This report provides a comprehensive analysis of leading AI storage vendors—VAST Data, Weka.IO, DDN, and IBM—focusing on their technical architectures, performance benchmarks, and strategic positioning within the rapidly evolving AI landscape. The core question addressed is which vendor offers the optimal solution for specific AI workload requirements, ranging from lightweight models to trillion-parameter giants.
Key findings include VAST Data's ability to deliver sub-millisecond latency via its DASE architecture, Weka.IO's metadata innovation and multi-tenancy capabilities, and DDN's hybrid file-object convergence approach with xFusionAI. Each vendor's strengths are correlated with customer satisfaction and investment signals, highlighting the importance of metadata optimization for real-time agentic AI. Ultimately, a strategic vendor selection playbook is presented, enabling enterprises to make informed decisions based on performance, cost, ecosystem fit, and future-proofing capabilities.
The explosive growth of artificial intelligence (AI) is driving unprecedented demands on storage infrastructure. From training large language models (LLMs) to powering real-time inference for agentic AI, storage systems must now deliver exceptional performance, scalability, and efficiency. This report dives deep into the architectures and capabilities of four leading AI storage vendors: VAST Data, Weka.IO, DDN, and IBM, providing a technical assessment of their solutions.
This report aims to provide a comprehensive understanding of each vendor's strengths and weaknesses, enabling enterprises to make informed decisions about their AI storage investments. By analyzing key performance indicators (KPIs) such as latency, throughput, IOPS, and metadata operations, we will identify the optimal solutions for specific AI workload requirements. The report also considers market context, customer sentiment, and future trends to provide a holistic view of the AI storage landscape.
The structure of this report is as follows: Section 1 establishes the foundational requirements for AI storage, including sub-millisecond latency, high throughput, and scalability. Sections 2-4 provide vendor-specific technical deep dives into VAST Data, Weka.IO, and DDN, respectively. Section 5 analyzes the market context and strategic positioning of each vendor. Finally, Section 6 presents future trajectories and a recommendation framework for selecting the right AI storage solution.
This subsection establishes the foundational technical requirements for AI storage, setting the stage for a comparative vendor analysis. It defines the key performance indicators (KPIs) that will be used to evaluate VAST Data, Weka.IO, DDN, and IBM in subsequent sections, providing a structured basis for strategic decision-making.
For agentic AI applications, achieving sub-millisecond latency is critical to enable real-time decision-making and responsiveness. Traditional storage architectures often struggle to meet these demanding latency requirements, creating a need for innovative solutions that minimize data access times. This requirement goes beyond just raw speed; it necessitates intelligent data placement and retrieval mechanisms.
VAST Data's DASE (Disaggregated Shared Everything) architecture is designed to deliver sub-millisecond latency at scale. The key mechanism is the disaggregation of compute and storage, enabling CPUs and GPUs to directly access data without coordination delays. This is a significant departure from traditional architectures that partition data across servers, leading to east-west traffic bottlenecks.
VAST's DGX SuperPOD certification (ref_idx 37) validates its ability to meet the stringent performance requirements of AI workloads. Furthermore, partnerships with companies like Fluidstack (ref_idx 67) demonstrate the practical application of VAST's technology in real-world scenarios requiring low-latency data access.
The strategic implication is that vendors capable of delivering sub-millisecond latency are better positioned to support the growing demand for agentic AI applications. Enterprises should prioritize storage solutions with architectures designed for low latency, such as DASE, to unlock the full potential of real-time AI.
To effectively evaluate vendors, enterprises should benchmark latency under various workload conditions, including high-concurrency scenarios. Look for solutions with proven track records and certifications from industry leaders like NVIDIA, ensuring they can meet the demanding latency requirements of agentic AI.
AI workloads, particularly those involving large datasets and complex models, demand high throughput and IOPS (Input/Output Operations Per Second) to ensure efficient data processing. Scalability is also crucial, as the storage system must be able to handle increasing data volumes and user concurrency without performance degradation. Inadequate throughput can lead to bottlenecks and hinder the progress of AI projects.
Weka.IO's approach to scalability revolves around its innovative metadata algorithms and multi-tenancy capabilities. The distributed file system is designed to run on-premises and in public clouds, pooling fast flash storage and offloading colder data to object storage (ref_idx 144). This architecture enables the system to scale performance by cores, delivering high IOPS and throughput.
WekaIO claims its distributed file system can significantly outperform NAS, with each core delivering 30, 000 IOPS and over 400 MBps of throughput at less than 300 microseconds of latency (ref_idx 144). Partnerships with companies like Nebius (ref_idx 31) and recognition from Gartner Peer Insights (ref_idx 30) further validate Weka's performance and customer satisfaction.
The strategic implication is that Weka's architecture is well-suited for organizations requiring high-performance storage in multi-tenant environments. Enterprises should consider Weka's scalability and performance metrics when evaluating storage solutions for AI workloads that demand high IOPS and throughput.
Enterprises should conduct thorough performance testing to validate Weka's claimed IOPS and throughput figures. Assess the system's ability to maintain performance under increasing load and in multi-tenant scenarios. Consider factors such as the number of cores, the type of SSDs used, and the networking stack to ensure optimal performance.
NVIDIA's AI Data Platform serves as a reference architecture for AI infrastructure, providing a blueprint for building high-performance storage systems. Understanding the platform's throughput figures is essential for mapping vendor architectures and identifying potential bottlenecks. Without a clear understanding of the reference architecture, it becomes difficult to evaluate the suitability of different storage solutions for specific AI workloads.
The NVIDIA AI Data Platform incorporates technologies such as NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs, BlueField DPUs, and Spectrum-X Ethernet networking (ref_idx 5, 6). These components are designed to work together to accelerate AI workloads, with a focus on minimizing latency and maximizing throughput. A key aspect is the use of RAG (Retrieval-Augmented Generation) to convert data into actionable knowledge.
The NVIDIA AI Data Platform is supported by a range of storage vendors, including DDN, Dell Technologies, HPE, Hitachi Vantara, IBM, NetApp, Nutanix, Pure Storage, VAST Data, and Weka (ref_idx 5, 6). These vendors are building solutions based on NVIDIA's reference design, aiming to deliver optimal performance for AI workloads.
