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VAST Data Stock (VADA)
VAST Data aims to provide a unified data platform that integrates storage, database, and compute functions into a single software-defined infrastructure.
VAST Data aims to provide a unified data platform that integrates storage, database, and compute functions into a single software-defined infrastructure.
About VAST Data Stock
Headquarters
New York, NY, US
Total Funding
263M
Industries
Software, Artificial Intelligence, Data and Analytics
VAST Data aims to provide a unified data platform that integrates storage, database, and compute functions into a single software-defined infrastructure designed for AI and deep learning workloads. The company states that it utilizes a disaggregated shared-everything architecture to facilitate scalable, high-performance management of large-scale datasets for enterprise applications.
VAST Data Press Mentions
Stay in the know about the latest news on VAST Data
CrowdStrike: Companies give AI agents keys to the kingdom. That's a security disaster.
fiercetelecom ⢠Mar 10, 2026
VAST Data Unveils Polaris Global Control Plane for Distributed AI Infrastructure
techafricanews ⢠Mar 09, 2026
VAST Data introduces polaris to orchestrate globally distributed AI data infrastructure across hybrid multicloud environments
zawya ⢠Mar 06, 2026
Enterprises now write $100M checks for AI infrastructure, says VAST Data VP
fiercetelecom ⢠Mar 05, 2026
VAST Data and TwelveLabs partner to âexpand video intelligence for the Worldâs largest and most secure video archivesâ
itwire ⢠Mar 05, 2026
Investors in VAST Data
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VAST Data Management
Leadership team at VAST Data
Founder & CEO
Renen Hallak
CFO
Amy Shapero
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VAST Data Key Facts
- Strong Financial Scaling and Valuation: VAST Data is reportedly closing a $1 billion funding round and tender offer that values the company at $30 billion, potentially marking the largest financing round ever for an Israeli company. This valuation is underpinned by rapid fiscal growth, with estimated Annual Recurring Revenue (ARR) reaching $350â400 million as of February 2026âa significant jump from the $200 million reported in late 2023. The company, which reported being free cash flow positive in early 2025, previously set industry records by scaling from $1 million to $100 million in ARR within just three years while maintaining 90% gross margins.
- Launch of a Comprehensive AI Operating System: With the March 2026 unveiling of the "Polaris" global control plane and "CNode-X" architecture, VAST has moved "up the stack" to manage the entire AI pipeline. Developed in collaboration with NVIDIA, these innovations integrate GPU management and agentic orchestration directly into the VAST data fabric, allowing enterprises to manage distributed AI workloads across hybrid multicloud environments as a single, unified logical platform rather than fragmented storage silos.
- Growing Market Alliances and Enterprise Adoption: VAST has solidified its competitive moat through a landmark $1.17 billion partnership with CoreWeave and the launch of the first fully managed VAST AI OS service on Google Cloud. Currently serving approximately 25% of the Fortune 100, the company is seeing a shift toward "mega-deals," with some enterprises committing over $100 million for AI infrastructure. While facing intensified competition from legacy vendors like Dell and NetApp, VASTâs deep architectural integration with NVIDIAâs libraries (e.g., cuVS, NIM) provides a performance advantage for real-time agentic AI applications.
- Revenue Concentration and Ecosystem Dependency: VAST Dataâs growth is heavily tethered to a narrow segment of "AI hyperscalers," most notably through its $1.17 billion multi-year agreement with CoreWeave. This reliance creates a significant concentration risk; any slowdown in the GPU cloud market or a shift in CoreWeaveâs infrastructure strategy could disproportionately impact VASTâs projected bookings. Furthermore, while the NVIDIA collaboration is currently a strength, it poses a long-term threat of "platform encroachment" as NVIDIA continues to move "up the stack" with its own data-handling software, potentially commoditizing independent storage layers.
- Intensified Incumbent Competition: Enterprise hardware giants have launched aggressive direct-response campaigns against VAST's market share. Notably, Dell Technologies has explicitly targeted VAST with its 2025 "PowerScale" configurations, claiming a 41% advantage in power efficiency and a two-fold lead in rack-space utilization for NVIDIA-based AI clusters. As legacy vendors successfully pivot to "AI-first" branding and secure innovation leadership awards, VAST faces increasing pressure to justify its architectural advantages.Â
- Valuation Sustainability: Amidst broader market warnings of an "AI infrastructure bubble," VAST Dataâs high valuation faces scrutiny regarding the actual ROI and enterprise-scale adoption of generative AI. Analysts caution that a potential "painful repricing" of AI-centric companies could occur if adoption plateaus.
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