VAST Data
🇺🇸VAST Data, Inc.
Company info
Overview
AI Operating System company unifying storage, database, and compute for AI data infrastructure.
Industry tags
Key people
Core products and services
7 productsVAST AI Operating System
Unified OS layer combining storage, database, compute runtime, and agentic execution.
VAST DataStore
All-flash multiprotocol storage (NFS/SMB/S3/Block/CSI) for AI-scale datasets.
VAST DataBase
Database layer for structured data, vectors, streams, and metadata in AI pipelines.
VAST DataSpace
Global namespace spanning on-prem, cloud, and edge deployments.
VAST DataEngine
Compute and orchestration engine with event triggers and Kafka-compatible services.
VAST InsightEngine
Embedding/retrieval and orchestration layer for RAG and agent workflows.
Funding history
| Date | Round | Amount | Valuation | Investors | Confidence |
|---|---|---|---|---|---|
| 2016年 | Seed | — | — | Undisclosed | Low confidence · 1 sources · Single source |
| 2018年 | Series A | Undisclosed (pre-Series B/C early capital referenced) | — | Undisclosed | Low confidence · 1 sources · Single source |
| 2019年02月 | Series B | $40M | Approx. $400M（implied） | Not fully listed in open source excerpt | Medium confidence · 1 sources · Single authoritative source |
| 2020年04月 | Series C | $100M | $1.2B | Next47, 83North, Commonfund Capital, Dell Technologies Capital, Goldman Sachs, Greenfield Partners, Mellanox Capital, Norwest Venture Partners | High confidence · 2 sources · 2+ independent authoritative sources |
| 2021年 | Series D / Growth | — | $3.7B | Undisclosed | Medium confidence · 1 sources · Single authoritative source |
| 2023年12月 | Series E | $118M | $9.1B | Fidelity Management & Research, NEA, BOND Capital, Drive Capital, NVIDIA, Dell, Goldman Sachs, Tiger Global, Commonfund, Norwest, 83North, Greenfield, Next47 | High confidence · 2 sources · 2+ independent authoritative sources |
| 2025年06月 | Series F (in market, not finalized) | — | Targeted around $25B | Undisclosed | Medium confidence · 1 sources · Single authoritative source |
| 2025年08月 | Strategic Investment (talks) | — | Up to $30B（reported talks） | CapitalG, NVIDIA | Medium confidence · 1 sources · Single authoritative source |
Product release timeline
Introduced governance and model-tuning services for trusted continuous-learning agents.
CUDA-accelerated full stack for retrieval, SQL, vector, and inference workloads.
Hybrid/multicloud orchestration control plane for distributed AI data infrastructure.
Proactive supply-chain command AI agent platform announcement.
Unveiled AI OS framing with AgentEngine and related growth milestone messaging.
Agent workflow capability for connecting and reasoning across enterprise data.
Autonomous cyber-defense agent platform announcement.
VAST announced NVIDIA-Certified Storage designation.
Kafka API-compatible real-time event streaming engine introduced.
Added native block storage; platform spans file/object/block/table/streaming data.
Platform formally launched in late December 2018.
Key events
Reuters-relayed report said VAST signed a $1.17B commercial agreement with CoreWeave.
Public dispute with Dell over AI storage power/rack efficiency claims.
Ranked #24 on Forbes Cloud 100.
Talks reported with CapitalG and Nvidia for financing up to $30B valuation.
Reportedly sought new round near $25B valuation (not finalized).
Named to Forbes AI 50.
Achieved NVIDIA-Certified Storage designation.
Appointed Amy Shapero as first CFO.
Closed Series E ($118M) at $9.1B valuation; cumulative funding about $381M.
Announced ARR exceeded $100M.
Valuation checkpoint reported at $3.7B.
Raised $100M Series C at $1.2B valuation.
Emerged from stealth and entered broader market selling phase.
Company founded.
