VAST Data Customers Order Over $10 Billion
Fourteen customers placed orders totaling more than $10 billion in the first nine months of VAST's fiscal year, the company reports.
Updated on Nov. 5, 2026 in Data Centers
VAST Data says 14 of its more than 1,000 customers ordered more than $10 billion of VAST software and supporting hardware in the first nine months of its fiscal year. The company also reports structured agreements with supply chain partners to align more than 200 exabytes of flash capacity through 2029.
Why it matters
Demand for storage and database infrastructure to support GPUs and AI accelerators is rising as enterprises expand AI use cases and seek to realize AI value. The scale of the orders points to continued capital investment in the infrastructure underpinning AI workloads.
Fourteen customers each committed $100 million or more to VAST-powered system build-outs, with four exceeding $1 billion each. VAST's supply agreements cover more than 200 exabytes of flash capacity through 2029, though the company has not detailed the underlying hardware performance metrics.
The players
VAST Data
VAST Data is a storage and database infrastructure company whose customer base exceeds 1,000 organizations.
Everpure
Everpure is a storage company that has licensed its DirectFlash Module intellectual property to large hyperscale cloud providers.
Meta
Meta is the parent company of Facebook, Instagram and WhatsApp and one of the largest hyperscale cloud operators in the world.
The details
VAST Data says orders are allocated according to customers' advance commitments and required delivery schedules, and that it plans SSD volumes and product mix based on forward supply planning. Separately, Everpure has said two of the largest hyperscalers, Meta and one other, are licensing its DirectFlash Module intellectual property, with revenue from those capacity-based deals expected to ramp slowly.
Timeline
- Roughly April 2026: VAST cumulative bookings surpassed $4 billion.
- February 1, 2026 to October 31, 2026: First nine months of VAST's fiscal year, during which 14 customers ordered over $10 billion.
- Through 2029: Supply chain agreements align more than 200 exabytes of flash capacity.
The Tech Race
The large orders reflect how AI infrastructure spending is spreading beyond GPUs into the storage layer that feeds them. Competition among storage vendors for hyperscaler and frontier AI lab contracts is intensifying as licensing deals like Everpure's with Meta extend into the supply chain.
For users of AI services, the buildout of storage capacity supports the performance and availability of the models and applications they rely on. The scale of these investments suggests continued expansion of the data center capacity that powers those services.
The takeaway
Storage is becoming a central part of AI infrastructure planning, not just a supporting detail. Watching how supply commitments through 2029 translate into delivered capacity will show whether current demand holds.
Further reading
For broader context on how AI workloads are reshaping storage and compute capacity, explore Data Centers.
