Vast Data Secures Commercial Partnership Deal with CoreWeave for $1.17 Billion to Power the Next Generation of AI

Vast Data, the AI Operating System company, announced it has signed a commercial agreement valued at $1.17 billion with CoreWeave, a AI cloud provider. The expanded partnership reinforces CoreWeave’s long-standing commitment to the Vast AI OS as its primary data foundation, solidifying Vast as a key component of CoreWeave’s AI cloud.Powered by the Vast AI OS, CoreWeave’s infrastructure delivers instant access to massive datasets, breakthrough performance, and cloud-scale economics for both training and inference workloads. Built on an infinitely scalable system architecture, CoreWeave can deploy Vast in any data center for any of its customers, without ever having to worry about platform reliability or scale. These are some of the most intensive and demanding computing environments in the world, and together Vast and CoreWeave are making sure their customers are always computing.

As part of this expansion, CoreWeave is working with Vast to deliver sophisticated data services to their shared customers that extend across the full stack. This optimizes data pipelines and unlocks the advanced design capabilities that model builders require. Together, the companies are building the next generation of AI infrastructure, enabling customers to move faster, scale seamlessly, and operate with unmatched efficiency.

“At Vast, we are building the data foundation for the most ambitious AI initiatives in the world,” said Renen Hallak, Founder and CEO, Vast Data. “Our deep integration with CoreWeave is the result of a long-term commitment to working side by side at both the business and technical level. By aligning our roadmaps, we are delivering an AI platform that organizations cannot find anywhere else in the market.”

“The Vast AI Operating System underpins key aspects of how we design and deliver our AI cloud,” said Brian Venturo, co-founder and Chief Strategy Officer, CoreWeave. “This partnership enables us to deliver AI infrastructure that is the most performant, scalable, and cost-efficient in the market, while reinforcing the trust and reliability of a data platform that our customers depend on for their most demanding workloads.”

The agreement advances a shared mission to redefine the data and compute architecture for AI. By combining CoreWeave’s GPU-accelerated infrastructure with the Vast AI Operating System, the companies are building a new class of intelligent data architecture designed to support continuous training, real-time inference, and large-scale data processing for mission-critical industries.

Comments

This is an impressive deal and it illustrates perfectly the market momentum around AI, a few key players behind this wave like OpenAI, Anthropic..., GPU maker like Nvidia but also other and new comers, the GPU as a Service providers like CoreWeave, Lambda, Nebius, Nscale or Vultr, the classic cloud providers, data centers operators, and of course the storage foundation with Vast Data, DDN and Weka. AI really instantiated its own ecosystem. This deal is also a new iteration of the partnership between the 2 companies and anticipates others that can be inspired by this one.

It also validates the approach chosen by a few vendors adding new and innovative data services within their storage product to sit close and embedded with AI processing and finally move up in the data stack.

Validating a modern architecture named DASE (Distributed and Shared Everything), a shared everything model in fact known in the past but not really realistic with technologies available at that time, the engineering leveraged container, NVMe and its fabric companion, RoCE plus software they developed to build a highly scalable disaggregated data storage model. The team prove that this any-to-any design, even with NFS coupled with some parallel access extensions plus Nvidia GDS, can address high demanding workloads especially in AI domain. Then Vast unveiled the notion of Universal Storage, confirming what Coldago Research introduced and anticipated several years before with the U3 - Universal, Unified and Ubiquitous - storage model. The next iteration was about an AI Data Platform with a new rich data services for unstructured and structured data to finally recently land as an AI Operating System. Even if the term could create some confusion, we understand the role, services and directions of what Vast wishes to accomplish as a company and in the industry. And this approach and trajectory have been well understood by these new AI players that are approached by all vendors and stressed all potential candidates' storage solutions.

And this deal boosts Vast's revenue and valuation for sure and confirms the fantastic job delivered by the engineering team.