VAST Data targets KV cache storage and Neo Clouds as AI infrastructure enters the exabyte era
As AI infrastructure investment scales globally and inference workloads multiply, cache storage is emerging as the critical data layer that makes AI factories functional, persistent and economically viable in an era of disaggregated computing.
VAST Data Inc. has positioned itself at the center of that shift, having closed its Series F financing at a $30 billion valuation — more than tripling its 2023 valuation — with NVIDIA Corp. among its investors. The round reflects both the company’s revenue trajectory and the architectural decisions it made years ago to build a unified AI data platform from the ground up, according to Jeff Denworth (pictured), co-founder of VAST Data.
“The valuation, from our perspective — there’s a lot of hyperbole, there’s a lot of hype in this market,” Denworth said. “And to have professional investors do the diligence to confirm that our market leadership is tangible and is real, it’s helpful for us to inspire confidence in our future customers.”
Denworth spoke with theCUBE’s John Furrier at RAISE Summit 2026, during an exclusive broadcast on theCUBE, SiliconANGLE Media’s livestreaming studio. They discussed AI infrastructure scaling, the rise of Neo Clouds, KV cache storage for disaggregated inference, and VAST’s deepening partnership with NVIDIA. (* Disclosure below.)
