Jeff Denworth, Vast Data | Raise Summit 2026

In this interview from RAISE Summit 2026 in Paris, Jeff Denworth, co-founder of VAST Data, joins theCUBE's John Furrier to discuss how AI infrastructure economics are reshaping the competitive landscape as the industry moves into production at scale. Denworth reflects on VAST's recent $30 billion valuation as validation of its architectural bets and market execution, noting how customer spend can scale from $1 million to $200 million a year as AI factories grow. He details the deepening co-engineering partnership with NVIDIA, spanning 22 active projects, and explains how surging flash costs are forcing customers to rethink capacity planning across the board. The conversation explores how VAST is helping neoclouds and hyperscalers up-level their service catalogs with database, pipeline and event-broker capabilities layered atop storage, positioning the company as what Denworth calls "the fifth cloud." He touches on emerging frontiers like edge and even sea- and space-based data centers, where distributed, disaggregated infrastructure will demand new system designs. Denworth also unpacks the shift toward inference, highlighting the rise of disaggregated computing and KV cache storage as tools like Dynamo and vLLM drive demand for exabyte-scale, high-throughput persistent memory. From AgentEngine to tighter NVIDIA storage integration via projects like CMX, Denworth outlines how VAST is positioning itself at the center of the agentic AI buildout. Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ 00:00 - Advancements in AI Infrastructure and VAST Data Achievements 02:30 - Navigating Growth: Balancing Investments and Market Challenges 05:24 - Driving Innovation: AI Partnerships and Future Storage 08:30 - Advancing Storage in the Cloud Era 11:13 - Strategic Growth and Forward-Thinking 14:08 - Emerging Trends in Collaborative Computing and Data Optimization #theCUBE #RaiseSummit #theCUBEresearch #VASTData #AIInfrastructure #Inference