The strategic implication is that enterprises should align their storage infrastructure with NVIDIA's AI Data Platform to ensure compatibility and optimal performance. Mapping vendor architectures against the platform's throughput figures can help identify solutions that best meet their specific workload requirements.
Enterprises should request detailed performance data from vendors, demonstrating how their solutions align with NVIDIA's AI Data Platform. Pay close attention to metrics such as throughput, latency, and IOPS, and ensure that the storage system can effectively support the demands of AI model training and inference.
NVIDIA BlueField DPUs play a crucial role in accelerating AI workloads by offloading networking, security, and storage tasks from the CPU. Understanding the network stats of BlueField DPUs is essential for completing the reference design integration mapping and identifying potential bottlenecks. Without proper DPU integration, the full potential of the storage system may not be realized.
BlueField DPUs combine the performance of NVIDIA ConnectX network adapters with programmable Arm cores and hardware offloading engines (ref_idx 249, 250). This architecture enables the DPU to accelerate a wide range of data center tasks, improving overall system efficiency and performance.
Various vendors are incorporating BlueField DPUs into their storage solutions. For example, AIC and ScaleFlux have unveiled a new storage array based on NVIDIA BlueField-3 DPU (ref_idx 236). This integration accelerates data processing, offering rapid access and reduced latency. Early testing yielded up to 55.4 GiB/s read throughput and over 69.4 GiB/s write throughput with only 2 DPUs populated.
The strategic implication is that enterprises should prioritize storage solutions with BlueField DPU integration to optimize network performance and reduce CPU overhead. Understanding DPU network stats can help enterprises select solutions that best meet their specific performance requirements.
Enterprises should request detailed network performance data from vendors, including throughput, latency, and packet processing rates. Ensure that the DPU integration is optimized for AI workloads and that the storage system can effectively support the demands of high-speed data transfer.
Having established the fundamental AI storage requirements, the next subsection will delve into unified infrastructure reference models, examining how VAST, Weka, and DDN integrate GPUs, DPUs, and networking to eliminate compute-storage bottlenecks, directly building upon the benchmarks defined here.
This subsection builds upon the defined AI storage requirements by examining the unified infrastructure reference models of VAST Data, Weka.IO, and DDN. It contrasts their approaches to integrating GPUs, DPUs, and networking to eliminate compute-storage bottlenecks, providing a comparative analysis of their architectural strengths.
VAST Data's Disaggregated Shared Everything (DASE) architecture is designed to address the growing demands of GPU-intensive AI workloads by providing a globally accessible namespace. Traditional storage architectures often struggle to deliver the necessary throughput for parallel GPU processing, creating bottlenecks that limit the efficiency of AI training and inference. DASE aims to overcome these limitations by enabling all processors to access all data in parallel, eliminating the need for east-west traffic between nodes.
The key mechanism behind VAST's DASE architecture is the separation of compute and storage, allowing CPUs and GPUs to directly access data without coordination delays. This is achieved through a disaggregated infrastructure that supports advanced data protection schemes and global erasure coding, lowering storage costs while increasing reliability (ref_idx 63, 204). The global namespace provides a unified view of the data, making it discoverable and usable by AI agents anywhere in the organization (ref_idx 332).
VAST Data has demonstrated its ability to deliver high throughput for GPU parallelism through its DGX SuperPOD certification and partnerships with companies like Fluidstack (ref_idx 331, 37). These collaborations highlight the practical application of VAST's technology in real-world scenarios requiring low-latency data access and high throughput for AI workloads. The VAST AI Operating System enables customers to manage exabytes of unstructured data and power agentic, real-time decision-making (ref_idx 204).
The strategic implication is that VAST's DASE architecture offers a compelling solution for organizations seeking to maximize GPU utilization and accelerate AI workloads. Enterprises should prioritize storage solutions with architectures designed for parallel data access and a unified global namespace to unlock the full potential of their GPU investments.
To effectively evaluate VAST Data's global namespace throughput, enterprises should benchmark performance under various workload conditions, including high-concurrency scenarios and large dataset processing. Look for solutions with proven track records and certifications from industry leaders like NVIDIA, ensuring they can meet the demanding throughput requirements of modern AI workloads.
Weka.IO's data platform distinguishes itself through its metadata management, which is crucial for high-performance AI workloads. Efficient metadata operations are critical for fast data discovery, access, and processing, reducing overall latency in AI pipelines. Traditional storage systems can suffer from metadata bottlenecks, leading to delays in data retrieval and processing.
Weka.IO's approach revolves around innovative metadata algorithms and multi-tenancy capabilities. The distributed file system can run on-premises and in public clouds, pooling fast flash storage and offloading colder data to object storage (ref_idx 31). This architecture enables the system to scale performance by cores, delivering high IOPS and throughput. Weka's metadata management capabilities provide efficient data discovery and access, reducing overall latency (ref_idx 334).
Nebius's CTO, Danila Shtan, stated that Weka exceeded expectations by delivering outstanding throughput, IOPS, and low latency, even in large-scale environments, as well as excellent metadata management (ref_idx 31). Weka's partnership with Nebius and Gartner Peer Insights recognition validate its performance and customer satisfaction (ref_idx 30, 31). Contextual AI deployed the WEKA Data Platform on Google Cloud and improved performance due to faster metadata handling (ref_idx 362).
The strategic implication is that Weka.IO's architecture is well-suited for organizations requiring efficient metadata operations in high-performance, multi-tenant environments. Enterprises should consider Weka's metadata performance when evaluating storage solutions for AI workloads that demand rapid data discovery and processing.
Enterprises should conduct thorough performance testing to validate Weka's metadata operation latencies. Assess the system's ability to maintain performance under increasing load and in multi-tenant scenarios. Factors such as the number of cores, the type of SSDs used, and the networking stack should be considered to ensure optimal performance.
DDN's xFusionAI is designed to accelerate the training and inference of large language models (LLMs) by converging training and inference infrastructure. The increasing size and complexity of LLMs demand high-performance storage solutions that can efficiently handle massive datasets and complex model architectures. Traditional storage systems often struggle to keep up with the demands of LLM training, leading to bottlenecks and delays.
