VAST Data: the $30B software infra company quietly powering xAI, CoreWeave and Mistral
mattturck · x · 2026-09-25
- Matt Turck's podcast with VAST Data CEO Renen Hallak explores Jensen Huang's five-layer AI cake analogy (energy, chips, infrastructure, models, applications).
- Thesis: the middle software-infrastructure layer is the least understood — and that's where VAST Data became a $30B company few people know.
- VAST powers xAI, CoreWeave, Nebius, Mistral and Nscale, among others.
Related event: VAST Data Builds a $30B Company on the Hidden Infrastructure Layer(2 posts)→
More from Venture
- SpaceXAI Claimed as AI's No.3 Player With $4.5-5B Run Rate, Challenging Google — thedealdirector · 2026-09-25
- AI is turbocharging the Europe-US gap as token spend replaces white-collar wages — georgemillo · 2026-09-25
- Creator Sells Monthly Access to Her Instagram DMs for Bot-Driven Outbound — BecauseCulture · 2026-09-25
- Feather Robotics exits stealth with $7.6M seed led by Gradient to build the 'Android of robotics' — darian314 · 2026-09-25
- AI energy startup Parallax launches with $117m from Founders Fund, Lux, Greylock and others — graceisford · 2026-09-25
- Two startup sales fails: slick marketing, broken checkout, out-of-stock site — PTrubey · 2026-09-25