Fourteen of the more than 1,000 companies VAST Data, the AI Operating System company, serves have made more than $10 billion in aggregate commitments for VAST software and supporting platform hardware in the first three quarters of 2026, the company has announced.

 The scale and breadth of these investments have no known precedent in the history of data infrastructure and signal that VAST is leading the world in this explosive buildout of superintelligent systems, it said.

The VAST AI OS is the platform of choice for leading AI clouds and frontier AI labs to enable scalable AI training and inference. In 2026, the expansion of AI use cases and the realisation of the value of superintelligent systems has reinforced the mandate for organizations to build with industrial-grade storage and database infrastructure to support GPUs and AI accelerators. 

The progress VAST has made:

● 14 customers have each committed over $100 million in VAST Data-powered system build outs

● Four of those 14 customers have each committed over $1 billion this year

● VAST Data-powered systems now support 9 of the top 10 frontier AI labs

“Growth at this scale only happens when an entire industry is rebuilding at once,” said Renen Hallak, Founder and CEO of VAST Data. “That’s what the new AI stack is. It’s being built for models and agents, not people and applications, and data sits at the center of it. The companies building it at the largest scale, for people, agents and now robots, are choosing VAST to anchor it.”

Supply Aligned Through 2029

The scale of data capacity VAST’s partners are delivering is unprecedented, and is now representing a significant percentage of the overall global NAND flash produced for enterprise data centers. At a time of such extreme supply chain pressure, VAST is also now taking steps to ensure the next phase of superintelligent system buildout. Increased flash supply takes years to bring online due to the investments in NAND fabs. 

Because VAST is partnered with so many of the world’s AI builders, VAST has unique visibility into where capacity demand is headed. The company has structured agreements with its supply chain partners to align more than 200 exabytes of flash capacity through 2029, the company said.

This forward planning supports VAST’s scaling objectives for the next several years, maps to the growth outlook of its largest customers and helps the AI clouds, labs, enterprises and government organizations building on the VAST AI OS plan their infrastructure with confidence, it said.

“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.” – TradeArabia News Service