system from the start, spanning energy, silicon, compute, storage, models, and applications. General-purpose cloud capacity assembled after the fact will not close the gap. That's the blueprint behind this build: 🚀 Accelerated compute from NVIDIA 🚀 Frontier models from Mistral 🚀 The unified AI data platform from VAST More on the partnership: https://lnkd.in/gwK93HsT

The Redpoint InfraRed 100 is now live. These are the companies building the infrastructure that powers everything happening in AI right now, from world models and agent runtimes to the sandboxes, databases, and security tools agents depend on. Congratulations to this year's honorees! Read the full 2026 InfraRed Report: our state of the union on AI and cloud infrastructure 👉 https://lnkd.in/eEevP-Wd

Operating modern data pipelines should not be an exercise in system complexity. Fragmented tools and brittle ETL frameworks degrade GPU efficiency and stall enterprise AI initiatives. The VAST AI OS replaces structural sprawl with a single, programmable operating layer that integrates streaming, database services, and serverless compute directly where the data resides. Maximizing token throughput requires an architecture optimized for data velocity, not passive storage. Learn how VAST collapses the data stack in this month's The VAST View.

VAST Data is officially expanding its physical footprint into Western Canada. As enterprise AI, sovereign deep learning pipelines, and high-performance data processing scale across British Columbia, Alberta, Saskatchewan, and Manitoba, legacy infrastructure is hitting a definitive wall. The traditional model of tiering data across slow hard-drive archives no longer meets the speed demands of modern inference engine workloads. The VAST AI Operating System eliminates these infrastructure trade-offs by unifying storage, database, and compute to transform data into action. To support this rapid re-platforming, a dedicated regional team has been established to serve as local technical and channel partners for innovation across Western Canada's energy, public sector, and enterprise ecosystems. Swipe through to meet the team leading the expansion: 🚀 Paul Becker – Regional Account Executive 🚀 Neal Martyniuk – Senior Systems Engineer 🚀 Oren Myara – Channel Sales Manager Connect with the team to eliminate bottlenecks and future-proof your AI data foundation 🇨🇦

Eight sessions. One complete picture of AI-scale data infrastructure. This 8-part webinar series examines the architectural choices required to evaluate, design and build modern analytics and AI platforms without legacy trade-offs. Join the next technical brief on May 27th, Beyond the Data Warehouse: Building AI-Ready Analytics with the VAST DataBase. Andrius Markvaldas and Bryan Whitmore will dissect how VAST eliminates separate database layers by integrating native storage, streaming, and query execution paths into one system, backed by performance benchmarks at scale. Learn how to future-proof your data platform footprint. Secure a spot for the May 27th broadcast: https://lnkd.in/gXy_st6p