With four customers committing more than $1 billion each, the company aligns over 200 exabytes of flash supply through 2029 to support growing AI infrastructure demand.
VAST Data has secured more than $10 billion in aggregate commitments from 14 major customers for its software and supporting platform hardware during the first three quarters of its current fiscal year. The commitments reflect the accelerating investment in infrastructure required to support large-scale AI training, inference and increasingly autonomous systems.
The 14 customers are drawn from a base of more than 1,000 organisations served by VAST. Each has committed over $100 million to VAST-powered infrastructure, while four have individually committed more than $1 billion in 2026. The company also said its systems now support nine of the world’s top 10 frontier AI laboratories.
“The companies building AI systems at the largest scale, for people, agents and now robots, are choosing VAST to anchor their infrastructure.”
— Renen Hallak, Founder and CEO, VAST Data
VAST positions its AI Operating System (AI OS) as a unified infrastructure platform for AI clouds and research laboratories, bringing together data and compute services with agentic execution. As organisations expand AI workloads, demand is rising for storage and database infrastructure capable of keeping GPUs and other accelerators supplied with data.
“Growth at this scale only happens when an entire industry is rebuilding at once,” said Renen Hallak, Founder and CEO of VAST Data, highlighting the central role of data infrastructure in the emerging AI technology stack.
Flash supply planning extends through 2029
Alongside customer commitments, VAST has structured agreements with supply-chain partners to align more than 200 exabytes of flash capacity through 2029. The move is intended to address supply constraints as AI infrastructure investments increase demand for enterprise NAND flash.
Bringing additional NAND manufacturing capacity online requires substantial investment and time. VAST said its relationships with major AI builders provide visibility into future capacity requirements, enabling it to plan supply in line with projected demand.
“Planning for hundreds of exabytes isn’t only about protecting our customers’ growth projections,” said Jeff Denworth, Co-Founder of VAST Data. “It’s about keeping flash available to hundreds of clouds, so that every AI builder, not just the largest, has the capacity it needs to build and compete.”
The commitments and supply arrangements underline the growing importance of storage capacity in the AI infrastructure race. As frontier laboratories, cloud providers and enterprises scale increasingly data-intensive workloads, access to high-performance flash infrastructure is becoming a critical factor in determining how quickly new AI systems can be built and deployed.
