Vast Data · Companies · The Inference

Economy

Neostellar, a fund holding OpenAI and VAST Data, values itself at $12.64 a share; the market pays $5.76

The only listed fund holding VAST Data, OpenAI and WHOOP reported $12.64 of net asset value per share; the stock changed hands near $5.76. The gap is the market auditing private AI marks in real time.

November 8, 2026three-minute read

Data Center

VAST Data, valued at $30 billion, says AI clouds IPO because debt forces them, and it can wait

The $30 billion storage vendor's co-founder says debt covenants, not ambition, are pushing AI clouds to list, and his company has none. Anthropic's filing may test that patience anyway.

November 1, 2026two-minute read

Deals

Hyundai and Kia bought a stake in VAST Data, the AI storage vendor CoreWeave put $1.17 billion behind

The automakers disclosed the stake on October 13, 2026, joining CoreWeave and DigitalOcean on VAST's AI Operating System. The same day Nvidia open-sourced the GPU orchestration layer above it; with that layer now free, the money is concentrating in the data layer below.

October 14, 2026three-minute read

Neostellar, a fund holding OpenAI and VAST Data, values itself at $12.64 a share; the market pays $5.76

VAST Data, valued at $30 billion, says AI clouds IPO because debt forces them, and it can wait

Hyundai and Kia bought a stake in VAST Data, the AI storage vendor CoreWeave put $1.17 billion behind

Nvidia's free agent runtime covers the isolation Modal just priced at $15.75 billion