Nvidia(US:NVDA) 3 6 Ke·2025-08-28 00:09Core Insights - Alphabet's investment arm CapitalG is negotiating to participate in a new funding round for AI infrastructure company Vast Data, which could value the company at $30 billion, potentially making it the largest financing round for an Israeli tech company and one of the highest-valued AI startups globally [1] - Vast is currently raising billions from tech giants, private equity, and venture capital, with funding expected to close in the coming weeks, highlighting its growing importance as a key infrastructure provider for AI [1] Group 1 - Vast's valuation of $30 billion serves as a strategic signal, influencing potential acquisition offers and laying the groundwork for a possible IPO, reflecting investor confidence and enhancing customer trust [3] - The high valuation positions Vast favorably against traditional storage companies like Pure Storage and NetApp, as it aims to be recognized in the broader AI infrastructure and data management sectors, similar to data platform giants like Snowflake and Databricks [3] - Since its founding in 2016, Vast has completed multiple funding rounds, raising approximately $380 million, with a valuation of $9.1 billion in its latest round, and has maintained positive cash flow for 12 consecutive quarters with a compound annual growth rate of 3.3 times [4] Group 2 - Vast's long-term contracts of 5-7 years with clients contribute to its low customer churn rate and greater business stability compared to peers, making it an attractive acquisition target [6] - The company's client base includes prominent organizations such as the U.S. Air Force, Booking Holdings, and Pixar, and it has established a significant relationship with Nvidia, which is both an early investor and a customer [6]