VAST Data gets vast increase in orders for its all-flash storage

What happened

VAST Data announced that in the first 9 months of its current fiscal year (running February 1, 2026 to January 31, 2027; the first 9 months run February 1 to October 31, 2026), 14 of its 1,000+ customers have committed more than $10 billion of VAST software and supporting hardware, with 4 of them committing more than $1 billion each; the $10 billion figure represents aggregate customer commitments to VAST-powered systems (software and supporting hardware), rather than necessarily orders already placed. VAST says 9 of the top 10 frontier AI labs use its storage and that in 2026 the expansion of AI use cases and the realization of the value of AI encouraged large customers to order storage and database infrastructure to support GPUs and AI accelerators. The article reports cumulative VAST Data bookings had surpassed $4 billion by roughly April 2026, indicating a massive acceleration this year. VAST says it has structured agreements with its supply chain partners to align more than 200 exabytes of flash capacity through 2029 as forward supply planning for SSD availability; a VAST spokesperson qualified that demand continues to exceed available supply across the industry and the aligned capacity is allocated according to customers' advance commitments and required delivery schedules rather than constituting an unlimited guarantee of availability for every order. Kioxia is mentioned only as a hypothetical example in the article.

Impact and signal

Affected components and suppliers

Source and time

Source: Blocks & Files · 11/5/2026 · View original source