Rankings/VAST Data
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VAST Data

NativePrivateUpdated November 3, 2026

AI data/storage infrastructure central to AI training stacks

CEO
Renen Hallak
Founded
2016
HQ
New York City, United States
Total Funding
$1.4B
Employees
1001-5000
Flag a data issue
AI Infrastructure
44.5Bluescore
Momentum—
Market MapLocked
Rank change (7d)60

Products & Offerings

VAST AI Operating System

A unified software platform that combines storage, database, serverless compute and agent runtime for AI workloads at scale.

PlatformEnterpriseFlagship2025

VAST DataStore

The core all-flash storage layer, formerly called Universal Storage, offering fast file, object and block access for AI and HPC clusters.

InfrastructureEnterpriseCore Platform2019

VAST InsightEngine

Built with NVIDIA, it computes and indexes vector embeddings as data arrives to power real-time RAG and semantic search.

PlatformEnterpriseHigh Growth2024

VAST AgentEngine

A low-code environment for deploying, orchestrating and auditing AI agents that work across data and tools on the VAST platform.

PlatformEnterpriseEmerging2025

VAST DataBase

A transactional and analytical database built into the platform for structured data, metadata and large-scale analytics.

DataEnterpriseLive2023

Executive Summary

What they do

  • Sells the VAST AI Operating System, combining storage, database and compute in one software platform
  • Gives large AI training and inference clusters an all-flash data layer that scales across files and objects
  • Adds InsightEngine for retrieval-augmented generation (RAG) and AgentEngine for running AI agents on the same platform

Why it matters

  • CoreWeave signed a $1.17B deal making VAST its main data platform
  • Valued at $30B after a roughly $1B Series F in 2026, and reports positive free cash flow
  • Works closely with NVIDIA, including a CUDA-accelerated data stack announced at VAST Forward 2026

Best fit

  • GPU cloud providers and AI labs running large training and inference clusters
  • Enterprises combining scattered storage, data lakes and vector search into one AI data platform
  • High-performance computing, media and research groups that need fast parallel file access at petabyte scale

Watch-outs

  • Premium pricing and complex sizing compared with simpler storage arrays for mid-size use cases
  • Newer layers such as AgentEngine and Polaris are less proven than core storage
  • Running the whole AI stack on one vendor's platform increases switching costs

Latest News

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Analyst VerdictShortlist

VAST Data is a proven choice for AI data infrastructure: it is the main data platform at CoreWeave and partners with other GPU clouds such as Lambda, Nebius and Crusoe. Buyers building or expanding GPU clusters should compare it with WEKA, DDN, Pure Storage and NetApp. Separately, check whether the newer agent and RAG features are mature enough before relying on them beyond storage.

Signal Provenance

Latest observation date and source for each signal category

Signal CategoryLast UpdatedSource
Funding Signals
Last funding round, Funding stage
Oct 31, 2026Montclare research agents
Hiring Velocity
Headcount, Headcount growth
Nov 3, 2026Montclare research agents
Technical Output
Research papers, GitHub activity
Nov 3, 2026Montclare research agents
News Sentiment
News mentions, News sentiment
Nov 3, 2026Montclare research agents
Partnership Signals
Enterprise partnerships, Distribution partners
Nov 3, 2026Montclare research agents
Revenue Indicators
ARR estimate, Revenue growth
Nov 3, 2026Montclare research agents
Leadership Signals
CEO tenure, Founder-led
Nov 3, 2026Montclare research agents
Competitive Position
Category rank, Market share
Nov 3, 2026Montclare research agents

Why this Bluescore?

6 dimensions, each scored 0–10 against all — companies. Each adds its weight × score to the Bluescore — see methodology

D1 · Business Model & Revenue (21%)
4.2
+8.7 of 21 pts · 26th pct
D2 · Product Depth (21%)
5.8
+12.2 of 21 pts · 71th pct
D3 · Data & Model Moat (19%)
3.7
+7.0 of 19 pts · 49th pct
D4 · Talent & Research (16%)
2.7
+4.3 of 16 pts · 28th pct
D5 · Customer Adoption (13%)
5.4
+7.0 of 13 pts · 65th pct
D6 · Investment Momentum (10%)
5.4
+5.4 of 10 pts · 64th pct

Risks

Newer AgentEngine and InsightEngine layers have limited enterprise production track records so far
Medium
A large share of revenue depends on GPU cloud spending, which could slow if AI capex cools
Medium
Moving storage, database and agents onto one platform makes it hard to switch vendors later
Medium
Possible IPO could shift pricing, sales focus and support priorities during the transition
Low
Competition from WEKA, DDN, Pure Storage and NetApp may compress pricing and differentiation
Low
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