Vast Data deepens Nvidia alliance as it prepares for $30 billion valuation
New CUDA-accelerated AI stack positions Israeli infrastructure firm at the center of the AI computing pipeline.
As Vast Data moves toward a funding round that could value it at up to $30 billion, the company is tightening its technological and commercial alignment with Nvidia. Its latest announcement, unveiled at the VAST Forward 2026 conference, introduces a fully CUDA-accelerated version of its AI operating system designed to run directly on Nvidia-powered servers, a shift that reflects Vast’s growing role at the center of AI infrastructure.
The company said the new system allows customers to run storage, databases, analytics and AI inference as part of a single integrated platform, eliminating the need to assemble separate components. The change is intended to remove data bottlenecks that can limit the effectiveness of AI systems, particularly in large-scale deployments where data must move continuously between storage and compute.
“Ten years ago, we set out to build a system that could continuously refine data into intelligence and action,” said Renen Hallak, Vast’s founder and CEO. “By accelerating both compute and the data paths inside the VAST AI OS with NVIDIA, we’re giving customers a faster, simpler way to operationalize retrieval, analytics, and agentic workflows as one coherent pipeline.”
The new architecture is built around Vast’s CNode-X servers, which are designed as Nvidia-certified systems capable of running Vast’s software directly on GPU-accelerated infrastructure. This allows Vast’s platform to orchestrate AI pipelines, vector search, analytics and inference from within a single software environment, while using Nvidia’s libraries and tools to accelerate performance.
Jensen Huang, Nvidia’s CEO, said the integration reflects a broader shift in how AI infrastructure is designed. “With VAST Data, we’re transforming the storage of AI infrastructure,” he said. The system is designed to provide persistent memory for AI workloads, allowing systems to operate over longer periods and process more complex tasks.
The announcement strengthens an already close relationship between the two companies. Nvidia is both a key technology partner and an investor in Vast, and Vast’s software is widely used in data centers built around Nvidia GPUs.
That partnership comes as Vast prepares to raise new capital at a valuation of $25 billion to $30 billion, a sharp increase from its previous $9 billion valuation. The funding round is expected to include Nvidia and follows a period of rapid growth driven by demand for AI infrastructure.
Last November, Vast signed a $1.17 billion agreement with CoreWeave, a cloud provider focused on GPU-based computing. Vast’s platform serves as the data management layer in such environments, enabling the rapid storage and retrieval of the information required to train and operate AI systems.
Founded in 2016, Vast, which employs about 300 people in Israel, initially focused on improving the efficiency of flash storage, allowing organizations to store and access large volumes of data more quickly and at lower cost. Its software compresses and optimizes data, making flash-based infrastructure viable at hyperscale and reducing the cost of running AI workloads.
The company has grown rapidly as demand for AI infrastructure has increased. As of early 2025, Vast had reached about $200 million in annual recurring revenue and achieved positive operating cash flow. Industry estimates suggest its annual order rate reached $1 billion in the first quarter of that year.