DDN xFusionAI combines the EXAScaler parallel file system with Infinia's AI-native scalability and elasticity, creating a hybrid platform that optimizes AI workflows (ref_idx 56, 412). This solution targets enterprises and research institutions, offering enhanced performance and cost efficiency for AI models ranging from lightweight architectures to those with multi-trillion parameters. xFusionAI is engineered to support the increasing complexity and scale of AI models, boasting a 100x acceleration in LLM training (ref_idx 56).
DDN's xFusionAI is designed to support everything from massive, multi-trillion-parameter models to lightweight frameworks (ref_idx 413). Enterprises using xFusionAI are seeing gains, such as 15x faster AI data center workflows, facilitating effective model training and deployment (ref_idx 56). DDN is working with Google Cloud to transform AI-powered infrastructure with Google Cloud Managed Lustre based on DDN’s EXAScaler (ref_idx 52).
The strategic implication is that DDN's xFusionAI offers a robust solution for organizations seeking to accelerate LLM training and inference. Enterprises should prioritize storage solutions with architectures designed for high-performance parallel processing and scalability to support the growing demands of LLMs.
Enterprises should request detailed performance data from vendors, demonstrating how their solutions accelerate LLM training and inference. Focus on metrics such as throughput, latency, and IOPS, and ensure that the storage system can effectively support the demands of AI model training and deployment.
Having contrasted the unified infrastructure reference models of VAST, Weka, and DDN, the next section will delve into the market context and strategic positioning of these vendors, correlating their market positioning with financial and client sentiment data to provide a comprehensive view of their competitive landscape.
This subsection drills into VAST Data's technology, specifically their DASE (Disaggregated Shared-Everything) architecture and global namespace. It builds on the preceding section's foundation of AI storage requirements and sets the stage for a comparative vendor analysis by focusing on VAST's ability to deliver low-latency, scalable storage for agentic AI workloads.
VAST Data positions its DASE architecture as a solution for the increasing demands of AI workloads, particularly those requiring real-time responsiveness and massive scalability. A key claim is the ability to deliver sub-millisecond latency even at scales exceeding 100PB, crucial for agentic AI applications where rapid data access is paramount. However, independent verification of these latency claims at such scales is crucial for potential adopters.
The DASE architecture achieves low latency by disaggregating compute and storage resources, allowing for independent scaling and optimization (ref_idx 170). The 'Shared Everything' approach ensures data accessibility across all storage nodes, regardless of location, simplifying data management for distributed and parallel processing. The global namespace provides a unified view of data, further streamlining access and management (ref_idx 170).
VAST Data's DGX SuperPOD certification validates their platform's suitability for high-performance AI infrastructure (ref_idx 37). This certification signifies that VAST's data platform meets the stringent performance and reliability standards required by NVIDIA's DGX SuperPOD. Furthermore, Fluidstack, an AI cloud provider, utilizes VAST Data's platform to power large-scale AI workloads, citing the platform's reliability, scalability, and security (ref_idx 67). The partnership with Akamai Technologies further enhances VAST's capabilities in edge AI inferencing by combining Akamai's distributed platform with VAST's AI data platform (ref_idx 169).
Enterprises should demand detailed latency benchmarks and performance reports specific to their workload profiles to validate sub-millisecond latency claims at scale. While certifications and partnerships provide credibility, real-world performance data relevant to the enterprise's use case is vital for informed decision-making. The lack of publicly available, independent benchmarks creates a challenge for potential customers.
Recommendations include requesting comprehensive performance testing results under conditions that mirror the enterprise's specific AI workload. Focus on metrics like read/write latency, IOPS, and throughput under varying load conditions. Also, investigate the impact of metadata operations on overall latency, as metadata management is often a bottleneck in large-scale AI deployments.
VAST Data's global namespace is a core component of its architecture, designed to provide a single, unified view of data across the entire storage infrastructure. This is crucial for AI applications requiring access to massive datasets, as it eliminates the complexities of managing data across multiple silos. However, understanding the latency implications of accessing data distributed across the global namespace is essential, especially for latency-sensitive agentic AI workloads.
The global namespace leverages the DASE architecture's disaggregation and shared-everything principles to provide a seamless data access experience. This means that applications can access data regardless of its physical location, simplifying data management and enabling efficient parallel processing. The VAST DataSpace extends this concept, connecting multiple VAST clusters and cloud instances into a single, globally accessible data environment (ref_idx 174).
Several customer testimonials highlight the benefits of VAST's global namespace. The Allen Institute, for example, cited the platform's ability to manage gigantic datasets and its mechanisms for collaboration as key advantages (ref_idx 171). Zoom also emphasized the automation capabilities enabled by the VAST Data Platform (ref_idx 171). CoreWeave leverages VAST Data’s DASE architecture to support its AI cloud, benefiting from its disaggregation, shared access, scalability, and global namespace design (ref_idx 170).
The key strategic implication is that while VAST's global namespace simplifies data access, enterprises need to carefully evaluate its performance characteristics under their specific workload conditions. Factors such as network latency, data locality, and the scale of the global namespace can impact overall performance. Transparent data tiering and caching mechanisms can help mitigate potential latency issues.
Recommendations include conducting thorough testing to assess the impact of data distribution on latency. Implement data locality policies to prioritize access to frequently used data. Monitor network performance and optimize data paths to minimize latency. Consider leveraging caching mechanisms to improve read performance for latency-sensitive workloads.
Having examined VAST Data's technical strengths, the next subsection will shift focus to Weka.IO, evaluating its metadata innovation and multi-tenancy capabilities, providing a contrasting perspective on addressing AI storage challenges.
This subsection delves into Weka.IO's approach to AI storage, focusing on their innovative metadata management and multi-tenancy capabilities. Building upon the earlier discussion of VAST Data, this section provides an alternative perspective on addressing the challenges of AI storage, setting the stage for a comparative analysis of vendor strengths and weaknesses.
Weka.IO distinguishes itself through its focus on metadata management and multi-tenancy, critical for environments where numerous AI workloads operate concurrently. The ability to deliver high IOPS per node, especially under the stress of thousands of tenants, is a key differentiator. However, specific, independently verified IOPS figures at such high concurrency levels are scarce, making direct comparisons challenging.
