How much infrastructure will the artificial intelligence revolution require, and who is building the foundation behind it?
In this NYSE Live interview, Renen Hallak, Founder and CEO of VAST Data, discusses the rapid growth of AI infrastructure, customer demand, data platforms, enterprise adoption, and the future of artificial intelligence.

Kristen Scholer spoke with Hallak about AI infrastructure, data storage, enterprise technology, AI model development, cloud computing, data centers, and the next phase of artificial intelligence adoption.

A major theme throughout the conversation is the accelerating demand for AI infrastructure. VAST Data recently highlighted more than $10 billion in customer commitments, underscoring the scale of investment taking place across the artificial intelligence ecosystem.

The interview also explores the evolution of AI-native companies. Many of VAST Data's customers include AI cloud providers, model developers, and emerging technology companies building large-scale infrastructure to train and deploy advanced models.

Another key topic is the company's position within the AI technology stack. Hallak describes VAST Data as operating within the software infrastructure layer, helping organizations manage and access the massive amounts of information required by modern AI systems.

The conversation further examines how the AI economy differs from previous technology cycles. According to Hallak, AI infrastructure demand is expanding at an extraordinary pace as organizations race to deploy increasingly sophisticated models and applications.

A significant focus of the discussion is VAST Data's recent growth. The company continues benefiting from increasing demand for data-intensive AI workloads that require high-performance infrastructure and scalable storage capabilities.

The interview also highlights the transition from traditional enterprise technology architectures to what Hallak describes as a new AI-driven technology stack.

Another major theme is data management. AI systems depend on rapid access to enormous amounts of information, making storage, retrieval, orchestration, and infrastructure efficiency increasingly important.

The discussion also explores VAST Data's role in supporting customers through large-scale flash storage deployments. The company has worked closely with supply chain partners to secure access to critical capacity amid growing infrastructure demand.

Additionally, Hallak explains the scale of modern AI infrastructure requirements and the growing importance of flash memory technologies used to support high-performance computing environments.

The conversation further examines ongoing supply constraints within portions of the semiconductor and memory ecosystem. As AI adoption accelerates, organizations continue seeking reliable access to storage and compute resources.

Another key topic is data center development. Hallak believes demand for AI infrastructure will continue regardless of geographic location, as governments, enterprises, and technology companies seek to expand computing capacity.
The interview also highlights VAST Data's expansion beyond storage and into broader compute orchestration, model management, safety, security, and AI operations capabilities.

A significant focus is the future of physical AI. Hallak discusses opportunities to extend AI operating systems beyond traditional data centers and into connected devices, vehicles, robotics platforms, and other intelligent systems.
The discussion further examines governance and management tools designed to help organizations operate large-scale AI systems responsibly and efficiently.

Another important theme is enterprise adoption. While many current customers are AI-native organizations, Hallak expects traditional enterprises to significantly increase AI deployments as adoption matures.

The interview also explores Hallak's vision for artificial intelligence as a transformative force across industries, with applications spanning scientific research, healthcare, energy, engineering, automation, and productivity.

Looking ahead, Hallak expects organizations to continue investing heavily in AI infrastructure, data platforms, model management systems, enterprise AI capabilities, and intelligent computing environments.

Throughout the discussion, Hallak shares insights on artificial intelligence, data infrastructure, cloud computing, storage platforms, enterprise technology, AI model development, data centers, flash memory, automation, and the future of intelligent systems.

Disclaimer: Informational content only. NYSE does not endorse or recommend investments, companies, products, services, or technologies discussed.

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