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

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.