Weka's architecture is designed to handle metadata-intensive operations efficiently, which is essential for AI workloads involving large datasets and complex data structures. Their distributed metadata architecture aims to minimize bottlenecks and ensure consistent performance across all tenants (ref_idx 156). This is particularly relevant for Retrieval Augmented Generation (RAG) applications where quick access to large datasets is crucial.
The partnership between Weka and Nebius highlights Weka's strength in multi-tenancy. According to Nebius CTO Danila Shtan, Weka's solution provides excellent throughput, IOPS, and low latency, even in large-scale environments, effectively managing mixed read/write workloads and providing excellent metadata management and efficient multi-tenancy capabilities (ref_idx 31). Atomwise, as highlighted by AWS, also benefited from Weka due to the need for a distributed filesystem capable of providing metadata and mixed read/write I/O performance (ref_idx 230).
The strategic implication is that enterprises deploying AI in multi-tenant environments should prioritize solutions with proven metadata management and workload isolation capabilities. While Weka claims strong performance in these areas, potential customers should seek detailed performance metrics specific to their workload profiles and concurrency requirements.
Recommendations include requesting detailed IOPS benchmarks under varying tenant loads and conducting proof-of-concept testing to validate performance in a realistic multi-tenant environment. Also, investigate the mechanisms Weka employs to ensure workload isolation and prevent performance degradation as the number of tenants increases. Consider benchmarking against other solutions using tools like WEKA (ref_idx 161, 284, 285, 292, 293).
Maintaining consistent latency across tenants is crucial in multi-tenant AI environments, especially for latency-sensitive applications. Weka's multi-tenant architecture aims to provide latency isolation, ensuring that one tenant's workload does not negatively impact the performance of others. However, quantifying and verifying these latency isolation metrics is essential for potential adopters.
Weka's architecture leverages its cloud-native design to provide scalability and isolation. The platform's ability to isolate different AI models or teams within the same infrastructure ensures that multiple projects or customers can use the same resources without interference (ref_idx 156). This isolation extends to latency, with Weka employing mechanisms to prioritize latency-sensitive workloads and prevent resource contention.
While specific latency isolation metrics are not readily available in the provided documents, the partnership with Nebius suggests strong performance in multi-tenant environments. Nebius's CTO emphasized Weka's ability to deliver low latency even in large-scale environments, indicating effective isolation mechanisms (ref_idx 31). Applied Digital uses WEKA to provide an underlying accelerated software architecture underpinning its recently launched AI Cloud Service (ref_idx 234).
The strategic implication is that enterprises should carefully evaluate Weka's latency isolation capabilities, especially if deploying a mix of latency-sensitive and latency-tolerant AI workloads. While Weka's architecture is designed for isolation, real-world performance can vary depending on workload characteristics and resource utilization.
Recommendations include requesting detailed latency isolation metrics under different workload scenarios. Also, investigate the quality-of-service (QoS) mechanisms Weka provides to prioritize latency-sensitive workloads. Consider conducting performance testing with representative workloads to assess the effectiveness of latency isolation in a production-like environment. Reviewing architectures of multi-tenant systems, as in (ref_idx 287), would provide an evaluation framework.
Having analyzed Weka.IO's metadata innovation and multi-tenancy capabilities, the next subsection will examine DDN's EXAScaler A3I platform, focusing on its hybrid file-object convergence approach, to provide a contrasting perspective on addressing AI storage challenges.
This subsection investigates DDN's EXAScaler A3I platform, focusing on its hybrid file-object convergence approach to determine its suitability for HPC/AI convergence, particularly in research institutions. This builds upon the previous subsections analyzing VAST and Weka, offering a third vendor perspective for comparative evaluation.
DDN's xFusionAI platform is designed to merge training and inference capabilities, aiming to enhance performance and cost-efficiency for AI models. A key selling point is its claim of a 100x acceleration in large language model (LLM) training (ref_idx 56). However, realizing this acceleration requires the underlying storage infrastructure to deliver extremely high throughput for mixed file and object workloads, a critical area for institutions converging HPC and AI.
xFusionAI combines DDN's EXAScaler parallel file system with Infinia's AI-native scalability and elasticity, creating a hybrid platform intended to optimize AI workflows. This fusion allows users to train and deploy models efficiently across diverse environments, including on-premises, cloud, and isolated systems (ref_idx 56). The platform supports various AI workflow elements, such as vector databases and knowledge graphs (ref_idx 341).
Supermicro, a DDN customer, reported a 15x speedup in its AI data center workflow utilizing xFusionAI (ref_idx 55). DDN also claims improvements like a 10x improvement in retrieval-augmented generation (RAG) performance and a 60% reduction in inference costs (ref_idx 56). While these claims are substantial, independently verified throughput benchmarks for mixed file-object workloads are essential for validation.
The strategic implication for research institutions is that xFusionAI could potentially accelerate their HPC/AI convergence efforts. However, they need to critically assess the platform's real-world performance with representative workloads, especially regarding mixed file-object throughput and metadata management efficiency.
Recommendations include requesting detailed performance reports and benchmarks specific to the institution's AI workload profiles. Focus on metrics like sustained throughput (TB/s), IOPS, and latency for both file and object access under concurrent load. Investigate the underlying storage protocols and data access methods to understand how they contribute to overall performance. Consider benchmarking DDN's solution against alternatives like Google Cloud Managed Lustre (DDN EXAScaler based) to compare performance and cost (ref_idx 389).
While xFusionAI aims to provide convergence, the metadata overhead associated with managing both file and object data within EXAScaler is a potential concern, particularly in hybrid HPC/AI workloads. High metadata overhead can significantly impact overall performance, especially for applications requiring frequent data access and manipulation.
DDN's Infinia 2.0 serves as a software-defined storage platform providing a unified view across disparate data collections (ref_idx 390). This allows for storing both data and extensive metadata in a scalable key-value store. DDN claims its architecture avoids the layering approach that has caused inefficiencies in the past (ref_idx 391).
DDN emphasizes Infinia's ability to provide a consolidated view of unstructured data and associated metadata, enabling more efficient data pipelines and operations (ref_idx 391). The system architecture is also designed to be multi-tenant from the outset, both EXAScaler and Infinia 2.0 are able to scale from enterprise applications through cloud service providers to hyperscalers (ref_idx 392). However, concrete data on metadata performance in hybrid environments remains limited.
