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Vast Data Eyes $25B Valuation in New AI Storage Round

Posted about 2 months ago by Anonymous

AI Storage Provider Targets Massive Valuation Jump

Vast Data, the innovative provider of artificial intelligence-optimized data storage solutions, is reportedly pursuing a new funding round that could value the company at a staggering $25 billion. This represents a potential 178% increase from its $9 billion valuation during its Series E funding in December 2023.

Rapid Growth Attracts Investor Interest

Sources indicate the company initially sought this ambitious valuation earlier in the year. While terms remain fluid and negotiations ongoing, multiple venture capital firms are closely tracking Vast Data’s progress, drawn by its impressive business performance.

Revolutionizing Data Storage for AI Workloads

Vast’s platform delivers a powerful combination of:

  • Advanced data management software
  • Unified hardware solutions from partners like Supermicro, HPE, and Cisco

The company modernizes storage infrastructure by eliminating traditional tiered systems, focusing instead on high-performance flash storage solutions designed specifically for AI applications.

The AI-Driven Storage Advantage

As AI adoption accelerates, Vast’s approach proves invaluable by:

  • Consolidating all data types (structured, semi-structured, unstructured)
  • Dramatically improving retrieval speeds
  • Reducing training and inference costs for AI models

Leading Clients and Strong Financials

The company serves prestigious customers including:

  • Enterprises: Pixar, ServiceNow, xAI
  • AI cloud providers: CoreWeave, Lambda

Vast reported $200 million ARR in late 2023 with consistent year-over-year growth of 2.5x-3x. Remarkably, the company has maintained positive cash flow for four consecutive years.

Competitive Landscape

Vast competes with storage players like:

  • Pure Storage ($17B market cap)
  • Weka ($1.6B valuation)

The company also challenges data platforms such as Databricks with its innovative database architecture.

Funding History and Future Prospects

To date, Vast has raised $381 million from top-tier investors including Fidelity Management, NEA, BOND Capital, and Drive Capital. The potential new funding round could cement Vast’s position as a leader in the AI infrastructure space.