Vast Data Seeks $30B Valuation with Nvidia and CapitalG Investment

Vast Data is in talks with NVIDIA and CapitalG for a potential new funding round, which could raise its valuation to $30 billion. NVIDIA has a consensus rating of "Outperform" and a modest upside potential of 3.98%, while GuruFocus estimates suggest a 57.59% upside potential for the stock.

Title: Vast Data in Talks with NVIDIA and CapitalG for Potential $30 Billion Funding Round

Vast Data, a New York-based artificial intelligence infrastructure startup, is in advanced discussions with Alphabet's venture arm CapitalG and semiconductor giant NVIDIA to secure a major funding round that could value the company at up to $30 billion. The current valuation of the company stands at $9.1 billion, based on its 2023 funding round, and the new investment could significantly elevate its market standing [1].

The proposed funding is expected to involve a mix of tech giants, private equity, and venture capital investors, positioning Vast Data as one of the most valuable private AI infrastructure providers [2]. The investment from CapitalG marks Alphabet’s strategic entrance into the AI infrastructure space, while NVIDIA’s participation aligns with its ongoing efforts to strengthen its presence in the AI data stack.

Vast Data provides specialized storage solutions for AI data centers, enabling high-speed data movement between GPUs, a critical capability as the demand for scalable AI training environments continues to rise [3]. The company has already attracted notable clients such as xAI and CoreWeave.

Vast Data has previously raised approximately $380 million in funding, with its latest round in 2023 valued at $9.1 billion. The company has demonstrated strong financial performance, reaching $200 million in annual recurring revenue (ARR) in January 2025 and projecting to triple that to $600 million in the next year [4]. Notably, Vast Data is free cash flow positive, a rare feat in the AI startup landscape where capital consumption is common during rapid growth phases [5].

The company’s DASE architecture integrates storage, compute, and database layers into a single system, enabling real-time analytics and high-performance AI operations. This approach is particularly valuable for enterprises seeking to scale AI workloads without compromising efficiency or performance. Analysts have highlighted that Vast Data’s solutions effectively address a key bottleneck in the AI ecosystem—managing and processing vast data sets at high speed [6].

The proposed funding is not only expected to accelerate Vast Data’s growth but also to reinforce its role in enterprise AI environments, where data processing and storage are critical challenges. Strategic partnerships with major players like Google Cloud and NVIDIA are seen as key drivers of the company’s value proposition and market expansion [7].

While Vast Data has not publicly indicated plans for an IPO, internal discussions suggest it is laying the groundwork for potential public listing. The appointment of Amy Shapero, former CFO of Shopify, has fueled speculation about future fundraising plans and possible public market ambitions [8].

The $30 billion valuation target, though ambitious, is in line with broader industry trends. As AI adoption accelerates, so does the demand for efficient, scalable infrastructure. Vast Data’s focus on enterprise-grade performance and cost efficiency positions it as a strong contender in the rapidly growing AI infrastructure market [9]. If the funding round proceeds, it would mark a major milestone for the company and underscore the increasing importance of infrastructure in the AI-driven digital economy [10].

References:
[1] https://www.reuters.com/business/alphabets-capitalg-nvidia-talks-fund-vast-data-up-30-billion-valuation-sources-2025-08-01/
[2] https://www.ainvest.com/news/vast-data-talks-30-billion-valuation-funding-capitalg-nvidia-2508/
[3] https://www.tradingview.com/news/gurufocus:648469c77094b:0-nvidia-faces-china-security-pressure-shares-slip/
[4] https://www.reuters.com/business/alphabets-capitalg-nvidia-talks-fund-vast-data-up-30-billion-valuation-sources-2025-08-01/
[5] https://www.ainvest.com/news/vast-data-talks-30-billion-valuation-funding-capitalg-nvidia-2508/
[6] https://www.reuters.com/business/alphabets-capitalg-nvidia-talks-fund-vast-data-up-30-billion-valuation-sources-2025-08-01/
[7] https://www.ainvest.com/news/vast-data-talks-30-billion-valuation-funding-capitalg-nvidia-2508/
[8] https://www.reuters.com/business/alphabets-capitalg-nvidia-talks-fund-vast-data-up-30-billion-valuation-sources-2025-08-01/
[9] https://www.ainvest.com/news/vast-data-talks-30-billion-valuation-funding-capitalg-nvidia-2508/
[10] https://www.reuters.com/business/alphabets-capitalg-nvidia-talks-fund-vast-data-up-30-billion-valuation-sources-2025-08-01/