The strategic implication is that institutions must evaluate how EXAScaler handles metadata-intensive operations in mixed HPC/AI environments. Understanding the trade-offs between unified data management and potential performance bottlenecks is crucial.
Recommendations include conducting thorough performance testing to quantify metadata overhead under realistic workload conditions. Monitor metadata operations metrics like inode lookup time and metadata I/O rates. Compare EXAScaler's metadata performance against alternative solutions, such as those using specialized metadata management techniques. Reviewing architectures of multi-tenant systems, as in (ref_idx 383), would provide an evaluation framework.
Having assessed DDN's EXAScaler A3I platform, the following section will shift the focus to market dynamics, examining customer satisfaction and investment signals to provide broader context for vendor positioning.
This subsection analyzes market signals, correlating customer satisfaction metrics with financial valuations to assess the current market positioning of VAST Data, DDN, and IBM. By examining Gartner Peer Insights data alongside investment trends, we aim to provide a holistic view of vendor performance and market confidence, serving as a bridge to forecasting infrastructure shifts in the next section.
VAST Data's potential $25 billion valuation in 2025 signals significant investor confidence, potentially driven by its AI-centric storage platform and its ability to handle massive datasets efficiently (ref_idx 58). However, correlating this valuation with actual customer satisfaction is crucial. While anecdotal evidence suggests positive sentiment, a structured analysis of Gartner Peer Insights is needed to validate these claims and benchmark against competitors.
The core mechanism linking valuation and satisfaction lies in demonstrating tangible ROI for customers. VAST's architecture, designed to eliminate storage tiers and accelerate data retrieval, directly impacts AI model training and inference costs (ref_idx 58). If customers perceive a substantial reduction in these costs and improved performance, it will likely translate into higher satisfaction scores, justifying the high valuation.
According to a TechCrunch report in June 2025, VAST Data offers data management software coupled with unified CPU, GPU, and data hardware from vendors like Supermicro, HPE, and Cisco. The customer list includes large enterprises such as Pixar, ServiceNow, and xAI, as well as next-generation AI cloud providers like CoreWeave and Lambda (ref_idx 58). However, the Gartner Peer Insights data needs to be analyzed to get the holistic feedback for this platform in the market.
The strategic implication here is that VAST Data needs to actively manage and showcase its customer satisfaction metrics to sustain its valuation. Highlighting positive Gartner Peer Insights reviews, coupled with concrete ROI data, will be critical in reinforcing investor confidence and attracting further investment. This also highlights how the value of data management in infrastructure are the new drivers for AI companies (ref_idx 76).
Recommendation: VAST Data should prioritize collecting and publicizing positive customer testimonials and case studies, particularly those demonstrating quantifiable performance improvements and cost savings. Actively engaging with Gartner Peer Insights to solicit and address customer feedback is also crucial.
While Weka.IO secured the 2023 Gartner Peer Insights Customers’ Choice recognition, a gap exists in readily available customer sentiment data for DDN and IBM's AI storage solutions (ref_idx 30). Filling this gap is critical for a comprehensive comparative analysis, as it allows for a balanced assessment of each vendor's market positioning and customer satisfaction levels. Lacking this data, there is an incomplete picture of market sentiments.
The mechanism behind customer satisfaction influencing market perception is straightforward: positive reviews build trust and credibility, leading to increased adoption and market share. Conversely, negative reviews can erode trust and hinder growth. Understanding the distribution and nature of customer feedback provides valuable insights into a vendor's strengths and weaknesses.
Although DDN had been named Winner of 2025 Artificial Intelligence Excellence Award for Pioneering AI Innovation (ref_idx 92), and IBM has launched the IBM Storage Scale System 6000 for AI workload (ref_idx 125), direct customer feedback via Gartner Peer Insights for both is not prominently available in the provided documents, indicating a potential area for improvement in their market visibility and customer engagement strategies. It's unclear whether DDN or IBM were considered in the Gartner Magic Quadrant for Cloud AI Developer Services (ref_idx 126).
The strategic implication is that DDN and IBM need to proactively solicit and manage customer reviews on platforms like Gartner Peer Insights. A lack of publicly available positive reviews can create uncertainty among potential customers, potentially impacting their purchasing decisions.
Recommendation: DDN and IBM should implement strategies to encourage satisfied customers to share their experiences on Gartner Peer Insights. Offering incentives, simplifying the review process, and actively addressing customer concerns can help improve their overall ratings and market perception. Also, actively promote the Peer insight data to improve visibility.
Building upon the current market context and customer sentiment, the subsequent subsection will shift focus to agentic AI, projecting future infrastructure requirements driven by real-time, metadata-intensive workloads, linking Informatica's metadata management insights to vendor R&D roadmaps.
This subsection transitions from analyzing current market sentiments to projecting future infrastructure requirements, specifically focusing on the demands driven by agentic AI's real-time, metadata-intensive workloads. It links Informatica's insights on metadata management to the R&D roadmaps of AI storage vendors.
VAST Data is positioning itself as an AI Operating System company, emphasizing the need for immediate and unrestricted data access to drive intelligent decision-making in the agentic era (ref_idx 204). A key challenge lies in optimizing metadata operations per second (ops/sec) to support real-time reasoning and multimodal intelligence, demanding infrastructure that can handle continuous learning and dynamic agentic pipelines.
The core mechanism for VAST involves its Disaggregated Shared Everything (DASE) architecture. DASE enables rapid metadata extraction and heterogeneous connectivity between agents, tools, and data, simplifying the creation and operationalization of agentic AI query engines (ref_idx 207). The architecture is built to address exabytes of unstructured data and power real-time decision-making.
VAST Data's integration with NVIDIA AI-Q povides an environment for rapid metadata extraction (ref_idx 207). The VAST Data storage and AI engine component data stack transform raw data and feeds it upstream to AI Agents. Nemo Retriever is used by VAST and AI-Q to extract, embed, and rerank relevant data before passing it to language and reasoning models. This system provides hybrid queries across modalities, without orchestration layers or external indexes (ref_idx 208).
