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The Start of a Neocloud Data Revolution? VAST Data's Strategic Agreement with CoreWeave and Its Implications

Publisher IDC
Published Dec 12, 2025
Length 4 Pages
SKU # IDC20649128

Description

This IDC study explores the $1.17 billion multi-year agreement between CoreWeave and VAST Data. The deal marks a pivotal moment in the evolution of AI-first neocloud infrastructure, signaling a shift toward purpose-built data platforms optimized for GPU utilization and large-scale AI workloads. While the market remains dynamic, the agreement underscores the growing importance of integrated, model-ready data architectures for AI needs such as continuous training and real-time inference at scale, setting a new benchmark for the enterprise storage industry in the AI era.

Table of Contents

4 Pages

Executive Snapshot

In This Market Note

IDC's Point of View

The Role of Disaggregated Shared-Everything Storage

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Synopsis

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