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Leading AI Builders Make Massive Commitments on Vast-Powered Infrastructure

[comments] $10B committed from Vast's Top 14 customers in 2026 alone; To meet surging demand, Vast aligns more than 200 exabytes of flash supply through 2029

Also today

Proofpoint to Acquire Varonis in a $6.3 Billion Transaction

Combination creates a new cybersecurity powerhouse to deliver a complete security platform that protects against AI-accelerated threats and data risks

Dropbox Announces Plans to Acquire Tigris Data Inc. and Unveils DBX Agent Cloud as Part of AI-Powered Product Evolution

Planned acquisition will accelerate Dropbox's expansion into AI infrastructure for companies and developers; new AI capabilities have already rolled out to more than 70,000 teams [comments]

OpenAI to Acquire Pierre Computer Company, Inc.

Expanding Codex's tools for building, understanding, and reviewing code | by Philippe Nicolas

Cohere to Acquire AISLE to Advance Cyber-Resilient Sovereign AI

By combining sovereign AI and cybersecurity expertise, Cohere to launch Cohere Cyber, expanding its platform to help enterprises and governments secure AI systems in an increasingly complex threat landscape

CrowdStrike to Acquire Dreadnode to Advance AI Trust and Deliver Automated AI Security Testing for the Agentic Enterprise

Dreadnode will extend the Falcon platform with automated testing of AI models, applications, and agents to build AI trust - finding and fixing weaknesses before they reach production

Replit Acquires Atta to Expand Beyond AI Coding into Business Analytics

Acquisition strengthens Replit's ambitions to combine AI application development, business intelligence and data visualization | by Philippe Nicolas

NetApp Completes Acquisition of PEAK:AIO to Accelerate Zettabyte-scale AI Deployments

Acquisition strengthens NetApp Novus, high-performance storage, with differentiated metadata technology and a parallel file architecture purpose-built for AI

Ocient Raises $100M in Series C Funding to Advance Trusted AI Solutions for Petabyte-Scale Environments

Co-led by BOKA Capital and OCA Ventures, the round brings Ocient's total funding to $260M and expands delivery of OcientAIQ Solutions

AI Startup AvalonX Emerges From Stealth With $10 Million in Funding From Ridown Capital

After 18 months in stealth, AvalonX brings continuous, enterprise-grade penetration testing to small and midsize businesses, pairing proprietary security AI trained on nine years of real-world offensive-security data with human expertise to expose potential breach paths before cybercriminals strike