The strategic implication is that VAST needs to demonstrate quantifiable benchmarks for metadata ops/sec to validate its claims of real-time performance and scalability in agentic AI environments. This involves showcasing the benefits of its DASE architecture and its integration with NVIDIA AI-Q.
Recommendation: VAST Data should publish detailed benchmarks demonstrating its metadata ops/sec performance under various agentic AI workload scenarios. This should include metrics for data extraction, embedding, and retrieval, showcasing the impact of DASE on real-time reasoning and decision-making. Focus on multi-modal data handling benchmarks to show AI-Q’s strength.
Weka.IO emphasizes metadata innovation and multi-tenancy, critical for environments with high-IOPS demands, particularly as agentic AI scales (ref_idx 31). The challenge is to deliver consistent performance and efficient resource utilization in multi-tenant AI cloud infrastructures, while minimizing latency and maximizing throughput for real-time workloads.
Weka's success is influenced by its metadata algorithms and its partnership with Nebius AI Cloud. Nebius highlights Weka’s ability to provide high throughput, IOPS, and low latency even in large-scale environments (ref_idx 31). Additionally, Weka’s multi-tenancy and metadata management capabilities provide the backbone of the AI cloud solutions.
While precise metadata ops/sec benchmarks aren't directly available, Weka's data platform transforms data silos into dynamic data pipelines, which are necessary to accelerate GPU, AI model training and inference. Supermicro's all-flash petascale storage servers are used with Weka’s AI-based data platform software (ref_idx 33). Also, in 2023, Gartner Peer Insights recognized the company for Customers’ Choice recognition (ref_idx 30).
Strategically, Weka needs to explicitly quantify its metadata performance in multi-tenant AI deployments, highlighting its advantages over traditional storage architectures. Focusing on quantifying reduction in processing times for complex queries would be vital.
Recommendation: Weka.IO should publish performance data that demonstrate the metadata operations per second, specifically under high-concurrency, multi-tenant scenarios. The data should highlight the impact of its metadata algorithm on real-time decision-making and efficient resource utilization, thus showing an advantage.
DDN targets HPC/AI convergence in research institutions and enterprises, focusing on hybrid file-object storage solutions (ref_idx 51). The core challenge is to deliver high metadata performance and scalability for both structured and unstructured data in hybrid environments, supporting AI model training, inference, and real-time analytics.
DDN's xFusionAI platform and partnership with Nebius AI Cloud emphasize performance (ref_idx 56). Sven Oehme, chief research officer at DDN said building a system that delivers efficiency to customers for all GPU workloads and scalability is key to supporting markets such as AI and deep learning (ref_idx 298). DDN solutions include Infinia, an AI-focused data intelligence solution which is optimized for inference, training, and real-time analytics (ref_idx 305).
A 2024 report highlights Hasura Data Delivery Network (DDN), as an industry-first, metadata-driven solution which lets users fetch only the data they need from enterprise sources to deliver it quickly and securely (ref_idx 310). The DDN features modularized metadata, enabling domain teams to manage and iterate on just their team’s metadata in independent repositories.
Strategically, DDN needs to articulate clear benchmarks for its metadata ops/sec capabilities in converged HPC/AI environments. Specific data on how its platform handles the complexities of hybrid workloads would be valuable.
Recommendation: DDN should release benchmarks for metadata operations per second in mixed HPC/AI workload scenarios, with specifics on how their file and object convergence approach benefits real-time performance. Focus on highlighting metadata retrieval speeds, especially in hybrid file-object scenarios.
Building on the forecast of infrastructure shifts driven by agentic AI, the next subsection will simulate infrastructure needs under different AI adoption scenarios, exploring the trade-offs between cost-efficiency and scalability using vendor white papers.
This subsection assesses the infrastructure demands of AI by simulating storage requirements under varying AI adoption scenarios, from lightweight models to trillion-parameter giants. It projects cost-efficiency and scalability trade-offs for each vendor, drawing upon their white papers and technical specifications to highlight their strengths and weaknesses in different contexts. This analysis forms the foundation for a strategic vendor selection framework.
For enterprises venturing into agentic AI with trillion-parameter models, VAST Data is positioning itself as a unified AI-native infrastructure solution. The key challenge lies in quantifying the total cost of ownership (TCO) at such massive scales, considering factors like initial investment, power consumption, and operational expenses. Estimating VAST’s cost per TB for 1T-parameter models requires a deep dive into their DASE architecture's efficiency gains at scale.
VAST Data's embedding of NVIDIA AI-Q aims to optimize data access and security for multi-agent systems (ref_idx 62). By simplifying the infrastructure layers needed for AI, VAST aims to reduce the fundamental challenges enterprises face (ref_idx 77). To assess cost-efficiency, one needs to consider metrics such as data reduction ratios, storage density, and power consumption per TB. A scenario where VAST's unified platform handles both structured and unstructured data with minimal data silos is key to cost savings.
Analyzing VAST’s DGX SuperPOD certification, and Fluidstack partnership provides insight into real-world deployment scenarios (ref_idx 37, 67). These case studies demonstrate VAST's ability to deliver sub-millisecond latency at scale, crucial for agentic AI. By mapping NVIDIA's AI Data Platform reference design to VAST's architecture, enterprises can estimate the infrastructure cost for different deployment sizes (ref_idx 5, 6, 7).
The strategic implication is that VAST's cost-efficiency hinges on its ability to consolidate AI infrastructure, reducing complexity and operational overhead. For organizations targeting trillion-parameter models, a detailed TCO analysis, including hardware, software, and management costs, is essential. A cost-benefit analysis should also consider VAST's ability to scale horizontally, adding capacity as needed without disrupting existing workflows.
Recommendations: Enterprises should request detailed TCO models from VAST Data, tailored to their specific AI workloads and scaling plans. Benchmarking VAST's performance against competing solutions in a proof-of-concept environment is crucial for validating cost-efficiency claims. Additionally, enterprises should evaluate VAST's integration with existing infrastructure components, such as compute resources and networking, to identify potential cost synergies.
Weka.IO positions itself as a performance leader in high-IOPS, multi-tenant AI environments. However, evaluating Weka.IO’s scalability benchmark for 100B parameter models is critical for understanding its performance trade-offs at scale. One of the biggest challenges lies in the metadata management required for large language models (LLMs) and the ability to sustain performance as the model size and dataset grow.