Competitive landscape
Pure Storage (FlashBlade//EXA + Enterprise Data Cloud)
— 作为上市企业级存储厂商，采用阵列/设备主导与企业渠道销售模式，在大型GPU场景强调密度与能效；与VAST的核心竞争点是“统一AI数据平台”对“高性能专用存储阵列”的路线差异。 [S1](https://www.crn.com/news/data-center/2025/dell-targets-rivals-pure-storage-and-vast-data-as-ai-race-heats-up) [S2](https://www.computerweekly.com/feature/AI-drives-storage-array-makers-to-embrace-data-management) [S3](https://techcrunch.com/2025/06/10/ai-storage-platform-vast-data-aimed-for-25b-valuation-in-new-round-sources-say/)
Weka (Weka data platform)
— 以高性能AI/HPC为核心的创业公司，偏软件平台与高增长VC驱动的商业模型，在私募估值与AI存储增长叙事中常被视作VAST的直接对标对象。 [S1](https://techcrunch.com/2025/06/10/ai-storage-platform-vast-data-aimed-for-25b-valuation-in-new-round-sources-say/)
Dell Technologies (PowerScale, AI Factory, Project Lightning)
— 依托广泛装机与服务体系，采取硬件+服务+伙伴生态的企业销售模式，已在公开场合将VAST列为AI存储竞标对手并围绕功耗/机架效率展开攻防。 [S1](https://www.crn.com/news/data-center/2025/dell-targets-rivals-pure-storage-and-vast-data-as-ai-race-heats-up) [S2](https://www.computerweekly.com/feature/AI-drives-storage-array-makers-to-embrace-data-management)
NetApp (NetApp Data Platform + AI Data Engine)
— 以数据管理与控制平面能力见长，深耕企业与云集成场景，和VAST在“AI数据管道简化”与统一管理能力上正面竞争。 [S1](https://www.computerweekly.com/feature/AI-drives-storage-array-makers-to-embrace-data-management)
HPE (Alletra, DSCC, InfoSight)
— 以混合云与as-a-service采购模型切入，强调运维优化与企业生命周期服务，在偏传统采购偏好的大型客户中与VAST形成替代关系。 [S1](https://www.computerweekly.com/feature/AI-drives-storage-array-makers-to-embrace-data-management)
IBM (Database + lakehouse portfolio)
— 凭借广泛企业账户与组合式数据栈能力参战，更偏“平台组合覆盖”而非单一统一控制面，与VAST在企业AI数据治理与落地上竞争预算。 [S1](https://www.computerweekly.com/feature/AI-drives-storage-array-makers-to-embrace-data-management)
Databricks (Lakehouse and data intelligence stack)
— 以云端用量计费的软件平台模式推进AI与分析一体化，VAST则从基础设施与数据栈一体化切入，二者在AI工作流基础层与数据层预算中存在交叠。 [S1](https://techcrunch.com/2023/12/06/vast-data-lands-118m-to-grow-its-data-storage-platform-for-ai-workloads/) [S2](https://techcrunch.com/2025/06/10/ai-storage-platform-vast-data-aimed-for-25b-valuation-in-new-round-sources-say/)
Huawei (Data Management Engine, DME)
— 依托区域市场与全栈基础设施能力，在主权云与本地化项目中具备渠道和交付优势，对VAST在跨区域项目中的扩张形成竞争压力。 [S1](https://www.computerweekly.com/feature/AI-drives-storage-array-makers-to-embrace-data-management)
Growth metrics
Competitive narrative
Differentiators
Challenges and risks
Market position
VAST Data位于AI基础设施中“数据存储-数据库-计算编排”融合带。其公开信息显示公司已从高性能全闪存储新锐，转向以AI OS为核心的平台化供应商，并在企业客户与AI云服务商两端建立了较强存在感。 相较Dell、NetApp、HPE、IBM等传统厂商，以及Pure、Weka等高增长对手，VAST的市场定位更偏“统一架构效率+AI数据流水线完整性”。私募市场对其估值给出高溢价，但这也意味着未来需持续兑现增长、生态落地与规模交付能力。