Weka's partnership with Nebius highlights its metadata management and multi-tenancy capabilities (ref_idx 31). Their ability to provide excellent throughput, IOPS, and low latency in large-scale environments is key to handling the demands of 100B parameter models. The Gartner Peer Insights recognition suggests a level of customer satisfaction (ref_idx 30).
To evaluate performance trade-offs, enterprises should analyze benchmarks that measure latency, throughput, and IOPS under varying loads. Understanding how Weka.IO leverages NVMe and other high-performance storage technologies is critical. The system's ability to dynamically scale storage capacity and performance is also important. Benchmarking Weka against other solutions provides insights into real-world performance differences.
The strategic implication is that Weka's performance scalability hinges on its metadata architecture and resource management capabilities. For enterprises considering Weka.IO for 100B parameter models, it's crucial to thoroughly evaluate performance under realistic workloads. Enterprises should also understand the operational overhead associated with managing a Weka.IO environment and its ability to integrate with existing AI workflows.
Recommendations: Enterprises should request detailed performance benchmarks from Weka.IO, specifically tailored to 100B parameter models and their specific AI workloads. Benchmarking Weka.IO against competing solutions in a proof-of-concept environment is crucial for validating scalability claims. Enterprises should also evaluate Weka.IO's support for different AI frameworks and libraries, ensuring compatibility with their existing development ecosystem.
While DDN targets high-performance computing and AI convergence, understanding its cost-efficiency for lightweight model setups is essential for organizations with smaller AI deployments. A key challenge involves balancing performance with affordability, ensuring that DDN's solutions are not over-engineered for less demanding workloads.
DDN's xFusionAI platform and its integration with Nebius AI Cloud provide insight into its hybrid file-object convergence strategy (ref_idx 56, 51). Understanding the performance claims for lightweight models on DDN's platform requires evaluating metrics such as latency, throughput, and IOPS for smaller datasets. A key consideration is the resource utilization efficiency for lightweight models compared to larger models.
To evaluate DDN's cost-efficiency, enterprises should analyze its pricing model and identify any potential cost savings for smaller AI deployments. Examining DDN's support for different storage tiers and its ability to optimize resource allocation based on workload demands is critical. Benchmarking DDN against other solutions in a proof-of-concept environment provides insights into real-world cost and performance differences.
The strategic implication is that DDN's cost-efficiency for lightweight models hinges on its resource management capabilities and pricing flexibility. For organizations considering DDN for smaller AI deployments, it's crucial to thoroughly evaluate cost and performance under realistic workloads. Enterprises should also understand the operational overhead associated with managing a DDN environment and its ability to integrate with existing infrastructure components.
Recommendations: Enterprises should request detailed pricing information from DDN, specifically tailored to lightweight model deployments. Benchmarking DDN against competing solutions in a proof-of-concept environment is crucial for validating cost-efficiency claims. Enterprises should also evaluate DDN's support for different AI frameworks and libraries, ensuring compatibility with their existing development ecosystem.
With agentic AI systems increasingly reliant on real-time inference from trillion-parameter models, accurate hardware scaling projections are critical for planning future infrastructure investments. Key challenges include anticipating the cost implications of scaling compute and storage resources, and selecting the optimal architectural choices for sustained performance.
NVIDIA's Blackwell architecture promises significant performance gains for inference workloads (ref_idx 62). But these advances are accompanied by higher energy consumption. Analyzing AIC's flash storage servers and their integration of NVIDIA BlueField DPUs highlights the importance of power efficiency in hardware design (ref_idx 62).
Hardware scaling projections should consider metrics such as throughput, latency, and cost per inference. Understanding the trade-offs between different GPU models, memory configurations, and networking technologies is essential. Evaluating the impact of quantization and other model compression techniques on inference performance is also crucial. These factors can affect both costs and infrastructure design.
The strategic implication is that hardware scaling decisions must align with the performance requirements and cost constraints of trillion-parameter inference. For organizations deploying large-scale AI systems, a detailed cost-benefit analysis of different hardware architectures is essential. This analysis should also consider factors such as power consumption, cooling, and data center space.
Recommendations: Organizations should partner with hardware vendors and cloud providers to develop detailed hardware scaling projections for their specific AI workloads. Experimenting with different hardware configurations and model compression techniques is crucial for optimizing inference performance and cost-efficiency. They should also track advancements in hardware technology and adapt their infrastructure plans accordingly.
Having established the need for tailored vendor selection based on diverse AI workload scenarios, the subsequent subsection transitions into a strategic vendor selection playbook. It will detail a comprehensive decision matrix that enables enterprises to evaluate and score vendors on key criteria including performance, cost, ecosystem fit, and future-proofing capabilities, ultimately guiding enterprises in making informed decisions aligned with their specific strategic goals.
Building upon the scenario-based infrastructure planning in the previous subsection, this section transitions to a practical decision-making tool. It presents a strategic vendor selection playbook, offering a structured decision matrix to guide enterprises in choosing the optimal AI storage vendor based on a holistic evaluation of performance, cost, ecosystem integration, and future scalability.
For enterprises diving into agentic AI, VAST Data's claim of sub-millisecond latency is crucial. The challenge is securing concrete end-to-end latency figures that validate their performance in real-world scenarios. These benchmarks must demonstrate VAST’s ability to handle the high-throughput, low-latency demands of trillion-parameter models.
VAST’s Disaggregated Shared Everything (DASE) architecture aims to deliver high performance by eliminating bottlenecks between compute and storage (ref_idx 315). VAST's DGX SuperPOD certification and Fluidstack partnership showcase their capacity to deliver sub-millisecond latency at scale. These case studies provide real-world validation of VAST’s low-latency claims (ref_idx 37, 67).
To evaluate VAST effectively, enterprises should benchmark their specific AI workloads on the VAST platform, focusing on metrics like read/write latency, IOPS, and throughput under varying load conditions. Analyzing the impact of VAST’s NVMe-based storage and RDMA-based fabric is critical. Benchmarking VAST against other solutions provides insights into real-world performance differences.
The strategic implication is that VAST’s low-latency performance hinges on its DASE architecture’s ability to minimize data access times. For organizations targeting agentic AI, a detailed latency analysis, including both read and write operations, is essential. A cost-benefit analysis should also consider VAST’s ability to improve GPU utilization and reduce overall AI training time.
Recommendations: Enterprises should request detailed latency benchmarks from VAST Data, tailored to their specific AI workloads and scaling plans. Benchmarking VAST’s performance against competing solutions in a proof-of-concept environment is crucial for validating latency claims. Additionally, enterprises should evaluate VAST’s integration with NVIDIA’s AI platform and BlueField DPUs to identify potential performance synergies.
Weka.IO positions itself as a leader in metadata management and multi-tenancy. However, understanding Weka.IO’s ILM lifecycle support levels is critical for enterprises focused on data governance and compliance. A significant challenge involves assessing the maturity of Weka’s ILM features and their ability to manage data throughout its lifecycle, from creation to archival.
Weka’s partnership with Nebius highlights its multi-tenancy capabilities (ref_idx 31, 344). Weka’s ability to dynamically scale storage capacity and performance is also important. Benchmarking Weka against other solutions provides insights into real-world performance differences.
To evaluate Weka’s ILM lifecycle support, enterprises should analyze its data tiering capabilities, data retention policies, and data encryption features. Enterprises should also assess Weka’s integration with cloud storage providers and its ability to seamlessly move data between on-premises and cloud environments. Understanding Weka’s compliance certifications and audit trails is also critical.
The strategic implication is that Weka's long-term value hinges on its ILM capabilities and ability to help enterprises meet data governance requirements. For enterprises considering Weka.IO for large-scale AI deployments, it’s crucial to thoroughly evaluate its ILM feature set and ensure compliance with industry regulations.
Recommendations: Enterprises should request detailed information about Weka.IO’s ILM capabilities and compliance certifications. Evaluating Weka.IO’s support for different cloud storage providers and its ability to seamlessly integrate with existing data governance frameworks is also crucial. Enterprises should also assess Weka.IO’s ability to automate data lifecycle management tasks and provide comprehensive audit trails.
While DDN targets high-performance computing and AI convergence, understanding its cloud vs. on-prem throughput comparison is essential for organizations considering hybrid deployments. A key challenge involves assessing DDN’s ability to deliver consistent performance across different environments, ensuring seamless data access and transfer between on-premises and cloud resources.
DDN’s xFusionAI platform and its integration with Nebius AI Cloud provide insight into its hybrid file-object convergence strategy. (ref_idx 56, 51). Understanding the performance claims for cloud vs. on-prem deployments on DDN’s platform requires evaluating metrics such as latency, throughput, and IOPS for smaller datasets. Benchmarking DDN against other solutions in a proof-of-concept environment provides insights into real-world cost and performance differences.
To evaluate DDN’s hybrid deployment flexibility, enterprises should analyze its data replication capabilities, data caching mechanisms, and network connectivity options. Examining DDN’s support for different cloud storage providers and its ability to seamlessly integrate with existing infrastructure components is critical. A key consideration is the resource utilization efficiency for lightweight models compared to larger models.
The strategic implication is that DDN’s hybrid deployment flexibility hinges on its ability to deliver consistent performance across different environments. For organizations considering DDN for smaller AI deployments, it’s crucial to thoroughly evaluate cost and performance under realistic workloads. Enterprises should also understand the operational overhead associated with managing a DDN environment and its ability to integrate with existing infrastructure components.
Recommendations: Enterprises should request detailed performance benchmarks from DDN, specifically tailored to hybrid deployment scenarios. Benchmarking DDN against competing solutions in a proof-of-concept environment is crucial for validating cost-efficiency claims. Enterprises should also evaluate DDN’s support for different AI frameworks and libraries, ensuring compatibility with their existing development ecosystem.
IBM's partner ecosystem is a key differentiator in the AI storage landscape. Understanding IBM's partner ecosystem depth metrics is essential for organizations seeking integrated solutions and support. The challenge lies in assessing the breadth and depth of IBM's partnerships with hardware vendors, software providers, and cloud service providers.
IBM is positioning itself to deliver durable software-led growth with Red Hat and HashiCorp (ref_idx 394). IBM has partnerships with NVIDIA for hardware acceleration, and AI microservices (ref_idx 318). The IBM ecosystem is a focal point at IBM Think event (ref_idx 394).
To evaluate IBM’s partner ecosystem, enterprises should analyze its partnerships with key players in the AI ecosystem, such as NVIDIA, cloud providers like AWS and Azure, and software vendors like Red Hat. Assessing the level of integration between IBM’s storage solutions and its partners’ offerings is crucial. Evaluating the availability of certified solutions and joint reference architectures is also important.
The strategic implication is that IBM’s partner ecosystem depth provides enterprises with access to a broad range of integrated solutions and expertise. For organizations considering IBM for AI storage, it’s crucial to thoroughly evaluate the quality and relevance of its partner ecosystem and ensure alignment with their specific AI workload requirements.
Recommendations: Enterprises should request detailed information about IBM’s key partnerships and certified solutions. Assessing the level of integration between IBM’s storage solutions and its partners’ offerings is also crucial. Enterprises should also evaluate the availability of joint reference architectures and the expertise of IBM’s partners in their specific industry.
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This report synthesized a wide range of insights from architectural deep dives, performance metrics, and customer sentiment data to provide a comprehensive analysis of the AI storage landscape. VAST Data's DASE architecture provides compelling low-latency performance, while Weka.IO's metadata innovation proves vital in multi-tenant environments. DDN’s hybrid file-object convergence meets diverse needs, and IBM builds on its history with ILM in hybrid and cloud environments.
The broader context reveals that AI storage is evolving beyond raw performance to emphasize metadata optimization and seamless integration with AI frameworks. As agentic AI becomes more prevalent, real-time reasoning and intelligent data management will be critical. Enterprises must align their storage infrastructure with these trends to unlock the full potential of their AI investments.
Looking ahead, further research is needed to quantify the impact of emerging technologies such as computational storage and persistent memory on AI workload performance. A key message that stays with the reader: Strategic vendor selection requires a holistic evaluation of performance, cost, ecosystem fit, and future-proofing capabilities.
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